Bring in the Experts - Bringing back our Financial Advisers to discuss life after lockdown When we first started the Bring in the Experts webinars, we had a panel of four experienced business owners from within our membership to discuss how to manage your business during COVID-19. Due to popular demand we have got them back to discuss what […]

Get the First look at Full Licensing Conditions Join this Financial Advice NZ webinar to get the first look at Full Licensing. FMA’s John Botica and Derek Grantham join us to discuss the upcoming consultation on standard conditions for full licensing – something we know you are eager to hear more on. “We are very […]

Join this second Financial Advice NZ webinar looking at Full Licensing. FMA’s John Botica and Derek Grantham join us to discuss the upcoming consultation on standard conditions for full licensing – something we know you are eager to hear more on. “We are very pleased to host John & Derek as they provide the first […]

Marsh/Financial Advice New Zealand Liability Insurance Programme We are hosting this webinar in conjunction with Marsh so you can obtain a greater understanding of the Liability Insurance Programme and the levels of cover you and your business may require. The 2020/2021 Liability Programme has been developed to meet the liability insurance needs of financial advisers. […]

Dimensional Fund Advisers Monthly Webinar Series Webinar 1 - Communicating the Tenets of a Better Investment Experience Thursday 25th of June 2020 10:00am   This webcast features 10 key decisions that can help investors target long-term wealth in the capital markets. Please join us for a webcast with Regional Director Matt McKay, to walk you […]

You are invited to attend the June meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 30th June 2020. Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker: The Honourable Steve Maharey Wellbeing  - Survive till you Thrive Time: 12.00pm Lunch with meeting finishing at 2pm […]

Economist Cameron Bagrie Cameron Bagrie is joining us to talk about the economy then and post COVID-19 with a view on the financial services sector. After a very successful webinar back in April in the heart of lockdown, we are excited to have him joining us again to talk about numerous topics that we all […]

Disclosure Requirements with MBIE We are excited to have both Sharon Corbett and Rose Wang from MBIE join us in a webinar to discuss the new disclosure requirements for financial advisers. MBIE has announced that 15 March 2021 is the start for the new financial advice regime.  We are pleased to finally have certainty on […]