Get in touch: +64 (09) 802 1532

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Click meMember area
Get in touch: +64 (09) 802 1532
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Happy Mother's Day! Is your mum sorted for retirement?
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Money 101

Happy Mother's Day! Is your mum sorted for retirement?

8 May, 2025 4 min read
Do I need a will? And how should I get one?
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Money 101

Do I need a will? And how should I get one?

26 March, 2025 4 min read
Women's Day: Celebrating the progress we've made & the work to do
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Money 101

Women's Day: Celebrating the progress we've made & the work to do

11 March, 2025 3 min read
Does health insurance in NZ cover pre-existing conditions?
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Money 101

Does health insurance in NZ cover pre-existing conditions?

28 February, 2025 3 min read
What can we expect from the NZ economy in 2025?
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Money 101

What can we expect from the NZ economy in 2025?

11 February, 2025 3 min read
How to quickly recover from your holiday spending hangover
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Money 101

How to quickly recover from your holiday spending hangover

17 January, 2025 3 min read
8 ways to spend less on Christmas (and still get merry)
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Money 101

8 ways to spend less on Christmas (and still get merry)

11 December, 2024 3 min read
What does the OCR change mean for your mortgage?
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Money 101

What does the OCR change mean for your mortgage?

10 October, 2024 3 min read
Redundancy in NZ: Tips to get you through
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Money 101

Redundancy in NZ: Tips to get you through

16 September, 2024 3 min read
Is AI taking over financial advice?
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Money 101

Is AI taking over financial advice?

26 August, 2024 2 min read
Budgeting when preparing for a baby
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Money 101

Budgeting when preparing for a baby

6 August, 2024 5 min read
Why choosing a KiwiSaver fund is all about time
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Money 101

Why choosing a KiwiSaver fund is all about time

24 July, 2024 3 min read
Cost of living - when is it going to get better?
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Money 101

Cost of living - when is it going to get better?

26 June, 2024 2 min read
What should I look for in a financial adviser?
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Money 101

What should I look for in a financial adviser?

20 May, 2024 3 min read
What is healthspan?
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Money 101

What is healthspan?

11 April, 2024 2 min read
What is the gender retirement gap and how can we fix it?
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Money 101

What is the gender retirement gap and how can we fix it?

25 March, 2024 3 min read
Busting four myths about women and money
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Money 101

Busting four myths about women and money

8 March, 2024 2 min read
How ‘perception gap’ holds back Kiwi finances
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Money 101

How ‘perception gap’ holds back Kiwi finances

14 February, 2024 2 min read
Ten financial New Year’s resolutions
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Money 101

Ten financial New Year’s resolutions

17 January, 2024 4 min read
Give yourself the gift of financial wellbeing this Christmas
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Money 101

Give yourself the gift of financial wellbeing this Christmas

14 December, 2023 3 min read
Tuesday 3 September Wednesday 4 September Thursday 5 September

Masterclasses

2.30PM - 4.30PM

There will be a choice of four 2-hour pre-Conference Masterclasses from mid-afternoon prior to the main conference sessions on 4 & 5 September 2024. 

Sponsored by: 

Member_Fidelity Life-1

INVESTMENT, KIWISAVER AND RETIREMENT
LIFE AND HEALTH INSURANCE
PROFESSIONAL ADVICE
DIVERSITY & INCLUSION

Masterclass 1: Leading the charge - increasing KiwiSaver contributions

This practical masterclass will debate the solutions to address the fact that New Zealanders are simply not saving enough for their retirement.

With the recognised need to increase contributions and with only the majority matching their 3% investment, the debate will focus on what will drive increased contributions and significant growth in KiwiSaver to provide dignified retirement, what is it going to take to get there, who will drive the change and what are the key levers to shift.

Speakers include:

  • Sharon Mackay (Facilitator) - Strategy Lead, Fisher Funds
  • Ana Marie-Lockyer - Chief Executive Officer, Pie Funds
  • Murray Harris - Head of KiwiSaver, Retail & Distribution, Milford Asset Management
  • Simon Power - Chief Executive Officer, Fisher Funds
  • Tom Hartmann - Personal Finance Lead, Te Ara Ahunga Ora: Retirement Commission

See all conference speakers.

Masterclass 2: Looking forward to 2030 - A brave new world?

With insights from data, psychology of risk and digging into the social value of insurance, what is the industry really doing to drive accessibility and affordability to the New Zealand insurance sector?

Speakers include:

  • Mark Banicevich (Facilitator) - Head of Industry Engagement, Partners Life
  • Bronwyn Kirwan - Chief Commercial Officer, Fidelity Life 
  • Mark McClenahan - Head of Life & Health for NZ and Head of Product & Pricing, Aus & NZ, Swiss Re
  • Nick Kirwan - Independent Insurance Consultant
  • Shamubeel Eaqub - Economist, Eaqub & Eaqub Limited
  • Steve Wright - Independent Advice Coach

See all conference speakers.

Masterclass 3: The Perception Gap - Upskilling Kiwis one financial step at a time

This practical masterclass delves into the Perception Gap, the difference between reported financial confidence and actual financial capability.

There are a range of behavioural bias that effect our capability, including over confidence through the Dunning-Kruger effect that drives capability. With approximately 7,000 professional financial advisers, how can we influence 5 million+ New Zealanders?

Speakers include:

  • David Whyte (Facilitator) - Managing Director, DCW Management Ltd. 
  • Anna Livesey - Head of Customer Experience and Design, ANZ 
  • David Bishop - Research Lead, Financial Services Council
  • James Blair - Wealth Director, Lighthouse Financial
  • Jeremy Graham - Chief Executive Officer, FNZ NZ

See all conference speakers.

Masterclass 4: Solutions to grow inclusivity in financial services

This practical masterclass looks with a Diversity. Equity and Inclusion lens at issues surrounding engagement in financial services, working in the sector and trust. Why are our social groups so different and how do we need to change to drive more inclusivity in financial products and services?

Speakers include:

  • Joe Consedine (Facilitator) - Head of Equity, Diversity and Inclusion, ANZ
  • Chloe Gallagher - Partner and Chief People Officer, PWC
  • Dean Anderson - Founder and Chief Executive Officer, Kernel Wealth 
  • Dr. Pushpa Wood - Director of Financial Education and Research, Massey University
  • Tom Bayliss - Principal Adviser, Financial Inclusion, Reserve Bank of New Zealand

See all conference speakers.

Networking drinks

4.30PM - 6.30PM

Sponsored by: 

Member_Fidelity Life-1

Unwind and catch up with the financial services industry as we enjoy drinks and canapes after participating in the Masterclasses. This evening also welcomes those invited to the pre-drinks and networking on the Day 2 of the FSC24 Conference.

Speakers include:

  • Campbell Mitchell (Welcome) - Chief Executive Officer, Fidelity Life
  • Rob Flannagan - Independent Chair, Financial Services Council
  • Haydee Stroud - Acting Chief Executive Officer, Financial Services Council
  • Matt Whineray - Chair, FirstCape

See all conference speakers.

Programme subject to change. FSC24 Conference Terms and Conditions (February 2024).