CEO’s Report – 2018 AGM

September 18, 2018By nicolegWhat's new

I’d like to welcome everyone to our AGM. It’s been another very solid year for the TripleA with our landscape dominated by the review of the Financial Advisers Act which soaked up a significant amount of Board and CEO time. We informed last year’s AGM that maintaining our level of reserves and increasing membership would … Read More

Chair’s Report – 2018 AGM

September 18, 2018By nicolegWhat's new

Thank you for coming along to support this AGM. Your Board has spent time over the last 12 months on several matters, some which the Board had been working on for some time, and some that came out of left field through the year. Firstly, last year we repositioned the TripleA Advisers Association as the … Read More

Bio – Malcolm Papworth (AFA, B. Com)

September 18, 2018By nicolegWhat's new

I have been a director on the Board of the TripleA since 2015 and became chair in 2017. In 1985, I established an agency with National Mutual in Dunedin, corporatised my agency in 1996, forming what is today called Papworth Financial Advisers Limited, with offices in Wanaka and Dunedin. I have developed, over the last … Read More

Where do our PI scheme claims come from?

September 18, 2018By nicolegWhat's new

Your liability insurance, provided by NZI Liability/Lumley, has a long history. Let’s look at where TripleA liability claims and precautionary notifications have come from since 2005: The pie chart above breaks down the 439 claims and notifications made to NZI Liability/Lumley by TripleA members since 2005. In the table: “Other” claims come from a range … Read More

Update from the CEO

September 18, 2018By nicolegWhat's new

The Board had its last meeting in Wellington on 7th September, the same day as our AGM. It was great to see a couple of old AXA stalwarts at the AGM as well as some new faces. There were lots of good questions and banter, so it was a very pleasant couple of hours spent … Read More

Director bio – Jason Kilworth

August 3, 2018By nicolegWhat's new

I have been on the Board of The TripleA since 2015 as a director and now as Deputy Chair. I’m also on the board of the OneNetwork Advisers. My involvement in the financial advisory industry initially started in 1994, where I worked with my father Brian for 2 years. Then, in 2002 when I returned … Read More

Update from the CEO

August 3, 2018By nicolegWhat's new

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

Book/business for sale

June 27, 2018By nicolegWhat's new

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

Possible new member benefit

June 27, 2018By nicolegWhat's new

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