moneyblog

Financial Advice NZ Group Scheme

Financial Advice NZ are inviting members to participate in an exclusive member-only Group Life and TPD insurance scheme. The offer is valid until the 30th of October and eligibility rules can be found here. 

Congratulations to Financial Advice New Zealand Adviser Excellence Award Winners

Congratulations to adviser excellence award winners Camilla Gribble, Ryan Smuts, and Tim Fairbrother. It was great to see advice being celebrated by your awards.

Financial Advice New Zealand Conference

If you are going to be in Rotorua for the Financial Advice New Zealand Conference stop by and say hello. Either at the risk Masterclass, or at the Quotemonster stand in the exhibition area.

Kiwis have high levels of financial risk and little resilience when things go wrong

Here is a recent press release for Money Week by Financial Advice New Zealand. 

A Quick Guide to Qualification Options for RFAs

Financial Advice New Zealand has published a quick guide to qualification options for RFAs which is well worth a look - at this link.

Financial Advice New Zealand: new member advisory committees

Financial Planning
David Mason
Charlene Overell
Paul Sewell
Nigel Tate

Investments
Joe Byrne
Michael Courtney
Tim Fairbrother
Liz Koh

Lending
Suzanne Isherwood
Joel Oliver
Hamish Patel
Sandra Spence

Risk Insurance
Bree Catterall
Cecilia Farrow
Peter Rickards
Regan Thomas

Financial Advice New Zealand FAQ

The PAA has emailed members with the FAQ on the establishment of Financial Advice New Zealand, available at this link.