Canterbury/Nelson Branch Meeting June 2023
Sugarhorse Bar & Eatery 100 Morehouse Avenue, Christchurch, New ZealandCanterbury/Nelson Branch Meeting Drop-in session, Sugarhorse Bar & Eatery, 100 Morehouse Avenue, Christchurch Come have a coffee with the Nelson/Canterbury Regional Financial Advice NZ Committee members. Share your ideas and feedback on […]
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. […]
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 […]
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 […]
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. […]
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 […]
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 […]
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 […]
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 […]
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. […]