Bring in the Experts: Value-Focused Estate Planning
OnlineThis webinar will expand your understanding of estate planning beyond wills and trusts and discuss regulatory issues and how to avoid them. Speakers include Max Gunawan, Principal Director of Platinum […]
Nelson Town Hall Meeting
Nick Hakes is on a whistle-stop tour of the regions and visits Nelson on 23 May. He is eager to hear directly from our members and broader financial advice community on […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
