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Financial Advice New Zealand Free Webinar Series

There has never been a more important time to consider your financial health, wealth and wellbeing. At a time like this, taking time to review your finances and ensure you are building financial resilience is fundamentally important to ensure you have financial security in the future.   

Financial Advice is a not for profit membership-based organization for quality financial advisers. Our role is to ensure you can obtain quality financial advice which increases your financial health, wealth and wellbeing. Our advisers help New Zealanders everyday and are passionate about transforming your lives. 

At different times in your life you will be looking at and assessing your different financial needs. These will involve planning and budgeting, savings and investing, buying a home, protecting your wealth, retirement, and protecting yourself. 

We are excited to bring to you a webinar series over Money Week to discuss different aspects of your financial wellbeing. These webinars are free and will be hosted by financial advisers. You will be able to ask questions through the chatroom and get answers to your questions. This will not be personalised advice rather guide you in the right direction for further consideration. 

Join our Free Webinar series

As part of Money week are hosting a series of free webinars where you can ask our advisors any questions you may have on setting up your future and making sure you are in control of your money, life and goals

Monday 10th August 11am – 12pm

Need help with making financial goals? Or perhaps you have goals and want to know how to achieve them.  We have Financial Strategist Hannah McQueen joining us on this webinar to give you insights on how to aim high and achieve your financial goals.

Hannah McQueen is a financial force of nature. She’s a Chartered Accountant Fellow, an Authorised Financial Advisor, has her Masters in Tax and is the author of three personal finance books. She’s helped thousands of Kiwis get ahead, get mortgage-free fast and prepare for retirement though her company, enableMe – Financial Personal Trainers.

Register to hear what Hannah says and ask her any questions you may have on financial planning

Follow us on facebook to watch the webinar live

Tuesday 11th August 11am – 12pm

Want to buy your first home and don’t know where to start?  Perhaps you have a mortgage and want to know how you can pay it off quicker.  John Bolton will be joining us on this webinar to give tips on how you can be mortgage free quicker than you think. 

Back in 2007, Squirrel’s founder John Bolton realised that New Zealand house hunters needed help. As we all know, if you want something done right, you have to do it yourself. He’d done his time as the big cheese in the bank world, and had become disenchanted with the corporate ways of doing things, so he set out to start his own mortgage broking business. That’s how Squirrel was born.

Register to hear what John says and ask him any questions you may have on mortgages

Follow us on facebook to watch the webinar live

Wednesday 12th August 11am – 12pm

Do you need insurance? Do you need to protect your income, health, mortgage or children? At different stages of our lives we require different insurance to give us peace of mind we are protected if the unexpected occurs. We have Peter Leitch joining our webinar to help answer questions you may have and give more information on the types of personal insurance cover that are available. What is insurance?  Do you really need it? Insurance may be health, life, trauma or disability insurance.  You may have questions about the claims process. Or who should own the policy?  Are there ways to manage increasing personal insurance costs?

Peter Leitch of SHARE has been assisting clients since 1994 and empowers clients to grow and protect their wealth. With over 25 years experience in the sector he understands insurance and the importance of having the right protection in place.  Peter is based in Wellington, is a board member of the New Zealand financial services company SHARE, and was recognised by Financial Advice New Zealand in 2019 with the Outstanding Adviser Award – Insurance.

Follow us on facebook to watch the webinar live

Thursday 13th August 11am – 12pm

Want financial freedom when you are ready to retire? This webinar is about gaining the knowledge you require to ensure you can enjoy your retirement. It is never to late too have this conversation and to action a plan for your financial security in your action packed retirement. Join now for this webinar.

Liz Koh is an Authorised Financial Adviser, Certified Financial Planner and Chartered Accountant and has spent the last twenty years providing advice to New Zealanders of all ages through her company Moneymax. Liz is passionate about ensuring that New Zealanders have access to good financial advice. She has written many articles for newspapers, magazines and websites, and has published a best selling book—Your Money Personality: Unlock the Secret to a Rich and Happy Life, Awa Press, 2008. Recently, Liz sold her business to establish a website dedicated to providing information on retirement planning.

Register to hear what Liz says and ask her any questions you may have on retirement planning

Follow us on facebook to watch the webinar live

Friday 14th August 11am – 12pm

Whether it’s shares, managed funds or even property it can be difficult to navigate what investment is the best option for you. We all have different risk profiles depending on our age, stage and circumstances in life.  We will have Paul Sewell joining us on this webinar and he will give you a highlight on the different options which are available for you.

Paul Sewell, is an Authorised Financial Adviser and a Certified Financial PlannerCM .  He is Director and shareholder of Financial Advice Hawke’s Bay Ltd based in his home town of Napier.  His financial services career began in New Zealand in banking. He then practised as a Financial Adviser whilst living in the United Kingdom.  On returning to New Zealand, he continued as a Financial Adviser based in Wellington and gained extensive experience in Financial Planning.  He was a regular presenter to Financial Advisers at conferences and professional development days on financial planning matters.

Register to hear what Paul says and ask him any questions you may have on Investing.

Follow us on facebook to watch the webinar live

Find an Adviser

Looking for expert help? Find an adviser in the Financial Advice New Zealand Member Directory. You can search for Mortgage, Insurance, KiwiSaver, Investment and Financial Planning advisers.  

Money Week at The Base

This year we are excited to have partnered with the Financial Markets Authority to visit The Base to raise the awareness of the importance of your financial health, wealth and wellbeing. Financial Advisers will be on site to provide information to you regarding your general financial wellbeing (note this will not be personalised advice). If you have not started the conversation about your financial goals and resilience now is the time to take some time out to consider your future. We hope you can join us at The Base on Saturday so we can start this journey together.

The Base, Hamilton
Te Rapa Road &, Wairere Drive, Hamilton 3200
9:00 am – 6:00 pm

Live Sorted Money Week Tool Box

Use Sorted Tool box to help you start making financial goals 

Use Sorted Tool box to help you start making financial goals 

Looking for expert help?

Find an adviser in the Financial Advice New Zealand Member Directory. Search for Mortgage, Insurance, KiwiSaver, Investment and Financial Planning advisers here.