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 […]

Dunedin – Financial Advice NZ Connect Tour 2024

Distinction Hotel 6 Liverpool St, Dunedin, New Zealand

Join 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 […]

Christchurch – Financial Advice NZ Connect Tour 2024

Chateau on the Park 189 Deans Avenue, Christchurch, Riccarton, New Zealand

Join 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 […]

Palmerston North – Financial Advice NZ Connect Tour 2024

Palmy Conference & Function Centre 354 Main Street, Palmerston North, New Zealand

Paul 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 […]

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 […]

Wellington – Financial Advice NZ Connect Tour 2024

Rangimare Room 1, Te Papa 50 Cable Street, Wellington, New Zealand

Join 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 […]

Cambridge – Financial Advice NZ Connect Tour 2024

Karāpiro Room, Sir Don Rowlands Events Centre 601 Maungatautari Road RD 2, Cambridge, Mighty River Domain

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 […]

Auckland – Financial Advice NZ Connect Tour 2024

Hilton Hotel Princes Wharf, 147 Quay Street, Auckland, New Zealand

Join your peers in Auckland on 8 August at the Connect Tour and shape the future of financial advice in Aotearoa New Zealand. As we look to the future, our industry […]

Disputes resolution rule changes and potential impacts

On 18 July, new rules for approved dispute resolution schemes came into law under the Financial Services Providers Regulations 2024 (Rules for Approved Dispute Resolution Schemes).  Some of the notable changes […]

Strategies Summit 2024

Financial Advice New Zealand has partnered with Portfolio Construction Forum to co-host the 23rd annual Portfolio Construction Forum Strategies Summit 2024 being held over the 21st and 22nd of August […]