We would like to thank our sponsors for being part of our vibrant, dynamic conference.
AIA New Zealand is a leading life insurance specialist with almost 40 years’ experience in the New Zealand market and is part of the AIA Group, the world’s largest life insurance company by market capitalisation.
Asteron Life is all about celebrating life. With a range of top-rated insurance options to help protect customers’ income and lifestyle, we pride ourselves on putting our customers at the forefront of everything we do.
WE DO THINGS DIFFERENTLY.
Avanti Finance has been working with mortgage advisers and brokers for over 30 years, helping thousands of New Zealanders get into a new home, start a new business, consolidate their debt or expand their property portfolio.
We take a holistic approach to lending. By focusing on individual circumstances, we’re often able to help when other lenders can’t. Our customers are unique, so we’ve designed our solutions to match.
We help Kiwi customers hear ‘yes’.
Bluestone is a leading residential lender with over 20 years’ experience across New Zealand and Australia. Bluestone’s New Zealand operations launched in 2002 under the guidance of current Managing Director Peter Wood, with the goal of creating a sustainable alternative lending sector to help Kiwi borrowers who are not well serviced by the banks. To date, we have helped over 11,500 Kiwis achieve their financial goals through property ownership.
With no credit scorecards and a holistic approach to loan assessment, we can help more borrowers by assessing each situation on its individual merits. Advisers are supported by a best-in-class BDM team who provide face-to-face training and support across the country.
At Booster, we’re passionate about helping Kiwis take control of their finances. We offer a comprehensive range of KiwiSaver funds, Investment and Super funds and financial resources.
We have innovative tools, digital resources and partner with a network of advisers to help our members make sense of money. We also offer certified, socially responsible investment funds for both KiwiSaver and investment clients, interested in ethical investing.
We strongly believe in investing back into NZ’s economy. That’s why we created our specialist investment funds, Tahi, PLPP and NZ Innovation Booster, for the benefit of all New Zealanders.
Booster. Helping Kiwis shape their financial future.
Cigna has been operating right here, in New Zealand, for over a century and is one of the country’s leading insurers. Cigna looks out for the needs of more than 450,000 customers and is committed to looking after New Zealanders when they need us most. Our products and services include life, income protection, trauma, funeral and travel insurance. Cigna New Zealand (NZ) is part of Cigna Corporation, a Fortune 500 global health service company with 180 million customer relationships in 30 countries worldwide. Cigna NZ has an A (Excellent) financial strength rating which was given by A.M Best Company Inc.
Devon Funds Management Limited (“Devon Funds”) is an independent investment management business that specialises in building investment funds for our clients.
Our highly qualified and experienced investment team is committed to helping our clients achieve their investment objectives. We believe our advantage lies in our people – a dedicated team of investment professionals with over 100 years combined experience in the investment industry both within Australasia and further afield.
We take a long-term view when considering investments. We are committed to internal proprietary research. We search out companies that have:
Fidelity Life is all about protecting your way of life. We’re the largest New Zealand-owned and operated life insurer and the 2017, 2018 and 2019 ANZIIF New Zealand Life Insurance Company of the Year. We’ve paid more than $1 billion in claims since we were founded in 1973. Our goal is to set our business up for a sustainable and successful future, with the customer at the centre of everything we do. For more information please visit www.fidelitylife.co.nz
Generate Wealth. New Zealand owned and operated KiwiSaver specialists. Together, building brighter futures.
– KiwiSaver Manager of the Year 2019 – Good Returns powered by Research IP
– Awarded Gold Rating every year 2016 – 2020 by SuperRatings
– Providing a complete ‘turn-key’ solution for advisers looking to build KiwiSaver into their offering.
Heartland Bank has been helping Kiwis manage their money since 1875. Over time, we’ve introduced products for savings and deposits, business loans, car loans, rural loans and reverse mortgages.
We’re proud to be New Zealand’s leading reverse mortgage provider and have helped more than 17,000 people aged 60 and over live a more comfortable retirement by releasing equity from their homes.
Financial advice software? We’ve got it covered
Designed for advice businesses of every size, our software helps financial advisers everywhere improve their business performance, comply with regulation and risk management demands, build stronger client relationships and deliver quality advice more efficiently. If you’re looking for financial advice software that drives performance, we’ve got you covered.
Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size.
Marsh is the world’s leading insurance broker and risk adviser, with over 35,000 colleagues operating in more than 130 countries. Marsh’s trusted advisers have been serving the New Zealand business community for over 60 years. We are proud to be associated with Financial Advice New Zealand, and a long-term strategic partner of PAA, broker to the IFA Members Liability Programme.
Our expert financial and professional liability team designs solutions to help safeguard your company and your staff, enabling you to focus on you and your business. Financial Advice New Zealand members have access to a wide range of competitive insurance products including professional indemnity insurance, commercial motor vehicle cover, contents and group life insurance. For more information please visit www.marsh.com/nz
Massey University provides comprehensive financial planning education for individuals desiring to enter into careers (or further distinguish themselves professionally) as financial advisers, insurance brokers, or retail bankers. The Graduate Diploma in Business Studies endorsed in Personal Financial Planning or the Bachelor of Business endorsed in Financial Planning and Advice is required by those seeking CFPCM in New Zealand. For paper information contact Mary Dawkins M.Dawkins@ massey.ac.nz
You can also contact the Financial Advice New Zealand about professional certification by calling 0800-432 101, or through the website.
At nib we believe that health comes first. As your dedicated health partner, we strive to empower our members to make better decisions and improve health outcomes through greater accessibility to affordable health services and information. As the second largest health insurer in New Zealand, we provide a range of health insurance options for Kiwis and their families, as well as for New Zealand companies who want health insurance for their employees. Our purpose is your better health and we work towards this by helping members make more informed healthcare decisions, transact with healthcare systems and live healthier lives.
Comprehensive financial advice – made easy. OMNIMax is an independent developer of cloud-based advice software and solutions, offering the latest in advisor and client interaction online. Customisable off-the-shelf or bespoke solutions for KiwiSaver, Investment, Mortgage and Insurance advice.
OMNICalc offers sophisticated web calculators to interact with potential clients and generate leads.
OMNIEngage enables visual demonstration of the value of your advice and seamless onboarding of new clients.
OMNIAdvice allows streamlining by automating your advice process and SOA production.
“BNZ staff are now better equipped to have quality conversations with our customers” Peter Forster, General Manager – Wealth, BNZ
Save time, automate your processes, enable compliance and have great client conversations.
We are an award winning life insurance business that has achieved unprecedented growth over the last 8 years. We have strong management team, unique claims philosophy, client and loyalty discounts all underpinned by best practice systems and processes.
Pepper Money began in 2000 by not being a bank. Since then, we’ve been helping real people living real lives who don’t tick all the traditional boxes for home loans.
We’re proud to offer hard-working Kiwis the same flexible approach that has seen Pepper grow across Australia, Asia and Europe to become a truly global alternative lender.
Our mission is to provide you with first class service and innovative products to help you meet the needs of more clients – and grow your business.
Call us on 0800 945 658 to learn more about Pepper, becoming accredited or submitting scenarios.
Platinum Asset Management, a Sydney-based manager specialising in international equities, was founded in February 1994 by a group of professionals with an enviable reputation. We use a thematic stock-picking approach that concentrates on identifying out-of-favour stocks with the objective of achieving superior returns for our clients. We pay no heed to recognised indices. We aim to protect against loss and will hedge stocks, indices and currencies in our endeavours to do so.
Since inception, the Platinum International Fund has achieved superior returns to those of the MSCI AC World Net Index (A$), 11.6% and 6.9%, respectively, as at 30 June 2020.
Prospa is New Zealand’s small business lending specialist and provides cash flow products and services that allow small businesses to prosper. Prospa has delivered over $1.5 billion in funding to more than 28,500 small business customers across Australia and New Zealand. We currently work with more than 10,000 partners, including aggregators, associations and trusted corporate brands.
As a Prospa Partner you have a unique opportunity to help your SME clients focus on the future. Whether your clients need funds to build up business again, find new ways to work, take advantage of opportunities, or just keep marching forward – we can help you to help them take action.
Trust your SME clients to the experts
Prospa is New Zealand’s small business lending specialist and we’ve attained a five star Trustpilot rating based on more than 500 reviews. The fact is, we care about our Partners and their clients, and it shows.
Your partner in small business lending
We offer flexibility and benefits like excellent commission, a dedicated BDM team, and marketing tools and support.
Resimac is an innovative provider of home loan solutions with the flexibility to meet the needs of the New Zealand home buyer. Our parent company, Resimac Group Ltd has been in operation since 1985 and in New Zealand since 2012. We are a pioneer of non-bank lending with a focus on delivering competitive products and quality customer service.
At Resimac, we are committed to being a responsible lender directly to customers and we recognise the importance of ensuring we conduct business in an ethical and responsible manner. We acknowledge our obligations to our customers under the Credit Contracts and Consumer Finance Act 2003 (as amended from time to time), the responsible lending principles and the Responsible Lending Code.
Contact your Local BDM for more information
RiskinfoNZ is a free news and information service designed for all NZ financial advisers – risk-focussed advisers, in particular.
We’re dedicated to reporting all the life insurance industry news that has relevance for you and for your business, whether you’re a risk advice specialist or offer a broader advice proposition.
Our commitment to you is to never stop learning about what’s important for you and for your business as we constantly seek to add value for you as the industry transitions to a new advice environment.
Find out more at: riskinfonz.co.nz.
Smartshares is committed to providing innovative investment solutions for financial advisers, recently launching a market leading financial adviser fee facility for the SuperLife schemes offering KiwiSaver, UK pension transfers and managed investments. Build a low cost, model portfolio for your clients from a comprehensive selection of investment options, including 23 global and domestic exchange traded funds (ETFs) across the main investment asset classes of bonds, cash, property and shares.
Southern Cross is with Kiwis for their health. They’ve been looking after the health of New Zealanders for almost 60 years. They’re not-for-profit, so their focus is on the health and wellbeing of Southern Cross members. They are the largest health insurer in New Zealand, chosen by over 871,000 members. They pay the most health insurance claims in New Zealand. In the year ended 30 June 2019, for every $1 received in premiums, they paid out 89c in claims. This compares to an average, in the rest of the industry, of 67c in the dollar.
The Southern Cross Healthcare Group is made up of five independent health and insurance-related businesses; Southern Cross Health Society, Southern Cross Pet Insurance, Southern Cross Wellness, Southern Cross Travel Insurance and Southern Cross Hospitals. All businesses share in the drive to improve the health of Kiwis.
Strategi Limited and Strategi Institute collectively form Strategi Group. Strategi Limited is a leading provider of best practice and compliance services to the financial services industry. Strategi Institute provides NZQA training plus professional development education to the financial services industry and is the only Category 1 provider in this sector.
Click below to register for the 2020 Financial Advice NZ Virtual Conference
Financial Advice NZ Conference 2020
Organiser : The Conference Team NZ
Contact : Alton Craig
Address : 5/337 Harewood on the Park, Christchurch, 8543
Ph : 03 359 2606
Email : firstname.lastname@example.org
Website : www.conferenceteam.co.nz
The information detailed on the website is correct at the time of publication. The convenors reserve the right to change activities, topics and presenters where necessary. Neither the organisers (The Conference Team Ltd) nor the convenors shall be liable for any loss caused by the cancellation or abandonment of the event where such cancellation is due to Force Majeure. The term “Force Majeure” means any circumstance beyond the reasonable control of the organisers including but not limited to war, hostilities (whether war be declared or not), terrorism, aircraft hijacking, military operation, riot, civil war, rebellion, civil commotion or unrest, pandemics or natural disasters, Acts or Regulations of government, refusal to grant visas, explosions, transport delays, transport difficulties and the insolvency of airline carriers. The organisers will use all reasonable efforts to conduct the event despite the intervention or occurrence of any such cause. Changes will be notified on this website