The findings of a global research project on the benefits of financial planning are to be revealed by Financial Advice NZ and the Financial Planning Standards Board (FPSB) during a webinar.
FPSB CEO Dante De Gori will join the webinar from the USA to discuss the findings which examine the value of financial planning, measuring the financial and non-financial impact of financial planning across the quality of life, financial confidence, and financial satisfaction.
The study was commissioned by FPSB and Financial Advice NZ, and conducted by Sydney-based research firm MyMavins across 15 countries.
Among the participating countries are New Zealand, Australia, Canada, the UK, and the United States.
The research builds on Financial Advice NZ’s 2021 Better Behaviours and 2020 Trust in Advice research and will provide advisers with measures and infographics to share with clients about the value of professional financial advice.
Click here to find out more, and to register for the webinar, which will take place on Wednesday 4 October, 10am.
To find out more Register now and be part of the community changing perspectives on the value of seeking professional financial advice and making a positive impact on the lives of New Zealanders.