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THE OUT OF THE BOX TOUR IS BACK THIS AUGUST COMING TO A REGION NEAR YOU
Get ready to think outside the box again!
The Financial Advice NZ is hitting the road again to bring you expert knowledge and networking opportunities that will set you up for success in the ever-evolving financial landscape. Whether you’re a seasoned professional, a young adviser starting your career, a mortgage adviser, an insurance adviser, an investment adviser, or a financial planner, our Out of the Box tour is tailor-made to meet your specific needs.
Building on the momentum of our previous roadshow in March, our not to be missed August event promises to be bigger and better than before.
Here’s why:
The good, the bad and the ugly with the FMA
The Financial Markets Authority (FMA) will be joining us on the road, providing essential updates based on their monitoring visits. Discover the good, the bad, and the ugly of the new regime and gain invaluable insights about how your processes and compliance measures stack up.
Look into the future with our economic experts
Gain a comprehensive understanding of the markets and future outlook from our highly esteemed economic experts providing insights into inflation, monetary policy, recession risks, geopolitical implications, supply chain issues, and the ever-evolving housing market.
Gaze into the crystal ball with our political debate
Engage in a thought-provoking political debate featuring representatives from National, Labour, and ACT parties looking ahead to what the future environment may look like and the pathways that may be established to ‘reset’ our economy and drive us towards prosperity.
Unpack AML and workshop vulnerable clients
Explore the intricacies of anti-money laundering, regardless of whether you’re a reporting entity or not in our Legislation and Regulations update. Understand the importance of verifying ID and your specific requirements, and workshop vulnerable clients as per legislation and regulatory interpretations.
Get ready to think outside the box again and expand your knowledge, forge meaningful connections with industry peers, and elevate your business to thrive in the new regime.
Don’t miss out on this exclusive opportunity to stay ahead in the ever-changing financial advisory landscape. Register today to ensure your place. We look forward to seeing you there.
Time to think outside the box
Agenda
Join us for an incredible day of expert knowledge, networking and industry insights tailored specifically for financial advisers. Whether you’re a seasoned professional or a rising start new to the field, this event has something valuable in store for everyone.
9:00 – 10:00 am
Economic Update
Our esteemed economic experts will share their views on inflation, monetary policy, recession risks, and more. Stay ahead of the game with a comprehensive understanding of the markets and future outlook.
10:00 – 10:45 am
Political Debate
Engage in a thought-provoking political debate featuring representatives from National, Labour, and ACT parties. Get a sneak peek into the future environment and the strategies that will be set to propel our economy towards success.
10:45 – 11:15 am
Morning tea
11:15 – 12:15 pm
Important FMA Update
The Financial Markets Authority (FMA) will be providing important updates based on their monitoring visits. Learn about best business practices and ensure you have the right policies, processes and controls in place. Identify areas for improvement and fine-tune your strategies to ensure you meet the duties and expectations of the new regime.
12:15 – 1:15 pm
Legislation and Regulations Update – AML and Vulnerable Clients
Explore the intricacies of anti-money laundering regulations, regardless of whether you’re a reporting entity or not. Understand the importance of verifying ID and familiarize yourself with your specific requirements. Delve into workshops on vulnerable clients as per legislation and regulatory interpretations. Enhance your ability to identify and support vulnerable clients effectively.
1:15 – 2:00 pm
Lunch & close
Regional Locations
This August our Out of the Box tour will stop at six regional locations including New Plymouth and Napier. Spread the word and bring along your fellow financial advisers. Let’s reshape the future of financial advice together!
Auckland - 1 August
Location: Maritime Museum
Time: 9:00am – 2:00pm
Date: August 1st, 2023
Other Sponsors – Booster, Heartland Bank, NIB, Partners Life, Westpac
Cambridge - 3 August
Location: Mighty River Domain, 601 Maungatautari Road, RD 2 Cambridge, New Zealand 3494
Time: 9:00am – 2:00pm
Date: August 3rd, 2023
Other Sponsors – Asteron Life, NIB, Partners Life, Westpac
New Plymouth - 10 August
Location: Conference Plymouth International
Time: 9:00am – 2:00pm
Date: August 10th 2023
Other Sponsors – Asteron Life, NIB, Partners Life, Westpac
Wellington - 15 August
Location: National Library
Time: 9:00am – 2:00pm
Date: August 15th 2023
Other Sponsors – Booster, Heartland Bank, Partners Life, Westpac
Napier - 17 August
Location: Napier Conferences
Time: 9:00am – 2:00pm
Date: 17th August 2023
Other Sponsors – Asteron Life, NIB, Partners Life, Westpac
Christchurch - 24 August
Location: Christchurch Townhall, 86 Kilmore St Christchurch 8013
Time: 9:00am – 2:00pm
Date: August 24th 2023
Other Sponsors – Booster, Heartland Bank, Partners Life, Westpac
Registration
Terms and Conditions
*Spaces are limited at each location. Full payment is required to attend the event 10 working days prior to the event starting in August. If you have not paid for the event within the agreed time frame your ticket will be released to those on the waitlist.
Cancellations & refunds made before July 1st will incur a NZ$25+gst administration fee. Any cancellations after those dates are eligible for a 50% refund of the registration fee.
There are no refunds for late arrival or early departure from the conference.
Thank you sponsors
