Did 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 protection in place. With the changes brought about by Covid-19, such as remote work and the use of personal devices, businesses are even more vulnerable. […]

Join 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 key elements and best practices that make an SoA truly effective and compelling for clients. Learn how to structure your advice in a concise and […]

In 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. Committed to resolving complaints in a fair and impartial manner, Susan will share lessons learned from resolved complaints and discuss recent cases involving advisers. She […]

Regional Roadshow: Out of the Box Tour - Auckland, 1 August Get ready to think outside the box again! Financial Advice NZ is hitting the road again to bring you expert knowledge and networking opportunities that will set you up for success in the ever-evolving financial landscape. Whether you’re a seasoned professional, a young adviser […]

Join Richard Calkin, Founder of Web Genius and take your marketing efforts to new heights and discover the incredible power of the internet to find new customers and keep them coming back for more. Richard will take you on a journey through key highlights from the soon-to-be-released fourth edition of his book: The Kiwi Business Hero's Internet Marketing […]

Regional Roadshow: Out of the Box Tour - Cambridge, 3 August Get ready to think outside the box again! Financial Advice NZ is hitting the road again to bring you expert knowledge and networking opportunities that will set you up for success in the ever-evolving financial landscape. Whether you’re a seasoned professional, a young adviser […]

Hosted by our RISK Members Advisory Committee, this month’s Super Wednesday features two informative presentations led by industry experts David Greenslade and Cecila Farrow and hosted by Dean Logan, Chair of our Risk MAC.  Topic 1: Crafting Impactful Statements of Advice for Personal Risk Advice – David GreensladeBack by popular demand, David Greenslade, Executive Director of […]

Taranaki Regional Meeting - August 2023 9am – 11.30am, Thursday 10 AugustPlymouth International Exclusive FMA update on what they’re seeing on their monitoring visits and hear their recommendations for best practice. Katrina will provide a ‘Legs and Regs’update covering AML and vulnerable clients. Plus great networking opportunities over morning tea. We hope you can join […]

Regional Roadshow: Out of the Box Tour - Wellington, 15 August Get ready to think outside the box again! Financial Advice NZ is hitting the road again to bring you expert knowledge and networking opportunities that will set you up for success in the ever-evolving financial landscape. Whether you’re a seasoned professional, a young adviser […]