Bring In the Experts – FMA Review of Consumer Experience Report

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Bring In the Experts - FMA Review of Consumer Experience Report Who’s benefitting from Financial Advice and how many New Zealanders feel secure about their financial position? Join us on this webinar to hear from FMA about the insights of the recent Consumer Experience with the financial sector survey. We have Michaela Bailey and Tammy […]

Central Regional Meeting September 27th

BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New Zealand

September meeting of the Central Branch of Financial Advice New Zealand To be held on Tuesday, 27th September 2022 at the BNZ meeting rooms 203 Broadway Ave, Palmerston North at 12pm Guest Speaker Bob Lissington, businessman and PhD (Financial Planning) Topic "Valuable lessons I have learnt over the years" 12.00pm start with lunch finishing at 2pm […]

Bring in the Experts: CoreLogic Market Update

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Kelvin Davidson, Chief Economist from Corelogic this week presents on how NZ is looking with the latest updates and insights into when this downturn will end. Kelvin joined CoreLogic in March 2018 as Senior Research Analyst, before moving into his current role of Chief Economist. He brings with him a wealth of experience, having spent […]

Super Wednesday – Insurance

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Super Wednesday – Insurance For this Super Wednesday webinar, we have three insurance focused sessions presented by Cecilia Farrow (Founder and Managing Director at FAP Services Limited), Dean Logan (Managing Director Logan Smythe & Associates Ltd) and Leigh Hodgetts (Professional Development, Standards and Policy Manager, Financial Advice NZ). Session 1: Refocus on your business plan […]

Bring in the Experts: Economic Update with Cameron Bagrie

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Wednesday 12th October, 10am - Bring in the Experts: Economic Update with Cameron Bagrie The global economy continues to twist and turn as inflation impacts on many countries, the Russia/Ukraine war continues, and we still feel the impact of COVID and supply chain issues. In NZ, we continue to battle inflation, rising prices, credit limitations, […]

Bring in the Experts: FMA – What are Regulatory Returns? The consultation has begun.

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Wednesday 19th October - Bring in the Experts: FMA - What are Regulatory Returns? The consultation has begun. Regulatory Returns are Standard Condition 3 for full FAP licences. The consultation process has begun, and today you have the opportunity hear direct from the FMA on what this means for directors of FAPs, financial advisers, and […]

Central Regional Meeting October 25th

BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New Zealand

October meeting of the Central Branch of Financial Advice New Zealand To be held on Tuesday, 25th October 2022 at the BNZ meeting rooms 203 Broadway Ave, Palmerston North at 12pm Guest Speaker Stacey Bell - City Economist Topic Manawatu economy update 12.00pm start with lunch finishing at 2pm Cost $20 incl GST RSVP by 12pm […]

Bring in the Experts: What does servicing your clients look like in the new regime?

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Wednesday 26th October - Bring in the Experts: What does servicing your clients look like in the new regime? We have another great panel discussion lined up for this webinar. Our experts will share their views and thoughts on what the expectations are around looking after clients under the new regime. Have you changed your […]

Canterbury/Nelson Regional Meeting October 28th

Russley Golf Club 428 Memorial Av, Christchurch, New Zealand

October meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand To be held on Friday, 28th October 9am at the Russley Golf Club Doors open at 8:30am, event to begin at 9am The weather is warming up and we are enjoying more chances to connect with each other. Join us in October to brush up […]

Super Wednesday – Lending

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Wednesday 2nd November - Super Wednesday – Lending Judy Steiner, MAC Chair, will lead the discussion this Super Wednesday with the Lending MAC. What’s your value proposition? How do you incorporate your disclosure documents into your advice process to build trust and value with your clients? This is a great opportunity for you to ask […]