Bring in the Experts: Navigating retirement villages – what advisers need to know
OnlineThis informative webinar, designed for financial advisers, will explore the rapidly expanding Retirement Village sector and its role in meeting the doubling demand of the 75+ age group by 2035. Gain the knowledge you need to navigate the future of retirement living and help your clients prepare for village life. Key topics: The Retirement Village […]
Bring in the Experts: How do your client files measure up? Hear what experts are seeing in file reviews
OnlineJoin us for an enlightening webinar featuring two industry experts who will share their findings from undertaking file reviews. This webinar will provide valuable insights into the areas of Insurance/Financial Planning advice and Mortgage advice. Our first expert, David Greenslade, Executive Director of Strategi, will discuss financial planning, investment, and personal insurance file reviews. David […]
Central Branch Meeting June 2023
BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New ZealandCentral Branch Meeting Hear guest speaker David Murphy, Chief Planning Office, Palmerston North City Council discuss city planning that will have a positive outcome for your clients. Lunch from 12 noon. Finish by 2pm. Cost $20 | RSVP by 12pm Friday 23 June The event may be cancelled if there are not enough registrants.
Bring in the Experts: Embracing AI in the World of Finance
OnlineThe world of finance is being transformed by innovations such as Large Language Models (LLMs) like ChatGPT, which have the potential to revolutionize the way professionals access and share knowledge. These AI tools can significantly boost productivity and increase efficiency, allowing financial professionals to focus on high-value activities like strategic decision-making and client relationship management. […]
Bring in the Experts: NZ property market update with CoreLogic
OnlineJoin us for an exclusive webinar with Nick Goodall, Head of Research at CoreLogic, for an update on the property markets in New Zealand. Find out what the remainder of the year will look like and what trends to expect for the year ahead. Nick is known for his exceptional numerical skills and the ability […]
Bring in the Experts: Protecting client data and building resilience in the face of cyber threats
OnlineDid you know that 1 in 5 attacks in New Zealand are against small to medium-sized businesses? Cybercriminals don't discriminate based on industry. Their automated attacks target anyone without adequate protection in place. With the changes brought about by Covid-19, such as remote work and the use of personal devices, businesses are even more vulnerable. […]
Bring in the Experts: Crafting impactful Statements of Advice that are effective and engaging
OnlineJoin us for an insightful webinar with David Greenslade, Executive Director of Strategi, where we delve into the world of impactful Statements of Advice (SoA) in the financial advice industry. Discover the key elements and best practices that make an SoA truly effective and compelling for clients. Learn how to structure your advice in a concise and […]
Central Branch Meeting July 2023
BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New ZealandCentral Branch Meeting Hear guest speaker David Murphy, Chief Planning Office, Palmerston North City Council discuss city planning that will have a positive outcome for your clients. Lunch from 12 noon. Finish by 2pm. Cost $20 | RSVP by 12pm Friday 21 July The event may be cancelled if there are not enough registrants.
Bring in the Experts Webinar – Understanding complaints: Trends, case studies and best practices for financial advisers
OnlineIn this insightful webinar, join Susan Taylor, Financial Ombudsman and CEO of Financial Services Complaints Ltd (FSCL) and deepen your understanding of complaints and trends within the financial services industry. Committed to resolving complaints in a fair and impartial manner, Susan will share lessons learned from resolved complaints and discuss recent cases involving advisers. She […]
Regional Roadshow: Out of the Box Tour – Auckland
The Maritime Room Princes Wharf, Viaduct Harbour, Auckland, New ZealandRegional Roadshow: Out of the Box Tour - Auckland, 1 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 […]