Events Diary
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November 2018
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"A bold new event format for advisers. Join us for a high-energy event designed to challenge thinking and spark smarter conversations. The financial advice industry is evolving rapidly — regulation, technology, remuneration, KiwiSaver, medical insurance, AI, compliance… and plenty of strong opinions. This event series puts the spotlight on those opinions. While you’ll still receive valuable partner insights, practical updates, and short presentation segments, the centrepiece of the event is a structured, live debate between advisers on one carefully selected controversial industry question. This isn’t a traditional roadshow — and it isn’t just a debate either. It’s a dynamic mix of structured debate, practical updates, and interactive engagement designed to make industry events more meaningful and memorable. Spaces are limited to ensure a high-quality experience and strong engagement. Come ready to think. Arrive from 9:15 am for tea, coffee, and networking. Session begins promptly at 9:30am. | ||||||
| Mon | Tue | Wed | Thu | Fri | Sat | Sun |
29 Mortgage Lending for New Advisers Course |
30 PMG Investor RoadshowMortgage Lending for New Advisers CourseFinancial Advice Strand: Advice process (Strategi Institute)2nd Annual TMM Better Business Conference 2018 |
31 Mortgage Lending for New Advisers CourseFinancial Advice Strand: Advice process (Strategi Institute) |
1 |
2 |
3 |
4 |
5 |
6 Financial Advice Strand: Legislative framework (Strategi Institute) |
7 Business Risk Product WorkshopBusiness Fundamentals WorkshopInvestment Strand (Strategi Institute) |
8 Investment Strand (Strategi Institute) |
9 |
10 |
11 SIFA Auckland 11-13 November 2018 |
12 Life and Health Insurance Strand (Strategi Institute) |
13 Life and Health Insurance Strand (Strategi Institute) |
14 Residential Property Lending Strand: Mortgage Specialist (Strategi Institute) |
15 Residential Property Lending Strand: Mortgage Specialist (Strategi Institute) |
16 Residential Property Lending Strand: Mortgage Specialist (Strategi Institute) |
17 |
18 |
19 KiwiSaver Specialist (Strategi Institute) |
20 Core Strand (Strategi Institute) |
21 Core Strand (Strategi Institute) |
22 Women in Property Leadership Workshop |
23 Women in Property Leadership Workshop |
24 |
25 |
26 Sovereign New Adviser Course |
27 Sovereign New Adviser Course |
28 Sovereign New Adviser Course |
29 Sovereign New Adviser Course |
30 |
1 |
2 |

