Hosted by director Brigette Fulton, and staff, Sarah Slater and Tristan Dixon

We hosted this event on the 30th of July.

This webinar recording is designed to help you maximise the benefits of Xero Reporting, making your accounting processes more efficient and effective. Whether you're new to Xero or looking to deepen your knowledge, this session will provide valuable insights and practical tips.

Hosted by NZ Funds Private Wealth

We hosted this event on the 15th of May 2024 with NZ Funds.

Please use the link below to access the recording.

Reid Parker, Mark Brooks and Wendy Shan from NZ Funds dive into the latest market trends, the critical importance of retirement planning and the transformative power of financial advice. Designed for both new and seasoned investors aiming to refine their strategies, understand market dynamics and explore efficient investment practices.

Hosted by NZ Funds Private Wealth

We hosted this event on the 8th of November 2023 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.

Hosted by NZ Funds Private Wealth

We hosted this event on the 8th of June 2023 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.

Partnered with PIC Insurance Brokers

We hosted this event on the 2nd August 2023 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

Hosted by Hunter Withers and ANZ Bank

We hosted this event on the 12th of May 2023 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

Hosted by NZ Funds Private Wealth

We hosted this event on the 29th of May 2025 with NZ Funds

Reid and James from NZ Funds speak to us about the latest industry trends and investment strategies, experts in their field and now they are sharing their knowledge and guidance. Whether you're a seasoned investor or just starting out, this recording will equip you with the tools to make informed financial decisions. Gain up-to-date insights into local and global markets and learn how economic trends impact your investments.

What we covered:

• Fundamental financial concepts essential for small businesses

• Effective cash flow management strategies

• How to understand and interpret key financial reports       

• Key ratios - spot opportunities early     

• Understanding profit and loss    

• Live Q&A - ask us anything!       

This webinar is designed for small business owners at any stage —whether you're just starting out or have been operating for years. It's a valuable opportunity to gain practical insights from experienced accounting professionals in a clear, easy-to-follow format.

Hosted by director Brigette Fulton, and staff, Sarah Slater and Tristan Dixon

We hosted this event on Thursday 18th September 2025

This webinar recording is -

• Designed for busy NZ small business owners

• Plan for profit, not just survival

• Real-life NZ business examples

• Just 30 minutes - short, sharp and practical

• Free resources & live Q & A