Bring in the Experts: How changes in the brightline test impact both buyers and sellers
OnlineWhether advising clients on property or investment, this webinar with Kate Chivers, Principal, TurnerHopkins will provide you with the latest information on the brightline test. Kate is a property law specialist and provides information about the reduction of the brightline test to two-years in July, and how it may affect buyers and sellers. Kate initially worked […]
Professional Ethics Workshop – Thursday, April 18th
OnlineProfessional Ethics Workshop - Thursday, April 18th from 9am - 12pmThis workshop delivered by Financial Advice NZ & The Ethics Conversation supports and enhances the competence of financial advisers seeking to demonstrate their commitment to professional ethics and good practice that underpins all client relationships. The workshop session covers: business ethics fundamentals, conflicts of interest, […]
Bring in the Experts: Business Success Unveiled
OnlineOur upcoming webinar, “Business Success Unveiled,” brings together a panel of accomplished financial advisers who have not only innovated in the business world but also transformed their own lives. Our Financial Advice New Zealand 2024 award winners will peel back the curtain and reveal the strategies that propelled them to success. From smart leaderships to effective […]
Regional Town Hall Meeting – New Plymouth
BNZ Partners Centre - New Plymouth 13 Devon Street East, New Plymouth, New ZealandOne month after commencing in his new role, Nick 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 of quality financial advice. We have a strong […]
Central Branch Regional Meeting
Manawatu Community Law Centre 193 Broadway Avenue, Palmerston North, New ZealandMembers and their colleagues are invited to the Central Branch meeting on Tuesday 30 April. Network with your peers and hear from two speakers: Dr Claire Matthews, Head of Banking and Finance at Massey University and Nick Hakes, CEO of Financial Advice New Zealand. Dr Matthews shares her unique perspective on the banking and finance industry and […]
Bring in the Experts: When Clients Claim
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandManaging a successful business is not just about managing effective relationships and communications with clients, but also understanding the risks associated with providing financial advice and making appropriate business decisions to manage those risks. Although many clients may be friends, this hasn’t prevented these people making claims in the past, particularly when their wealth outcomes […]
Bring in the Experts: SUPER WEDNESDAY led by Risk MAC Achieving Higher Compliance: Three Common Shortcomings
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandAt the 2024 Financial Advice NZ conference the FMA shared some insights from their past monitoring visits. The purpose was to help advisers understand some of the advice practice areas that could be improved to help achieve higher compliance with the Code of Conduct. In this highly practical Risk Super Wednesday the Risk MAC are focusing […]
Bring in the Experts: Helping your clients stay ahead of the curve amidst DTI and CCCFA changes
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandThere is a lot of noise in the market about the proposed changes to Credits Contracts and Consumer Finance Act (CCCFA) and Debt to Income ratios (DTI’s).
But opportunities always appear in the midst of change.
Hamish Patel, Mortgage Adviser at Mortgagesonline and Chair of the Financial Advice NZ Lending MAC committee and John Bolton (JB) founder of Squirrel Mortgages will share their insights about the changes that are afoot and their views on how the market will respond.
They will discuss what it could mean for interest rates, bank appetite for lending and the impacts on client demand.
Then they will help you think about what you could do to help your clients stay ahead of the curve.
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 Legal and Anson Lam, Associate of Moore Markams NZ.Max will discuss a client-centred approach to estate planning beyond simply creating a “Will” or “Family Trust”. […]
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 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 […]
