Bring in the Experts - Wednesday 16th November - Understanding markets during turbulent times “How to advise your clients when they are starting to panic” In these uncertain times it can be hard to know how to advise your clients when the markets are not behaving in their normal patterns. Many clients are now starting […]

Bring in the Experts - Wednesday 23th November - FMA Thematic Review on wholesale investing FMA review on wholesale investing and the use, confirmation, and acceptance, of eligible investor certificates The Financial Markets Authority (FMA) has found several conduct concerns in the wholesale property investment sector, and issued seven formal warnings. The FMA commenced a […]

Financial Advice New Zealand Central Region Christmas lunch You are set to enjoy the company of your Financial Advice New Zealand colleagues for a well received Christmas lunch at Nero's Restaurant. The three-course meal will be accompanied with wine to match the cuisine.   We wish to extend a special thank you to Cigna for […]

Financial Advice NZ and the Canterbury/Nelson Regional Leadership Team would like to invite you to save the date for our upcoming Christmas event.   Come and connect before the holiday break and spread some good cheer. We will supply the nibbles, you supply the banter! It's a busy time of year, but we would love […]

Bring in the experts - Wednesday 25 January, 10am - Economic Update by Cameron Bagrie Economist Cameron Bagrie will provide insight into how the economy is tracking and what we should be watching out for in the near future. What are the biggest influencers on the domestic and international economy? What is happening in the […]

The Road Ahead - Part 1 - Understanding your competency requirements in the regime We are excited to be starting the “2023 The Road Ahead” four-part knowledge webinar series for financial advisers with a webinar on Professional Development Plans and CPD requirements. This is an important component of being licensed in the new regime. It’s […]

The Road Ahead - Part 2 - Reviewing the stages of Disclosure and the complaints process. This is the second part of the “2023 The Road Ahead” four-part knowledge webinar series for financial advisers with a webinar on Disclosure and how it is provided to the client in the advice process. This is an important […]

The Road Ahead - Part 3 - Discussing good record keeping and tips for the year ahead. This is the third webinar in the “2023 The Road Ahead” four-part knowledge webinar series for financial advisers with a webinar on Record Keeping. Record keeping is a fundamentally important part of the new regime and advice businesses […]

The Road Ahead - Part 4 - Enhancing your Business Continuity Plan – have you tested it? This is the last webinar in the “2023 The Road Ahead” four-part knowledge webinar series for financial advisers with a webinar on Your Business Continuity Plan. Business continuity plans are often developed and left in the bottom draw […]