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Financial Advice New Zealand 2nd annual meeting reminder
Financial Advice New Zealand 2nd annual meeting is next week. Details are as follows: Date: Wednesday 21st August 2019 Time: 2.00pm Venue: SkyCity Convention Centre, 88 Federal St, Auckland or online if pre-registered Items of Business Welcome Apologies Call for... Continue reading
Posted 5 days ago at moneyblog
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Experience with Life Insurance Maturities
From a policyholder, words relating their experience of collecting maturity proceeds: The maturity of old-style endowment life insurance policies should provide an opportunity for a life insurance company to acknowledge what is usually a decades long customer relationship and to... Continue reading
Posted 6 days ago at moneyblog
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Adviser business valuation seminars in Dunedin, Christchurch, and Wellington
Further to recent posts, we are holding adviser business valuation seminars in Dunedin, Christchurch and Wellington. Presenting with Kurt Owen, of BASE accounting, we explore the factors that affect adviser business valuation and how different valuation methods are reconciled in... Continue reading
Posted Aug 8, 2019 at moneyblog
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Adviser business valuation
Whether you are trying to understand what the changing legislation means for your adviser business or you are thinking of having your client base valued; valuing a business for whatever reason can be a complex and tricky process. Whether it... Continue reading
Posted Jul 31, 2019 at moneyblog
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Updated information on adviser business valuation changes
With on going changes to the insurance sector, you may be wondering what the changes mean for your adviser business. OR simply, you could be wondering what the worth of your client base is. Alternatively, you may be faced with... Continue reading
Posted Jul 28, 2019 at moneyblog
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Amendment to KiwiSaver Act
The efforts of Tim Fairhall, a man with Down syndrome, has ensured that those living a life-shortening congenital condition can access their KiwiSaver funds before the set age of 65. This change comes after Tim, and his mother requested that... Continue reading
Posted Jul 26, 2019 at moneyblog
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Financial Advice annual general meeting
Financial Advice New Zealand’s 2nd Annual General Meeting has been confirmed. Date: Wednesday 21st August 2019 Time: 2.00pm Venue: SkyCity Convention Centre, 88 Federal St, Auckland Items of Business Presentation of the Annual Report Presentation of the 2018-19 Financial Statements... Continue reading
Posted Jul 21, 2019 at moneyblog
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The Co-operative Bank plan to distribute portion of profit
The Co-operative Bank has announced that it is set to pay out annual rebates to customers. This year $2.1 million of the Bank’s works to exemplifies the bank’s effort to see through their commitment of doing right by New Zealanders.... Continue reading
Posted Jul 15, 2019 at moneyblog
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Massey University looking to offer financial planning major
Massey University’s plans to offer financial planning and advice major as part of its Bachelor of Business is set to be reviewed by the Committee on University Academic Programmes. If approved, the major will be made up of eight courses... Continue reading
Posted Jul 9, 2019 at moneyblog
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Demystify licensing - understanding what is required for an RFA to remain in practice
We understand that there are a number of RFA’s who are unsure where to start at all, so we are running a webinar aimed at assisting them to stay in practice while they work through their options and plan their... Continue reading
Posted Jun 27, 2019 at moneyblog
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Demystify licensing - understanding what is required to be licensed as a financial advice provider
There’s a lot of talk around the licensing pathway, and it is getting more complicated than ever for advisers who would prefer to maintain in control of their advice practice. Advisers will need to prepare their practice in advance of... Continue reading
Posted Jun 25, 2019 at moneyblog
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Newpark update
Newpark has appointed Peter Lycett as General Manger, Performance and Growth. Lycett has been working as an AFA for the past eight years and has previous experience as a litigator. Continue reading
Posted Jun 23, 2019 at moneyblog
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Trevor Slater to leave FDRS
Trevor Slater, client director at Financial Dispute Resolution Service (FDRS), is set to leave after 20 years of service. Although Slater leaves FDRS, he leaves in high spirits and looks forward to the next chapter in his career. The Chatswood... Continue reading
Posted Jun 21, 2019 at moneyblog
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Asteron Life Kids Cover update
Asteron Life have simplified the way of getting a Special Events Increase on Kids Cover. From 14 May, customers and advisers can call the Asteron Life contact centre number (0800 737 101) to have their increased processed and approved Continue reading
Posted Jun 20, 2019 at moneyblog
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AIA update
Since acquiring Sovereign, AIA have been working to market existing AIA and Sovereign products under the AIA brand. It has been announced that AIA/ Sovereign is going to start communicating important brand and product information directly to customers from 20... Continue reading
Posted Jun 17, 2019 at moneyblog
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Fidelity announcement
Katherine Johnson has been appointed as Chief Operating Officer. Johnson’s appointment comes after the departure of Neale Watling. She will join Fidelity in August. Johnson has many years’ experience working in financial services industry. At Fidelity, Johnson will be responsible... Continue reading
Posted Jun 17, 2019 at moneyblog
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Breaking through the mental and figurative glass ceiling
Regardless of the industry, the glass ceiling remains a prominent issue here in New Zealand. Despite the glass ceiling, women often refrain from applying for executive roles in fear of being inadequate. This was the case for Nadine Tereora, current... Continue reading
Posted Jun 15, 2019 at moneyblog
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Pinnacle Life new advertising
The new Pinnacle Life ad has been crafted in a manner that illustrates the consequences of being unprepared for unforeseen life events. The devastating effects of being unprotected is intended to appeal to the emotions of viewers. The turn in... Continue reading
Posted Jun 12, 2019 at moneyblog
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OnePath price updates
As announced earlier in the year, price changes are being implemented this month. Applications on Mortgage Repayment Cover that are submitted after June 21 will have a 10% increase in price. The price increase will take effect on all existing... Continue reading
Posted Jun 6, 2019 at moneyblog
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Thoughts on Susan Edmund’s Starting out Starting over
Posted Jun 6, 2019 at moneyblog
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Historical Ministerial diaries now publicly accessible
The general public is now able to search for Ministerial diaries. This is due to the completion of the historic Ministerial diary release, which allows anyone to search up content from October 2017 until April 2019. Through this feature, users... Continue reading
Posted Jun 5, 2019 at moneyblog
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United States: the importance of having disability cover
United States content, but still some relevant comments. Click the image above or click here to watch a video on the importance of getting disability insurance. In the video, the different types of disability insurance offered in case of an... Continue reading
Posted Jun 5, 2019 at moneyblog
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Lead up to FSC Towards Wellbeing conference
A good overview of the content in the forthcoming FSC conference, themed on Wellbeing, by each workstream. Mark Daniels: Insurance Workstream Vanja Thomas: Investment Workstream Russell Hutchinson: Wellbeing Workstream Chris Hutton: LADUCA (Claims and Underwriters) Workstream Continue reading
Posted May 28, 2019 at moneyblog
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FSC to launch Risking Everything in June
Financial Services Council will be launching Risking Everything, research conducted with over 2000 participants, on 11 June. The study was concerned with understanding New Zealander’s perspective on risk, what they do to lessen risk, and how they manage the impact... Continue reading
Posted May 23, 2019 at moneyblog
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AFAs are not required to apply for renewals
The FMA has specified that based on transitional provision clause 79, AFAs do not need to apply for renewals. The clause states that an AFA’s authorisation will remain as is until the Financial Advisers Act 2008 is annulled. FMA is... Continue reading
Posted May 21, 2019 at moneyblog
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