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 […]
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 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 […]
Cambridge – Financial Advice NZ Connect Tour 2024
Karāpiro Room, Sir Don Rowlands Events Centre 601 Maungatautari Road RD 2, Cambridge, Mighty River DomainAs 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 ZealandJoin 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 […]
Central Branch Regional Meeting
Manawatu Communitu Law Centre 193 Broadway Avenue, Palmerston North, New ZealandJoin Steve Davey, a finance expert with decades of experience, as he shares proven methods to enhance financial literacy for business owners. This session offers advisers valuable insights into how […]
The adviser voice on the proposed amendments to the Code of Professional Conduct
Off the back of the Financial Advice NZ Connect Tour where 92% of delegates rated the Code Committee session as excellent for relevance and value, we invite you to join […]
Financial advice is moving from product to people and from money to meaning
Financial advice is moving from product to people and from money to meaning. The adviser of the future is an evolving proposition, shifting from facilitator and distributor to coach, mentor and life adviser. […]