Bring in the Experts – Your Locum Adviser Checklist This webinar builds on our popular presentation from last year – Taking care of your clients when you can’t: How to include a locum adviser agreement in your BCP. We will provide a recap of considerations for your Business Continuity Plan (BCP), an overview of the […]

Bring in the Experts - Tools for your business: adviser guides and resources from the FMA We are delighted to welcome back the FMA for another practical webinar packed with tips and tools for you to implement right now in your business. The FMA will walk you through some of their many useful guides and […]

To be held on Tuesday, 26th July 2022 at the BNZ meeting rooms 203 Broadway Ave, Palmerston North at 12pm  In April 2017 a major slip in the Manawatu Gorge permanently closed SH3. What has happened since? What’s involved with building a brand new highway? Join us as we discuss the impact of this event […]

Bring in the Experts – Fire and General Re-insurance Industry Update Wondering what was happening in the fire and general insurance space? These are uncertain times with a global pandemic, low interest rates, unprecedented natural disasters, and significant government interventions – just to name a few of the influencers on the hardening of the global […]

Professional Ethics Workshop - Thursday, July 28th 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 […]

Canterbury/Nelson Regional Meeting To be held on Thursday, 4th August 9am  at the Russley Golf Club This session will be focused on successful local advisers and how they make their boats go faster. We will have a panel of three successful operators with us to share common compliance they have to undertake, tips and what makes […]

Bring in the Experts – Would your clients consider your behaviour ethical? Ever wondered if your own personal bias has an impact on the advice you provide? This is one of the topics our expert panel will discuss, along with a few other conversations that you might find yourself having in your role as a […]

Bring in the Experts – Protect your clients assets with the right legal structure Tom Mahony is back to present on an area of great importance to all advisers. Tom will help you understand how different relationship scenarios can impact on the financial advice you provide to your clients. He will discuss property law, EPA's […]

Bring in the Experts – Is it Ethical, Socially responsible or just a good investment option? FMA recently published an “Ethical investment Research Report”. There has been a fair bit of discussion and points of view around Ethical Investing, ESG’s and SRI’s in NZ and around the globe. Today we are joined by a panel […]