Tue Nov 16 NZDT - Wed Nov 17 NZDT (8 months ago)
In your timezone (EDT): Mon Nov 15 3:00pm - Tue Nov 16 10:50pm
Many New Zealanders worry about having enough money put away for a rainy day, what would happen if they were unable to work, or how their family might manage if something happened to them.
The good news is that those who get professional financial advice are more likely to feel happy with their financial position and better prepared for the future than those who don’t. They feel more confident in their financial decision making, in control, and clearer about their finances. They have contingencies in place to handle unexpected costs, and know how to utilise their KiwiSaver to the best of their ability.
Financial advice in New Zealand covers four main areas: mortgage, insurance, investment and financial planning. Working with a financial adviser leads to better outcomes across all areas of advice, and financial advisers are widely recognised as trusted professionals. A large majority of New Zealanders who receive mortgage or insurance advice believe that advice helped them secure the best product for their specific needs. Those who receive investment or financial planning advice agree the decision improved their financial security.
All insurance is the responsibility of the registrants. Financial Advice New Zealand, The Conference Organising Committee, The Conference Team and TSB Arena & Shed 6 accept no liability for death or illness or injury/accident to or financial loss by any person attending the conference, whatever the cause. Registration of the delegate will indicate acceptance of these terms.
• Continuing Professional Development
Up to 12 Financial Advice New Zealand structured CPD hours are available to attendees.
Structured hours are able to be claimed where the session attended relates to an identified learning objective in your 2021 Professional Development Plan.
Members’ online CPD logs will be updated post conference. Non-member delegates will be emailed verification of their attendance at their indicated sessions.
Author of ‘Everyday Creative
Dr Angus Hervey
Founder, Future Crunch
Founder, Future Crunch
Master of Commerce from the University of Canterbury
Founder of Thought Leaders
Bioluminescent Superbug Lab at Auckland University
BUSINESS SESSION SPEAKERS:
Chief Financial Planning Nerd at Kitces
Owner or CEO of six companies
Professor Paul Spoonley
Vice-Chancellor of the College of Humanities and Social Sciences
Dr Sven Hansen
Founder of the Resilience Institute
Vice President for the NBA’s Atlanta Hawks
Dr Sarah Ferguson
LIGHTNING TALK SPEAKERS:
Group Chief Executive of Habit Health
Founder and chief executive of the Student Volunteer Army
Co-founder, director and 3EO (co-CEO) of Sharesies
Physiotherapist at Otago University
• Pepper Money
• Healthier, Longer, Better Lives
• Accuro Health Insurance
• Asteron Life
• Fidelity Life
• Heartland Bank
• Lifetime Advice for Life
• Platinum Asset Management
• Strategi Compliance/Strategi Institute
• Curated Risk
• Massey University
• Omni Max
• PAA Legacy Trust