Central Regional Meeting April 26th   To be held on Tuesday, 26th April 2022 at the The Marist Club, 19 Pascal Street, Palmerston North at 12pm   Guest Speaker Sue Fordyce Topic Sue will give an update on legal matters including trends & law changes affecting our clients & the public at large. 12.00pm start […]

Bring in the Experts: Super Wednesday - Licensing Workshop with the FMA This is your opportunity to start the licensing process with expert guidance directly on hand to answer your specific questions and help you with any areas you get stuck on as you go. This Licensing Workshop with the FMA will be run a […]

Bring in the Experts: Economic update with Tony Alexander It's a challenging time for Kiwis as our economy becomes more and more stretched from the impacts of inflation, supply constraints and disruption, rising interest rates...the list goes on. Must be time to call in our expert economist Tony Alexander who will share his insights and […]

Professional Ethics Workshop - Thursday, May 5th   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 […]

Bring in the Experts: Tools for your business part 1: How to get the most out of Xero Xero is one of the world’s most popular accounting software programs. You can use it to streamline your bookkeeping, view and analyse your financial data, automate repetitive tasks, and make your accounting processes more painless. But like […]

Bring in the Experts: Tools for your business part 2: Make your business smarter This webinar is all about reviewing and refreshing your business tools by learning how certain apps can improve productivity in your financial adviser practice. We are excited to welcome Heather Smith, Chartered Accountant, and author of ‘Xero for Dummies’ and ‘Learn […]

Bring in the Experts - Helping your clients navigate retirement village life By 2035 the 75+ age group is expected to double, and the Retirement Village sector is rapidly expanding in an effort to meet that future demand. Designed for financial advisers, this webinar will equip you to help your clients who are preparing for […]

Central Regional Meeting   To be held on Tuesday, 31st May 2022 at the BNZ meeting rooms 203 Broadway Ave, Palmerston North at 12pm As we transition into winter and colder weather, we are working to keep our events calendar flush with engagement and development opportunities. Come along to our lunch meeting where we will […]

This Super Wednesday webinar will be facilitated by Dean Logan, Risk MAC Chair, as we cover key insights, updates and best practice for insurance advisers. The agenda: Environmental Scan – Are you asking the right questions? We'll take a bird’s eye view of the political situation, economic factors, impact of culture, technology innovations, current legislation […]