Bring in the Experts: The ever-evolving credit landscape: Solutions, trends & future predictions

Online

Join us for an insightful webinar as we delve into the ever-evolving credit landscape with Angus Luffman, Managing Director of Equifax New Zealand, a leading global data, analytics, and technology company.With over 20 years of experience in the industry and a rich background in finance, Angus brings valuable insights into the current credit environment and […]

Regional Roadshow: Out of the Box Tour – Christchurch

Christchuch Townhall 86 Kilmore Street,, Christchurch, New Zealand

Regional Roadshow: Out of the Box Tour - Christchurch, 24 August Get ready to think outside the box again! Financial Advice NZ is hitting the road again to bring you expert knowledge and networking opportunities that will set you up for success in the ever-evolving financial landscape. Whether you’re a seasoned professional, a young adviser […]

$100 – $140

Central Regional Meeting – Tuesday 29 August

BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New Zealand

Central Regional Meeting12pm - 2pm, Tuesday 29 AugustBNZ meeting rooms, 203 Broadway Ave, Palmerston North We look forward to hosting you and our guest, Amanda Linsley from Manawatu Business Chamber. Amanda will provide an update on Manawatu and Palmerston North, including factors affecting current trading, successful trends and major events in the future.Lunch from 12 noon. […]

$20

Bring in the Experts: Rising financial capability and improved financial literacy: Key findings from Massey University’s longitudinal research study

Online Link to watch/listen will be sent to registrants on the day before the event, New Zealand

We are excited to welcome Dr Pushpa Wood to present this webinar on the latest findings from Massey University's NZ Fin-Ed Centre's longitudinal study. Established in 2012 with the generous support of Westpac NZ, this research has been tracking the financial knowledge, attitudes, and behaviours of young New Zealanders as they transition through new life […]

Bring in the Experts: SUPER WEDNESDAY led by our Lending MAC: Supercharging first home buyers

Online

Get ready to supercharge your knowledge to guide first home buyers towards effective solutions. Join our Lending MAC in this information-packed webinar in which they will share their deep industry knowledge, real-world case studies and practical tips that can be applied to your own practice.Key topics include:First Home Partner - shared ownership scheme by Kainga […]

Bring in the Experts – Navigating our economic future: Economist Cameron Bagrie cuts through the PREFU

Online

Following the release of the Pre-election Economic and Fiscal Update (PREFU) on Tuesday 12 September, join renowned economist Cameron Bagrie, as he cut through the noise to deliver a candid assessment of the PREFU figures.Cameron Bagrie, Chief Economist and founder of Bagrie Economics, is known for his insightful and independent analysis of economic trends. With […]

Bring in the Experts: Proving product suitability – strategies, evidence and client engagement

Online Link to watch/listen will be sent to registrants on the day before the event, New Zealand

Take a deep dive into the intricate process of proving product suitability to your clients with compliance expert Karty Mayne from Roswill Consulting. Demonstrating suitability is not just a regulatory requirement; it's a crucial step in ensuring your clients make informed financial decisions that align with their unique needs and goals.In this highly valuable webinar, […]

Bring in the Experts: Rules of Thumb for KiwiSaver Drawdown – the essential guide

Online

Enhance your expertise in KiwiSaver drawdown strategies for clients approaching retirement. Join us for an insightful webinar featuring Ian Perera, Convenor of the Retirement Income Interest Group, and Alison O’Connell, Retirement Commissioner’s Advisory Board, who will provide valuable tools and advice to navigate this critical aspect of retirement planning effectively.The Retirement Income Interest Group (RIIG) […]

Bring in the Experts: 2023 Consumer Research Launch on the Value of Financial Advice

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The 2023 FPSB and Financial Advice New Zealand Value of Financial Planning Research launches on 4 October – World Financial Planning Day. FPSB CEO Dante De Gori, CFP, joins us live from USA to discuss the findings of this global consumer research which highlights the benefits of financial planning and the value of working with […]

Bring in the Experts: Making informed, responsible investment choices – the demand for ethical investing in NZ 

Online

In today's financial world, ethical investing, Environmental, Social, and Governance (ESG) criteria, and Socially Responsible Investments (SRI) have been hot topics of discussion. Barry Coates, CEO of Mindful Money, joins us for this thought-provoking webinar as we explore these concepts, why they’re important, and their implications for investors.  Discover the growing interest among New Zealanders in […]