financial advice
Bring in the Experts: New Research on KiwiSaver Contributions Behaviour
OnlineDr Michelle Reyers, Policy Lead, Retirement Commission provides a preview of the findings from new research about KiwiSaver contributions behaviour ahead of the release of the full report in April. Te Ara Ahunga Ora Retirement Commission commissioned the New Zealand Policy Research Institute at AUT to examine KiwiSaver members’ characteristics to understand how contribution behaviour differs […]
Bring in the Experts: Helping your clients stay ahead of the curve amidst DTI and CCCFA changes
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandThere is a lot of noise in the market about the proposed changes to Credits Contracts and Consumer Finance Act (CCCFA) and Debt to Income ratios (DTI’s).
But opportunities always appear in the midst of change.
Hamish Patel, Mortgage Adviser at Mortgagesonline and Chair of the Financial Advice NZ Lending MAC committee and John Bolton (JB) founder of Squirrel Mortgages will share their insights about the changes that are afoot and their views on how the market will respond.
They will discuss what it could mean for interest rates, bank appetite for lending and the impacts on client demand.
Then they will help you think about what you could do to help your clients stay ahead of the curve.
Bring in the Experts: Shaping the Future of Financial Advice in New Zealand
OnlineWith three months under his belt as Chief Executive Officer and following hundreds of conversations over that time with our members, partners and key organisations across the sector, Nick Hakes is ready to share his vision for Financial Advice NZ. Nick strongly believes that our future success will be achieved through being an adviser driven, […]
