Financial Advice New Zealand Conference 2024 – March 5 & 6
Tākina Wellington Convention & Exhibition Centre 50 Cable Street, Te Aro, Wellington, New ZealandRegistrations are now open! Believe in possibilities, navigate unexpected challenges and explore opportunities to THRIVE in the ever-evolving financial landscape! Our 2024 conference is not just another industry event; it’s a gathering of forward-thinking professionals ready to collaborate, innovate and embrace the power of the thriver mindset to succeed, whatever the situation. With an inspiring and […]
Bring in the Experts: Is the Inflation Genie Back in the Bottle?
OnlineDean Logan, MAC Chair hosts Director of Daintree Capital, Justin Tyler. Justin presents on inflation drivers and how to structure a portfolio for resilience against inflationary pressures. Daintree are specialists in the management of absolute return income portfolios, with capital preservation being the cornerstone of their investment philosophy.Justin has nearly 20 years of experience in […]
Professional Ethics Workshop – Thursday, March 14th
OnlineProfessional Ethics Workshop - Thursday, March 14th 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: Understanding Changes with ACC Cover
OnlinePhilip Southgate, ACC will highlight the changes to CoverPlus (CPX) and other ACC Cover products. Philip manages portfolios of large business customers, strategic partners, and intermediaries, supporting them to deliver innovation and solutions that support their businesses while meeting ACC requirements. He has 17 years’ experience with ACC and offers an extensive knowledge and understanding […]
Bring in the Experts: New Research on KiwiSaver Contributions Behaviour
OnlineDr Michelle Reyers, Policy Lead, Retirement Commission provides a preview of the findings from new research about KiwiSaver contributions behaviour ahead of the release of the full report in April. Te Ara Ahunga Ora Retirement Commission commissioned the New Zealand Policy Research Institute at AUT to examine KiwiSaver members’ characteristics to understand how contribution behaviour differs […]
Bring in the Experts: SUPER WEDNESDAY led by Charlene Overell, MAC Committee Member : Key considerations when discussing investments with clients
OnlineHosted by Charlene Overell MAC Committee, with guest speakers Apollo Lupescu PhD, Vice President, Dimensional Fund Advisors Santa Monica office and Tom Deacon, Senior Investment Analyst, Mint Asset Management NZ. Explore concepts and principles for effective communication with clients, the timing of investments, the impact of the US election on client thinking and the surrounding […]
Bring in the Experts: Raising Awareness of the Value of Financial Advice
OnlineJoin Bronwyn Kirwan, Fidelity Life Chief Commercial Officer, and Mark Vincett, Insight Director from market researchers Sapien, to learn about Advice for good, Fidelity Life’s recently released research into New Zealanders’ attitudes towards financial advice. Advice for good provides important insights not just for advisers, but also for the wider industry and policymakers. It aims […]
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 […]
