What’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

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

So, with the turn of events in Australia focused firstly on AMP charging a fee when no advice had been provided, and now the Royal Commission looking at the wider industry over there, we are all aware that NZ’s turn may be just around the corner. Pre-empting this in NZ, the FMA and the Reserve … Read More

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

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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