Given the many pressure points in the current lending environment we thought it was timely to welcome back representatives from the major banks to give us their views on the recent changes and what impact it has had on lending. They will also answer your questions, discuss the trends you are seeing, and look at […]

This webinar will enable you to have a better understanding of what Vault Digital Funds are and a more depth understanding of Digital Assets. The session will provide an overview of Bitcoin and how Bitcoin fits into a diversified portfolio. It will discuss the journey of Fidelity Digital Assets navigating hedge funds, FO, HNW mining […]

Canterbury/Nelson Regional Meeting To be held on Tuesday 15th February 8:30am  at the Russley Golf Club   This event is going ahead as planned. Our presenters have confirmed they still intend to come, so register now to secure your space. Should things change, we will let you know as soon as possible and registrant accounts will […]

Key changes to the Privacy Act 2020 and what it means for your business The changes to the Privacy Act have brought with them some significant new compliance measures for many NZ businesses who obtain personal details. How have these changes impacted the way you do business and are you confident you are meeting all […]

February Central Regional Meeting - Virtual   To be held on Tuesday, 22nd February 2022 via Zoom   Guest Speaker Guy Mordaunt New CEO of Property Brokers Topic Guy will be providing an update on the Realty sector and will give us an insight into future market trends.   12.00pm start with meeting finishing at […]

How credit and affordability reports can enable a better customer experience and a more informed consumer In this webinar Angus Luffman, Managing Director at Equifax New Zealand, will talk about the fundamentals of credit reports and scores along with the trends he’s seeing in the current credit environment. Angus will also share some tips on […]

Disputes Resolution Scheme (DRS) panel update Join our Panel to discuss the trends and concerns they have in relation to the complaints they are receiving now the new regime has been implemented. This will include the complaints received with the implementation of the CCCFA. We have the Dispute Resolution Scheme (DRS) providers presenting their views. […]

The New Zealand Adviser Wellbeing Research – how do we create healthier, longer, better lives for advisers? This webinar is all about you! For your business to be in good shape, you need to be in good shape. This is why AIA recently sponsored a nationwide research project, with the aim of a better understanding […]

Professional Ethics Workshop - Thursday, March 10th   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 […]