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 […]

We look forward to hosting you at the first Central Regional meeting of 2023 where we will be looking at how the travel market has changed. Suzanne Andrews will discuss current trends and issues, as well as things people planning travel need to know. What is different since the last time you traveled? Suzanne will […]

Bring in the experts - Wednesday 01 March, 10am - Impact investing. What does this really mean? Join us for some valuable insights about impact investing, what it is and what is means when investing funds for your clients. Today our guest presenter is George Carter, the Managing Director of Nikko AM in New Zealand. […]

Bring in the Experts - 8 March, 10am - Covering your legal bases: Protecting your business and your clients. Join us for a comprehensive discussion on how to protect your business and clients as a financial adviser in New Zealand. In this session, we will cover key legal considerations that every financial adviser should be […]

Professional Ethics Workshop - Thursday, March 9th This 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, bias and speaking […]