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September 11, 2017

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PAA IFA Professional Development Day

March 28, 2017


Staying up to date with financial topics, changes in economic outcomes and product enhancements is a big part of being a leading financial adviser.


And so, this lead us to another full day of ongoing training, provided by the PPA and IFA groups.


Topics included KiwiSaver HomeStart and other government assistance; What's out there for first home buyers?; Continuity planning and how to breed and train the new generation of ethically minded financial planners; How to deal with micro-businesses and protect their risks with product based strategies; Learning more about the areas to look at in more detail; Goals-based advice process and how to match advice to the goals that today's clients are more likely to be wanting.


If you would like a career in Financial Services, helping people reach their full financial potential Contact us. 

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