Consultation discussion on Trusted Adviser Financial Advice NZ Join this webinar for an open discussion on the proposed Trusted Adviser Financial Advice NZ mark and its criteria. How do I join the webinar? Zoom Link – simply click on the link a few minutes before 10am on Tuesday. Can I ask questions during the webinar? Members […]

Ann Hodgson from ACC will be joining us to give an update on ACC More details to follow

Diploma in Trusts and Estates New Zealand - Advanced Certificate 4: Taxation & Accounting for Trusts & Estates Certificate Work towards gaining your STEP Diploma - in Trusts and Estates New Zealand. The STEP Diploma in Trusts and Estates is a practical and hands-on course designed and delivered by leading New Zealand trust and estate […]

You are invited to attend the June meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 28th July 2020. Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker:  Tim Mordaunt (ONZM) - Founder and Principal of Property Brokers An overview of the "Survive till you Thrive" initiative […]

Non Bank lenders talking about different market requirements and products which are available Due to popular demand we have a range of non-bank lenders joining us to discuss the lending solutions which are available to a financial adviser in the non-bank lending sector. This webinar will discuss the changing consumer needs in these unique times […]

Dimensional Fund Advisers Monthly Webinar Series Webinar 2 – Communicating the Sustainability Message Friday 31st of July 2020 10:00am Investors are increasingly interested in integrating their values around sustainability and other issues with their investment goals. The big question is how this can be achieved. Providing answers represents an opportunity for advice firms. Please join […]

Click to Register Financial Advice NZ is excited to deliver a free public-facing Money Week webinar series which directly reaches consumers through a one-hour webinar every morning of Money Week. The 2020 Sorted Money Week campaign 'Just wondering' reflects the explosion of money questions the Commission for Financial Capability (CFFC) has seen during this time of change and uncertainty. The […]

Tuesday 11 August 11am – Money Week – Mortgage Discussion with John Bolton Click to Register Financial Advice NZ is excited to deliver a free public-facing Money Week webinar series which directly reaches consumers through a one-hour webinar every morning of Money Week. The 2020 Sorted Money Week campaign 'Just wondering' reflects the explosion of money […]

Wednesday 12 August 11am – Money Week – Insurance Discussion with Peter Leitch Click to Register Financial Advice NZ is excited to deliver a free public-facing Money Week webinar series which directly reaches consumers through a one-hour webinar every morning of Money Week. The 2020 Sorted Money Week campaign 'Just wondering' reflects the explosion of money […]

Thursday 12 August 11am – Money Week – Retirement Planning with Liz Koh Click to Register Financial Advice NZ is excited to deliver a free public-facing Money Week webinar series which directly reaches consumers through a one-hour webinar every morning of Money Week. The 2020 Sorted Money Week campaign 'Just wondering' reflects the explosion of money […]