Financial Advice NZ - Friday 13th August - Money Week - Retirement Planning Want financial freedom when you are ready to retire? This webinar is about gaining the knowledge you require to ensure you can enjoy your retirement. It is never to late too have this conversation and to action a plan for your financial […]

Time to review your professional development plan and stay compliant in the new regime Let's tackle this together, with tips on how to recognise your knowledge or skills gaps, and how to plan meaningful professional development for the rest of the year. This will ensure you stay compliant in the new regime. We will work […]

This is a 2-day classroom based course which concludes with an examination in order to apply for and earn the AIF® Designation. The course will give you the opportunity to:  become an Accredited Investment Fiduciary®  designee  absorb the Fiduciary Prudent Practices and how to apply them  understand the basis for, and benefits of, fiduciary standards of  excellence  identify when an individual or organization […]

August meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand THIS EVENT IS POSTPONED UNTIL FURTHER NOTICE   This investment presentation will be focusing on NZ Equities vs. Australian Equities and the opportunities, risks and considerations in each region for client portfolios going forward. Thank you to Milford Asset Management and Quay Street Asset […]

THIS EVENT HAS BEEN CANCELLED August general meeting of the Central Branch of Financial Advice New Zealand To be held on Tuesday, 31st August 2021 at the BNZ Meeting Rooms 203 Broadway Ave, Palmerston North Guest Speaker Amos Palfreyman, Food HQ Topic Amos will update us on the huge opportunities that recent innovations will bring to […]

Under the microscope: Conduct and Culture – the need to create better outcomes for our clients New Zealand insurers – “you’ve got a lot of work to do.” This is according to the FMA following their recent review on the Conduct and Culture on New Zealand’s fire and general insurers. According to the review, “Just […]

Friday, September 3rd, 2021 – Professional Ethics Workshop. 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 […]

Bring in the Experts: Economic update from Tony Alexander Tony will be joining us to give an update on the economy and the outlook for the near future as we continue to navigate through life and business with COVID-19 and changing lockdown levels across the country. How is NZ holding up and where is the […]

Friday, September 17th, 2021 – Professional Ethics Workshop. 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 […]