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May 2024
Bring in the Experts: Financial Services Complaints Handling – Research insights & practical tips
Your internal complaints process is an important way of ensuring you respond to customer concerns and demonstrate fair conduct. It's also an opportunity to engage with your customers to enhance customer satisfaction and loyalty. Katie de Roo, Resolution Specialist at Empowered Complaints Management will share current research insights into financial services dispute resolution, including issues impacting consumer participation. Each insight will be followed by practical tips and suggestions to enhance your complaints process and complaints handling. Katie is an experienced…
Find out more »Invercargill Town Hall Meeting
We invite members and the broader financial advice community in Invercargill to come together with Nick Hakes to discuss opportunities and challenges in their practices today. Financial Advice New Zealand provides an authentic voice as advocates to the government, regulator, media, and consumers about the value of quality financial advice. We have a strong belief that financial advisers are best placed to solve industry problems as it is you who is closest to the client conversation. Join us and your…
Find out more »June 2024
Bring in the Experts: Post Budget Webinar – Economic and Consumer Impacts
Join us for a Post-Budget Special webinar, featuring a leading economist discussing their perspectives of the National Budget’s impact on the economy and New Zealanders. Sumita Paul, Financial Planning and Investment Member Advisory Committee, John Bolton (JB), founder of Squirrel, and Miles Workman, Senior Economist, ANZ, will share their insights about the Budget's impact on your clients. This session will provide you with a deeper understanding of the new fiscal policies, tax reforms, and government spending plans. Key highlights: Macroeconomic…
Find out more »Central Branch Regional Meeting
Our Central Branch have a great session planned for June. Topic: Where actions and investments can make a difference to the city's economic prosperity. With guest speaker Stacey Andrews, City Economist at Palmerston North City Council Stacey will provide an update on the economic performance of Palmerston North, alongside international and domestic factors impacting economic conditions and the outlook for 2024. Stacey has been working at Palmerston North City Council as City Economist since August 2022, after six years at…
Find out more »Bring in the Experts: Shaping the Future of Financial Advice in New Zealand
With three months under his belt as Chief Executive Officer and following hundreds of conversations over that time with our members, partners and key organisations across the sector, Nick Hakes is ready to share his vision for Financial Advice NZ. Nick strongly believes that our future success will be achieved through being an adviser driven, high engagement professional body. Join us in this webinar to: - Gain an understanding of the strategic objectives for the next 3 years - Get insights…
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