The 2023 FPSB and Financial Advice New Zealand Value of Financial Planning Research launches on 4 October – World Financial Planning Day. FPSB CEO Dante De Gori, CFP, joins us live from USA to discuss the findings of this global consumer research which highlights the benefits of financial planning and the value of working with […]

In today's financial world, ethical investing, Environmental, Social, and Governance (ESG) criteria, and Socially Responsible Investments (SRI) have been hot topics of discussion. Barry Coates, CEO of Mindful Money, joins us for this thought-provoking webinar as we explore these concepts, why they’re important, and their implications for investors.  Discover the growing interest among New Zealanders in […]

This is a not to be missed webinar for all advisers interested in best practice for file reviews. Practitioners and compliance experts will discuss what is involved in reviewing a clients file. The webinar will transverse why we have reviews ranging from your legal obligations, client expectations and business processes. It will provide practical tips […]

For those of you who may have missed Katrina’s presentation on our Out of the Box August Tour, she’s back to do it one more time! In this webinar, Katrina will workshop vulnerable clients as per legislation and regulatory interpretations to enhance your ability to identify and support vulnerable clients effectively. She will also explore whether you […]

The Retirement Expenditure Guidelines were released two weeks ago. While the results are not surprising, they are concerning. The difference between NZ Super and weekly expenditure has increased substantially for all household groups reflecting the higher rate of inflation. Associate Professor Claire Matthews, co-author of the Retirement Expenditure Guidelines provides insights into the findings and […]