Thu 3 & Fri 4 August 2017

Building a Better Future for Consumers, Advisers and Providers

Join us

Good financial decisions can vastly improve people’s lives. And good advice plays a crucial role in making good financial decisions.

Mortgage, Risk, Investment and Financial Planning advisers make a very meaningful and positive difference to the lives of New Zealanders. Which is why for Conference 2017, we’ve chosen the theme The Value of Advice.

The changing world of financial services has and will continue to create many challenges and opportunities for advisers. This two-day event will explore how advisers can not only adapt, but thrive in the years ahead; offering tools and insights to reassert and grow the value of advice. We have a packed programme of sessions that all types of advisers will find valuable, as well as sessions tailored to the needs of each discipline.

We welcome you to join us and hope to see you there.

Rod Severn, PAA and Fred Dodds, IFA


MC’d by Mike King, the Conference programme is packed with international and New Zealand keynote speakers (early confirmations include: Phillip Randall, Daniel Flynn and Ngahi Bidois (more to come); 90-minute Spotlight advice sessions; adviser sessions for efficiency and growth, and of course plenty of networking and the Gala Dinner. Plus, earn up to 8 structured CPD hours. Check out more details in the programme section.

Aug 3

Day 01.


Conference Registration


Conference Welcome & Opening Address

Read more

Aug 4

Day 02.


Optional breakfast


Conference highlights from Day 1

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The Conference is conveniently located at SkyCity Convention Centre, 88 Federal Street, in the centre of Auckland.

Take a look at the map below and click on the location for a more detailed map.


We have secured excellent rates at nearby hotels for your convenience.

The four options are SkyCity Grand Hotel, SkyCity Hotel, Rydges Hotel and Crowne Plaza Hotel. Check out the Accommodation section to find your preferred hotel.

CPD Hours

Up to 8 code structured and IFA/PAA structured Continuing Professional Development hours are available to attendees.
Structured credits are able to be claimed where the session attended relates to an identified learning objective in your CPD plan.

Members’ online CPD logs will be updated post conference. Non- member delegates will be emailed verification of their attendance at the indicated sessions.


Whether you are from Auckland or will be travelling to Auckland for the Conference, there are lots of easy travel options for you.

A $100 discount is offered to all South Island attendees who register before 30 April 2017. This discount will be deducted prior to payment being actioned by The Conference Team.

Travelling from Auckland airport: The airport is a 50-minute drive to the central city. A taxi fare is approximately $80 one way – book taxis online via Air New Zealand website and save. A shuttle bus will cost NZ$32 or a public bus will cost $18.

Travelling from Auckland: A taxi or a public bus will be your best option, however, if you would like to drive into the city, there are plenty of parking buildings close by. Check out the parking locations beforehand so you don’t have to worry about it on the day.

Main venue


Events are held in the Main hall, workshops in Second floor meeting rooms


SkyCity Convention Centre
88 Federal Street, Auckland 1010


09 363 6070


Gold Sponsors

Silver Sponsors

Bronze Sponsors

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