We look forward to hosting you and our annual guest, Sue Fordyce. Sue will bring us her vibrant and interesting overview of all things legal. We hope you can join us! Guest Speaker Sue Fordyce Topic Overview of the legal world 12.00pm start with lunch finishing at 2pm Cost $20 incl GST RSVP by 12pm […]

Bring in the experts - Wednesday 29 March, 10am - How well are you securing your clients data? What are the chances of a cyber-attack on your business? It’s not if. It’s When! Financial Professionals are 300 times more likely to be targeted than any other business. So having a plan, security settings and processes […]

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 […]

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 SUPER WEDNESDAY Decumulation and changing your clients’ mindset from saving to spending Join us for a comprehensive discussion on decumulation and cashflow modelling tools to better support your client’s change of mindset from saving to spending during retirement. As financial advisers, we take so much time teaching clients to save and […]

Bring in the experts - Wednesday 12 April, 10am - Be a brand your clients value Don’t miss out on the chance to join Ciaran Jack, from Obvious Brand Partners, on how to “be a brand your clients value.” In this webinar, you will learn about the importance of building a clear and consistent brand identity that […]

Bring in the Experts - Effective Communications: De-escalating and difficult behaviours In many work environments, we may encounter clients (or other stakeholders) who are anxious, upset or concerned, and communicate these emotions in challenging ways, which can take its toll on you and your colleagues. In this one hour webinar, Kay Chapman from Chapman Employment Relations will […]