Blenheim Town Hall Meeting
Nick Hakes is on a whistle-stop tour of the regions and visits Blenheim on 23 May. He is eager to hear directly from our members and broader financial advice community on your business opportunities and challenges. Financial Advice New Zealand provides an authentic voice as advocates to the government, regulator, media, and consumers about the value […]
Hamilton town hall meeting
BNZ Partner Centre - Waikato-Tainui Boardroom Level 1, 354 Victoria Street, Hamilton, New ZealandNick Hakes is on a whistle-stop tour of the regions and visits Hamilton on 28 May. He is eager to hear directly from our members and broader financial advice community on your business opportunities and challenges. Financial Advice New Zealand provides an authentic voice as advocates to the government, regulator, media, and consumers about the value […]
Bring in the Experts: Financial Services Complaints Handling – Research insights & practical tips
OnlineYour internal complaints process is an important way of ensuring you respond to customer concerns and demonstrate fair conduct. It's also an opportunity to engage with your customers to enhance customer satisfaction and loyalty. Katie de Roo, Resolution Specialist at Empowered Complaints Management will share current research insights into financial services dispute resolution, including issues […]
Invercargill Town Hall Meeting
We invite members and the broader financial advice community in Invercargill to come together with Nick Hakes to discuss opportunities and challenges in their practices today. Financial Advice New Zealand provides an authentic voice as advocates to the government, regulator, media, and consumers about the value of quality financial advice. We have a strong belief […]
Bring in the Experts: Post Budget Webinar – Economic and Consumer Impacts
OnlineJoin us for a Post-Budget Special webinar, featuring a leading economist discussing their perspectives of the National Budget’s impact on the economy and New Zealanders. Sumita Paul, Financial Planning and Investment Member Advisory Committee, John Bolton (JB), founder of Squirrel, and Miles Workman, Senior Economist, ANZ, will share their insights about the Budget's impact on […]
Central Branch Regional Meeting
Manawatu Communitu Law Centre 193 Broadway Avenue, Palmerston North, New ZealandOur Central Branch have a great session planned for June. Topic: Where actions and investments can make a difference to the city's economic prosperity. With guest speaker Stacey Andrews, City Economist at Palmerston North City Council Stacey will provide an update on the economic performance of Palmerston North, alongside international and domestic factors impacting economic […]
Bring in the Experts: Shaping the Future of Financial Advice in New Zealand
OnlineWith three months under his belt as Chief Executive Officer and following hundreds of conversations over that time with our members, partners and key organisations across the sector, Nick Hakes is ready to share his vision for Financial Advice NZ. Nick strongly believes that our future success will be achieved through being an adviser driven, […]
Bring in the Experts: How to use FMA’s online regulatory return portal
OnlineAll licensed Financial Advice Providers (FAP) are required to complete their Financial Markets Authority (FMA) annual regulatory return by 30 September 2024. Dhasha Ratnayaka, Senior Adviser at the FMA will guide you through using the online form and submitting the FAP regulatory return via the FMA portal in this upcoming webinar. Please note that the […]
Professional Development Planning
One of the hallmarks of a professional is the commitment to ongoing investment in their knowledge and skills. The purpose of a professional development planning process is to enable you to identify the areas of your knowledge, skill and competency that you want to develop to enable you to achieve your personal and business development […]
Dunedin – Financial Advice NZ Connect Tour 2024
Distinction Hotel 6 Liverpool St, Dunedin, New ZealandJoin your peers in Dunedin on 23 July 2024 as we shape the future of financial advice in Aotearoa New Zealand. As we look to the future, our industry is in transition. What made advice businesses successful today will not be the same as what makes them successful tomorrow. Consumer expectations are changing and the […]
