Calendar of Events
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Central Regional Meeting – 25th February 2020
Central Regional Meeting – 25th February 2020
You are invited to attend the February meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 25th February 2020. Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker: Willie Masters - Employsure Limited Employment Relations for your SME clients Time: 12.00pm Lunch with meeting finishing at 2pm […]
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Regional Meeting – Canterbury/Nelson
Regional Meeting – Canterbury/Nelson
Canterbury/Nelson Regional Meeting We are delighted to invite you to our first Regional meeting of 2020 for the Canterbury/Nelson Region to be held on the 27th February 2020 from 9.00am - 11.00am at Clearwater Golf Course 40A Clearwater Ave, Northwood Everyone who relies on earned income deserves a plan to protect it! Despite the fact […]
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Auckland Regional Meeting
Auckland Regional Meeting
Auckland Regional Meeting Guest Speakers: Rupert Gough - CEO Mortgage Lab CEO of the Mortgage Lab, head of Kepa Home Loans and author of "The Successful First Home Buyer" has been in the mortgage industry for 10 years. Based in Tauranga, he oversees the recruitment, training, and growth of 16 mortgage advisers nationwide. Rupert will give […]
Regional Catch Up – Invercargill
Regional Catch Up – Invercargill
Regional Catch Up - Invercargill You are invited to come and join fellow Financial Advice New Zealand members for an informal catch up. To be held on the 4th March 2020 from 5 pm at Auction House Cafe & Bar, 20 Don St, Invercargill Please note food/drinks will be available, but at own cost. Please register your attendance with the […]
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Fi360 Pacific: Accredited Investment Fiduciary (AIF®) Program
Accredited Investment Fiduciary (AIF®) 2-day Training Program This is a 2-day classroom based course which concludes with an examination in order to apply for and earn the AIF® Designation. The course will give you the opportunity to: become an Accredited Investment Fiduciary® designee absorb the Fiduciary Prudent Practices and how to apply them understand the basis for, and benefits of, fiduciary standards of […]
Kernel Presents: S&P Dow Jones Indices Financial Adviser Round Table
Kernel Presents: S&P Dow Jones Indices Financial Adviser Round Table Join Kernel and S&P Dow Jones Indices for an adviser round-table with guest speaker, Tim Edwards - MD of Index Investment Strategy where he will discuss: the benefits of indexed investing; implementing indexed investment strategies into a portfolio; provide insights into global trends and the […]
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Central Regional Meeting – 31st March 2020
Central Regional Meeting – 31st March 2020
You are invited to attend the March meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 31st March 2020. Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker: Dr Claire Matthews Claire will be providing updates regarding: The changing credit card market, The prospect of Kiwibank buying […]
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Residential Property Lending Strand 3 day Workshop
Workshop Overview This workshop has been jointly developed between Financial Advice New Zealand and Professional IQ College (PIQ), with input from the major banks. The workshop includes NZQA accredited Residential Property Lending Strand training and business and specialist lending. As well as attending the three-day workshop, you will be required to complete 4 unit standard […]
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Where do Returns Come From?
Where do Returns Come From?
Where do Returns Come From? How can you reliably outperform the market? Where do returns come from? And how can you communicate these concepts to your clients? Please join us for a webcast with Portfolio Manager, Slava Platkov, and Regional Director, Tom Fellowes, to explore a clear framework through which to view different investment approaches. […]
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Bring in the Experts Webinar Series on COVID-19 – Sector Wide
Bring in the Experts Webinar Series on COVID-19 – Sector Wide
Webcast #1/4 A series of four interactive webcasts on the impact of COVID-19 Getting through to recovery – with Tony Alexander Wednesday 25 March 10-11am Tony Alexander is one of New Zealand's most experienced economists. Out on his own now and speaking in plain language he looks at the nature of the shock hitting our […]
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Bring in the Experts Webinar Series on COVID-19 – Banks
Bring in the Experts Webinar Series on COVID-19 – Banks
Bank representative(s) discussing hardship and mortgage holidays How do I join the webinar? Here is the Link to this Wednesday’s webcast –https://zoom.us/j/198718442 simply click on the link a few minutes before 10am on Tuesday. Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function. What […]
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Bring in the Experts Webinar Series on COVID-19 – Investment Market
Bring in the Experts Webinar Series on COVID-19 – Investment Market
Capital versus COVID-19: Investment assets confront their toughest opponent in decades – Greg Fleming, Head of Investment Strategy, AMP Capital New Zealand Wednesday 1 April 10-11am Greg Fleming discusses investment strategies in a market - rocked by this Black Swan event Five key points to be addressed: How should investors cope with the “black swan” […]
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Bring in the Experts Webinar Series on COVID-19 – Business Management
Bring in the Experts Webinar Series on COVID-19 – Business Management
Business Management Financial Advice CEO and business experts from within the membership discuss how to manage your business now and tomorrow; what levers you have to assist with business sustainability, communicating with clients etc. How do I join the webinar? Here is the Link to Thursday’s webcast – https://zoom.us/j/302579213 simply click on the link a few […]
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Bring in the Experts Webinar Series on COVID-19 – IRD
Bring in the Experts Webinar Series on COVID-19 – IRD
How to access business assistance for you and/or your clients How do I join the webinar? Here is the Link to Friday's webcast – https://zoom.us/j/359550006 simply click on the link a few minutes before 10am on Friday. Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written […]
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