Upcoming Events

  • Market Update & Investment Insights

    15th May 2024 - 4:00pm

    Join Hunter Withers and NZ Funds - Reid Parker for an exclusive afternoon seminar featuring industry expert Mark Brooks. Dive into the latest market trends, the critical importance of retirement planning, and the transformative power of financial advice. This event is designed for both new and seasoned investors aiming to refine their strategies, understand market dynamics, and explore efficient investment practices. Don’t miss the chance to witness a live demonstration of WealthPlan, our innovative financial planning tool.

    Why Attend?

    1. Engage with top industry experts

    2. Gain invaluable market insights

    3. Discover strategies to optimize your investments

    4. Network with peers and industry leaders

    Spaces are limited. Reserve your seat today to empower your investment journey.

    REGISTER NOW
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Past Events

  • Wealth Navigator

    Hosted by NZ Funds Private Wealth

    We hosted this event on the 8th of November with NZ Funds.

    Please use the link below to access the recording.

    Reid Parker, an expert from NZ Funds, will share invaluable insights on KiwiSaver, offering advice applicable to individuals at all stages of their careers. Whether you're just starting out or well-established in your professional journey, this event promises to provide actionable information to help you make the most of your financial future.

    Recording Link

  • Let's Talk Insurance

    Partnered with PIC Insurance Brokers

    We hosted this event on the 2nd August with PIC Partners.

    Please use the link below to access the recording.

    Join us for our ‘Let’s Talk Insurance’ Webinar. Partnered with PIC Insurance brokers we will discuss all personal insurances along with business insurance packages to offer employees.

    We will cover:

    • Life Cover

    • Total & Permanent Disability Cover

    • Trauma or Critical Illness Cover

    • Income Protection Cover

    • Health Insurance Cover

    • Group Insurance Packages for Businesses to offer their Employees

    Recording Link

  • Wealth After Work

    Hosted by NZ Funds Private Wealth

    We hosted this event on the 8th of June with NZ Funds.

    Please use the link below to access the recording.

    Join us at this 1 hour seminar to understand how to transform your wealth.

    At this Seminar we will cover:

    • Market update.

    • Why planning for retirement is important.

    • The value of financial advice.

    • How to optimise and invest simply.

    • WealthPlan demonstration.

    Recording Link

  • Succession Planning

    Hosted by Hunter Withers and ANZ Bank

    We hosted this event on the 12th of May with ANZ bank.

    Please use the link below to access the recording.

    All business owners should have a Succession Plan in place. Whether you plan on exiting in three years or 30 years, it’s important now.

    Succession Planning is about clarifying what you want for the future and defining the steps required to turn that vision into a reality, while taking into consideration business, personal and family expectations

    Recording Link
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