Dispute resolution coverage for members

January 17, 2019By nicolegWhat's new

Our role in life is simply to operate as a not-for-profit adviser association that tries to maximise the benefits we create for advisers and their businesses. One way we do that is by using our collective negotiating power to make savings for our members. For example, the TripleA has “group bulk deals” with two dispute … Read More

Membership subscription and dispute resolution invoicing

January 17, 2019By nicolegWhat's new

Heads up that invoices for membership subscriptions and FDR or IFSO dispute resolution costs will be out to you by mid-February. These cover: Membership subs. Financial year 1 April to 31 March. Dispute resolution service costs. Financial year 1 July to 30 June. Individual subscription levels remain at a low $300pa for 2019/20. Likewise dispute … Read More

Jeremy Cole – Board Bio

January 17, 2019By nicolegWhat's new

I was introduced to the life insurance industry by my brother Chris who was a tied agent with the then National Mutual. I was appointed an agent in Hastings with the same company in October 1990. Chris and I worked loosely together but kept individual agencies. National Mutual formed an alliance with mortgage broking company … Read More

CEO Report

January 17, 2019By nicolegWhat's new

Firstly, welcome back to the New Year – we hope everyone has managed to get a relaxing break in over the holiday period and is ready for an interesting 2019. I suspect this year will be all about responding to the impact of, and implementing the changes from, the review of the Financial Advisers Act. … Read More

Planning for Christmas

December 6, 2018By nicolegWhat's new

Christmas is almost here and hopefully your planning for the close down is well underway. This helpful list is a good starting point to cross-check your planning for Christmas. Close down period: Decide on the dates you are closing and reopening. This year Christmas is on a Tuesday so commonly firms are closing on Friday … Read More

Royden Shotter – Board Bio

December 6, 2018By nicolegWhat's new

Royden’s career in financial advisory now spans more than 20 years across multiple financial disciplines. He owns and runs Echelon Advisers, a financial planning practice based in Parnell, which provides a stable platform to expand on some of his ideas. With a view to leveraging his knowledge and experience and to help people better understand … Read More

CEO Report

December 6, 2018By nicolegWhat's new

Well this is the last ezine for the year so let’s start it with some Christmas wishes. I hope that everyone has a well-deserved break, gets to enjoy some quality time relaxing away from the rigours of work, and comes back refreshed for what will be an interesting 2019 I’m sure. 2018 has been a … Read More

Embracing the Code: Building a profitable business

November 5, 2018By nicolegWhat's new

The proposed new Code (The Code of Professional Conduct for Financial Advice Services: Consultation draft October 2018) has been a long time coming but is worth the wait. It is easy to read, it makes sense and it creates a framework to enable future financial advice providers (FAPs) to operate in a way where they can provide a … Read More

Chair’s report on the sale of AMP Life’s legacy book

November 5, 2018By nicolegWhat's new

October has a special place in finance as a month that has traditionally seen volatility in share markets, known as the “October effect”. However, many of our members may now remember it as the month a 169-year-old insurance company died, with the news on 25 October that AMP Life will sell its NZ legacy book … Read More

Ethical investing

November 1, 2018By nicolegWhat's new

Robbie Schneider, as a financial specialist, has recently spent time in the USA discussing a niche investment service that helps people get involved in socially responsible investing (SRI). Robbie offers a solution that the client can easily understand. SRI is becoming a mainstream investing style all around the world, with even the lay person interested in … Read More