Bring in the Experts: Tools for your business part 1: How to get the most out of Xero Xero is one of the world’s most popular accounting software programs. You can use it to streamline your bookkeeping, view and analyse your financial data, automate repetitive tasks, and make your accounting processes more painless. But like […]

Bring in the Experts: Tools for your business part 2: Make your business smarter This webinar is all about reviewing and refreshing your business tools by learning how certain apps can improve productivity in your financial adviser practice. We are excited to welcome Heather Smith, Chartered Accountant, and author of ‘Xero for Dummies’ and ‘Learn […]

Bring in the Experts - Helping your clients navigate retirement village life By 2035 the 75+ age group is expected to double, and the Retirement Village sector is rapidly expanding in an effort to meet that future demand. Designed for financial advisers, this webinar will equip you to help your clients who are preparing for […]

Financial Advice NZ Regional Roadshow Financial Advice NZ are excited to be bringing a Roadshow to your region. We have expert speakers who will be discussing the markets and the economy, providing you an update on current legislation and regulations, delivering the new professional insurance liability programme and assisting you with obtaining a full FAP […]

Central Regional Meeting   To be held on Tuesday, 31st May 2022 at the BNZ meeting rooms 203 Broadway Ave, Palmerston North at 12pm As we transition into winter and colder weather, we are working to keep our events calendar flush with engagement and development opportunities. Come along to our lunch meeting where we will […]

This Super Wednesday webinar will be facilitated by Dean Logan, Risk MAC Chair, as we cover key insights, updates and best practice for insurance advisers. The agenda: Environmental Scan – Are you asking the right questions? We'll take a bird’s eye view of the political situation, economic factors, impact of culture, technology innovations, current legislation […]

Bring in the Experts - Professional Liability Insurance This webinar will provide you with an overview of Professional Indemnity Insurance and present to you the details on the Financial Advice NZ Professional Liability Insurance Programme. There are three distinct parts to the programme being Professional Indemnity Insurance, Management Liability Insurance and Cyber Risk Liability Insurance. […]

Central Regional Meeting This event has been postponed and will be rescheduled to a later date. To be held on Tuesday, 28th June 2022 at the BNZ meeting rooms 203 Broadway Ave, Palmerston North at 12pm As travel restrictions ease, many kiwis are eyeing trips abroad for work and pleasure. Escaping the cold, wet domestic […]

Bring in the Experts - CoreLogic - The Property Markets – trends, curiosities and the unknown The property market is in flux with what appears to be a buyers market in most parts of New Zealand. For this webinar we are excited to welcome back Nick Goodall to give us a unique update on the […]