We will take a look back at recent trends in the economy and property market (both national and local) and provide some thoughts about the future in terms of mortgage rates, regulation and sales and price trends. The investment presentation will be focusing on NZ Equities vs. Australian Equities and the opportunities, risks and considerations in each region for client portfolios going forward.
When: February 15, 2022
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We will take a look back at recent trends in the economy and property market (both national and local) and provide some thoughts about the future in terms of mortgage rates, regulation and sales and price trends. The investment presentation will be focusing on NZ Equities vs. Australian Equities and the opportunities, risks and considerations in each region for client portfolios going forward.
When: February 15, 2022
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2 day introduction to principles of modern finance, provide broad understanding of Dimensional’s idea and strategies and learn how to implement the approach in their business
When: August 1–2, 2018
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Historically, small cap stocks have had higher average returns than large cap stocks. However, this size premium has not appeared across all segments of small caps. In this article, we look at the available sample period in the US (back to the 1920s), various sub-periods of the data, the returns of different segments of the small cap universe, and the returns of small cap stocks in markets outside the US to better understand the returns of small relative to large cap... Details
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The Mortgage Lending for New Advisers Course is a three-day course which can be completed as part of working toward the New Zealand Certificate in Financial Services.
When: July 2–4, 2018
Where: Auckland
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The Mortgage Lending for New Advisers Course is a three-day course which can be completed as part of working toward the New Zealand Certificate in Financial Services.
When: October 29–31, 2018
Where: Auckland
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When: December 3–5, 2018
Where: Auckland
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When: February 26–28, 2019
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The Mortgage Lending for New Advisers Course is a three-day course which can be completed as part of working toward the New Zealand Certificate in Financial Services.
When: September 17–19, 2018
Where: Auckland
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When: August 22–23, 2019
Where: Auckland
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Financial Advice NZ is excited to be touring around the regions in 2023. We will be on the road in both March and August bringing expert knowledge and networking to financial advisers in your region. Coming along for the ride will be a line-up of speakers who will share their expertise on specialist topics, the markets and economy, and current legislation and regulations. We will also be discussing the Professional Liability Insurance environment, making time for a quick round of... Details
When: March 30, 2023
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Financial Advice NZ is excited to be touring around the regions in 2023. We will be on the road in both March and August bringing expert knowledge and networking to financial advisers in your region. Coming along for the ride will be a line-up of speakers who will share their expertise on specialist topics, the markets and economy, and current legislation and regulations. We will also be discussing the Professional Liability Insurance environment, making time for a quick round of... Details
When: March 31, 2023
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This investment presentation will be focusing on NZ Equities vs. Australian Equities and the opportunities, risks and considerations in each region for client portfolios going forward.
When: August 24, 2021
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