Bring in the Experts - 8 March, 10am - Covering your legal bases: Protecting your business and your clients. Join us for a comprehensive discussion on how to protect your business and clients as a financial adviser in New Zealand. In this session, we will cover key legal considerations that every financial adviser should be […]

Professional Ethics Workshop - Thursday, March 9th This workshop delivered by Financial Advice NZ & The Ethics Conversation supports and enhances the competence of financial advisers seeking to demonstrate their commitment to professional ethics and good practice that underpins all client relationships. The workshop session covers: business ethics fundamentals, conflicts of interest, bias and speaking […]

Out of the Box Tour Financial Advice NZ is excited to be touring around the regions in 2023. We will be on the road in both March and August bringing expert knowledge and networking to financial advisers in your region. Coming along for the ride will be a line-up of speakers who will share their […]

Bring in the experts - Wednesday 15 March, 10am - Market update with Core Logic. We welcome back Kelvin Davidson ,Chief Economist from Core Logic to provide and update on the markets in New Zealand during a period of great recovery. What will the remainder of the year look like and what trends are we […]

Out of the Box Tour Financial Advice NZ is excited to be touring around the regions in 2023. We will be on the road in both March and August bringing expert knowledge and networking to financial advisers in your region. Coming along for the ride will be a line-up of speakers who will share their […]

Bring in the experts - Wednesday 22 March, 10am - FMA first week of full licensing update Join us to talk about Life after Licensing with the FMA team. We will discuss how Financial Advice Providers (FAPs) and Financial Advisers (FAs) will be monitored by the FMA and what they have seen so far. We […]

Out of the Box Tour Financial Advice NZ is excited to be touring around the regions in 2023. We will be on the road in both March and August bringing expert knowledge and networking to financial advisers in your region. Coming along for the ride will be a line-up of speakers who will share their […]

Out of the Box Tour Financial Advice NZ is excited to be touring around the regions in 2023. We will be on the road in both March and August bringing expert knowledge and networking to financial advisers in your region. Coming along for the ride will be a line-up of speakers who will share their […]

We look forward to hosting you and our annual guest, Sue Fordyce. Sue will bring us her vibrant and interesting overview of all things legal. We hope you can join us! Guest Speaker Sue Fordyce Topic Overview of the legal world 12.00pm start with lunch finishing at 2pm Cost $20 incl GST RSVP by 12pm […]

Bring in the experts - Wednesday 29 March, 10am - How well are you securing your clients data? What are the chances of a cyber-attack on your business? It’s not if. It’s When! Financial Professionals are 300 times more likely to be targeted than any other business. So having a plan, security settings and processes […]