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 […]
Christchurch – Financial Advice NZ Connect Tour 2024
Chateau on the Park 189 Deans Avenue, Christchurch, Riccarton, New ZealandJoin Katrina Studholme and the Canterbury Regional Branch as the host another great event in Christchurch. The Connect Tour will be held on 24 July 2024. Help shape the future of financial advice in Aotearoa New Zealand.As we will look to the future, our industry is in transition. What made advice businesses successful today will not […]
Palmerston North – Financial Advice NZ Connect Tour 2024
Palmy Conference & Function Centre 354 Main Street, Palmerston North, New ZealandPaul O'Brien and the Central Branch host another great event for financial advisers in Palmerston North on 25 July 2024. Join your peers and 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 […]
CCCFA Affordability Assessment Regulatory Changes
The Responsible Lending Code has been amended to remove some of the barriers that consumers have faced when trying to access credit. The new code comes into force on the 31 July – the day of our webinar.The changes have resulted in the revocation of the highly prescriptive affordability tests. Lenders must still meet their […]
Wellington – Financial Advice NZ Connect Tour 2024
Rangimare Room 1, Te Papa 50 Cable Street, Wellington, New ZealandJoin your financial peers in Wellington on 6 August at the Financial Advice New Zealand Connect Tour. 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 regulatory and competitive environment […]
