Bring in the experts – Impact investing. What does this really mean?
OnlineBring in the experts - Wednesday 01 March, 10am - Impact investing. What does this really mean? Join us for some valuable insights about impact investing, what it is and what is means when investing funds for your clients. Today our guest presenter is George Carter, the Managing Director of Nikko AM in New Zealand. […]
Bring in the Experts – Covering your legal bases: Protecting your business and your clients.
OnlineBring 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
OnlineProfessional 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 – Auckland
Hilton Hotel Princes Wharf, 147 Quay Street, Auckland, New ZealandOut 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 – Market update with Core Logic
OnlineBring 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 – Cambridge
Mighty River Domain 601 Maungatautari Road, Cambridge, New ZealandOut 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 – FMA first week of full licensing update
OnlineBring 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 – Palmerston North
Orlando Country 748 Rangitikei Line, RD5, Palmerston North, New ZealandOut 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 – Wellington
National Library of New Zealand 70 Molesworth Street, Thorndon, WellingtonOut 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 […]
Central Regional Meeting – Tuesday, 28 March
BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New ZealandWe 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 […]