Author: nicoleg

The Board had its last meeting in June alongside The Association’s conference in Nelson. We had a good smattering of members there so good to see a few familiar faces. The usual house-keeping work was done by the Board, reviewing draft annual accounts and progress against the business plan. As always, we looked forward and … Read More

One of the services we are beginning to step into is assisting with the initial contact only between buyers and sellers of books/businesses. We maintain a register as these enquiries come through to us. The process we follow is outlined here. Currently, we have a seller seeking expression of interest, some basic information is tabulated below. … Read More

We have been in discussion with Procuremax around whether they might be able to deliver benefits to some of our adviser businesses in the area of Managed Print Services (MPS) solutions. If you want to explore whether there may be savings for your business, please contact Brandon or Roy. You will find their contact details … Read More

The work on the lobbying and advocacy front has taken a slight back seat with the last of our submissions in. It’s really a waiting game now, to see the actual shape of legislation before we can do much more. That said, many of us would have watched the Sunday program on TV1, asking whether … Read More

Michael Johnston, Fanclub Ltd Nicholas Waru, Pearce Financial Services Ltd Robert Blackmore, Blackmore Wealth Management Dina Buelow, Rutherford Rede Ltd Pren Pillay, Insure Ltd Brittany Rees-Thomas, Rees-Thomas Financial Services Ltd ankara escort çankaya escort ankara escort çankaya escort escort ankara çankaya escort escort bayan çankaya istanbul rus escort eryaman escort escort bayan ankara ankara escort … Read More

The TripleA is offering a $150 discount off the first twenty TripleA registrations so we suggest you get in quick. Follow this link for TripleA members to register. You can find out more details on the conference programme here. It’s a great programme and location in Nelson. As most of you are aware, we are … Read More

The last couple of months seems to have been consumed by work on the lobbying and advocacy front. We have been working alongside a number of other industry bodies, all of whom are seeking a more sensible suite of new legislation and regulation out of the current review of the Financial Advisers Act. We were … Read More

From Camelot NZ Ltd, Claire Belch, Michael Heriot From CompassLife, Anthony McCombs, William Hill, Stephen Lee, Marlon de Moulin and Mark Ogden Magali Martin, Cole Murray Group Ltd Dennis Pimentel, Utmost Edge NZ Ltd William Sargent, Rutherford Rede Jason Clark, Finluca Financial Services Ltd Penelope Mason, Wellington Risk Management Specialists Alan Campbell, Premier Life Brokers Brian … Read More

The Code Working Group has published a consultation paper in mid-March regarding the new code of conduct for financial advice services. To receive updates from the Financial Advice Code Working Group subscribe here. Submissions on the paper will close on Monday 30 April 2018. The Code Working Group will be running a roadshow around the … Read More

Our role in life is simply to operate as a not-for-profit adviser association that tries to maximise benefits for advisers and their businesses. This article explains one of the ways we do that: using our collective negotiating power to make savings for members. For example, the TripleA has deals with two dispute resolution services, IFSO … Read More