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 […]

Out of the Box Tour Financial Advice NZ is excited to be touring around the regions in 2023. We will be on the road in both March and August bringing expert knowledge and networking to financial advisers in your region. Coming along for the ride will be a line-up of speakers who will share their […]

Bring in the experts - Wednesday 15 March, 10am - Market update with Core Logic. We welcome back Kelvin Davidson ,Chief Economist from Core Logic to provide and update on the markets in New Zealand during a period of great recovery. What will the remainder of the year look like and what trends are we […]

Out of the Box Tour Financial Advice NZ is excited to be touring around the regions in 2023. We will be on the road in both March and August bringing expert knowledge and networking to financial advisers in your region. Coming along for the ride will be a line-up of speakers who will share their […]