Events

Event Date:
Monday, 1 April 2019 09:00 to Tuesday, 2 April 2019 16:30

We are helping you obtain your Level 5 Qualifications

To help become licensed in upcoming regime changes
mySolutions and Fidelity Life are teaming up to help advisers obtain their NZQA NZ Certificate in Financial Services Level 5 Programme.
Trecia Brown will be hosting training sessions in 4 regions around the country!

The Qualifications
There are two sections to complete to obtain NZQA NZ Certificate in Financial Services (Level 5) which are:

  • Life and Health Strand
  • Core - Compulsory

The Time-Frame
The training for the Life and Health Strand will run over 2-days during April and May. There is then 6 weeks to complete the assignment and hand it into the Strategi Assessor

The Cost
The cost to completed the Core Component and Life and Health Strand is $1,655+GST. This includes the paper manual required. Normally this is $1,895+GST

Other Strands
We have not included the other strands in this offereing from Fidelity Life. The other strands are Residential Lending Strand, Investment Strand or Fire and General Strand

DATE:    Monday, 1st April and Tuesday, 2nd April

START:    9:00am

WHERE:  QBE Stadium, Stadium Dr, Albany, Auckland 0632

END:       4:30pm

REGISTER: deirdre@mysolutions.nz

Event Date:
Wednesday, 10 April 2019 10:00 to 14:00

Facilitated by Kevin Smee and Chris Aynsley

DATE:     Wednesday, 10th April

START:    10:00am

WHERE:  Tavendales and Partners, 329 Durham Street North

END:       4:00pm

Expected Learnings:

  • Crazy Case to get your head around- Chris Aynlsey
  • Down the Rabbit Hole with TAX
  • WT*- GST on Lump Sums?
  • How Can We Use This To Promote What We Do With Other Professionals? For Lead Generation

Who Should Attend:
Please only register if you know and have some understanding of the Business Market and what is going to be discussed

Event Date:
Friday, 12 April 2019 10:00 to 15:00

Glen Hatcher and Kevin Smee understand how difficult it can be to take the first step into the business market.
Without guidance and the basics, it can be almost impossible.
This course is aimed at up-and-coming adivsers needing that guidance and wants to learn more about the business space.

Expected Learnings:

  • Getting into the head and understanding business operations (one man band to larger organisations)
  • How a Business Functions
  • One Page Planning Document
  • Understanding Financials
  • ACC CoverPlus Extra and How it Works
  • Business Case Study

DATE:     Friday, 12th April

START:    10:00am

WHERE:  Solutions House, Auckland

END:       3:00pm

REGISTER: deirdre@mysolutions.nz

Event Date:
Wednesday, 1 May 2019 09:00 to Thursday, 2 May 2019 16:30

We are helping you obtain your Level 5 Qualifications

To help become licensed in upcoming regime changes
mySolutions and Fidelity Life are teaming up to help advisers obtain their NZQA NZ Certificate in Financial Services Level 5 Programme.
Trecia Brown will be hosting training sessions in 4 regions around the country!

The Qualifications
There are two sections to complete to obtain NZQA NZ Certificate in Financial Services (Level 5) which are:

  • Life and Health Strand
  • Core - Compulsory

The Time-Frame
The training for the Life and Health Strand will run over 2-days during April and May. There is then 6 weeks to complete the assignment and hand it into the Strategi Assessor

The Cost
The cost to completed the Core Component and Life and Health Strand is $1,655+GST. This includes the paper manual required. Normally this is $1,895+GST

Other Strands
We have not included the other strands in this offereing from Fidelity Life. The other strands are Residential Lending Strand, Investment Strand or Fire and General Strand

DATE:    Wednesday, 1st May and Thursday, 2nd May

START:    9:00am

WHERE:  Woodlands Homestead, 42 Whitikahu Road, Gordonton, Hamilton

END:       4:30pm

REGISTER: deirdre@mysolutions.nz

Event Date:
Monday, 6 May 2019 09:00 to Tuesday, 7 May 2019 16:30

We are helping you obtain your Level 5 Qualifications

To help become licensed in upcoming regime changes
mySolutions and Fidelity Life are teaming up to help advisers obtain their NZQA NZ Certificate in Financial Services Level 5 Programme.
Trecia Brown will be hosting training sessions in 4 regions around the country!

The Qualifications
There are two sections to complete to obtain NZQA NZ Certificate in Financial Services (Level 5) which are:

  • Life and Health Strand
  • Core - Compulsory

The Time-Frame
The training for the Life and Health Strand will run over 2-days during April and May. There is then 6 weeks to complete the assignment and hand it into the Strategi Assessor

The Cost
The cost to completed the Core Component and Life and Health Strand is $1,655+GST. This includes the paper manual required. Normally this is $1,895+GST

Other Strands
We have not included the other strands in this offereing from Fidelity Life. The other strands are Residential Lending Strand, Investment Strand or Fire and General Strand

DATE:    Monday, 6th May and Tuesday, 7th May

START:    9:00am

WHERE:  Fidelity Life Offices, 81 Carlton Gore Rd, Newmarket, Auckland 1023

END:       4:30pm

REGISTER: deirdre@mysolutions.nz

Event Date:
Thursday, 9 May 2019 10:00 to 14:00

Our National Roadshows focus on how to grow your business through motivational and inspirational presenters.

We will cover:

DATE:     Thursday, 9th May

START:    10:00am

WHERE:  Tavendales and Partners, 329 Durham Street North

END:       2:00pm

REGISTER: deirdre@solutions.gen.nz

We hope to see you there!

To register, please contact Deirdre for catering purposes – deirdre@mysolutions.nz

Event Date:
Friday, 10 May 2019 10:00 to 14:00

Our National Roadshows focus on how to grow your business through motivational and inspirational presenters.

We will cover:

DATE:     Friday, 10th May

START:    10:00am

WHERE:  BNZ Partners, 1 Victoria Street

END:       2:00pm

REGISTER: deirdre@solutions.gen.nz

We hope to see you there!

To register, please contact Deirdre for catering purposes – deirdre@mysolutions.nz

Event Date:
Thursday, 16 May 2019 01:30

Our National Roadshows focus on how to grow your business through motivational and inspirational presenters.

We will cover:

DATE:     Thursday, 16th May

START:    10:00am

WHERE:  Nest Home Loans, 85b Church Road

END:       2:00pm

REGISTER: deirdre@mysolutions.nz

We hope to see you there!

To register, please contact Deirdre for catering purposes – deirdre@mysolutions.nz

Event Date:
Friday, 17 May 2019 10:00 to 14:00

Our National Roadshows focus on how to grow your business through motivational and inspirational presenters.

We will cover:

DATE:     Friday, 17th May

START:    10:00am

WHERE:  Takapuna Boat Club, 39 The Strand

END:       2:00pm

REGISTER: deirdre@mysolutions.nz

We hope to see you there!

To register, please contact Deirdre for catering purposes – deirdre@mysolutions.nz

Event Date:
Monday, 20 May 2019 09:00 to Tuesday, 21 May 2019 16:30

We are helping you obtain your Level 5 Qualifications

To help become licensed in upcoming regime changes
mySolutions and Fidelity Life are teaming up to help advisers obtain their NZQA NZ Certificate in Financial Services Level 5 Programme.
Trecia Brown will be hosting training sessions in 4 regions around the country!

The Qualifications
There are two sections to complete to obtain NZQA NZ Certificate in Financial Services (Level 5) which are:

  • Life and Health Strand
  • Core - Compulsory

The Time-Frame
The training for the Life and Health Strand will run over 2-days during April and May. There is then 6 weeks to complete the assignment and hand it into the Strategi Assessor

The Cost
The cost to completed the Core Component and Life and Health Strand is $1,655+GST. This includes the paper manual required. Normally this is $1,895+GST

Other Strands
We have not included the other strands in this offereing from Fidelity Life. The other strands are Residential Lending Strand, Investment Strand or Fire and General Strand

DATE:    Monday, 20th May and Tuesday, 21st May

START:    9:00am

WHERE:  DoubleTree Hilton “Chateau on the Park”, 189 Deans Avenue, Christchuch 8011

END:       4:30pm

REGISTER: deirdre@mysolutions.nz

CONSIDERING MEMBERSHIP

To request a membership pack or to find out more information, contact us today!

FIND OUT MORE

Upcoming Events

Monday, 1 April 2019 09:00 to Tuesday, 2 April 2019 16:30
Wednesday, 10 April 2019 10:00 to 14:00
Friday, 12 April 2019 10:00 to 15:00

Get in touch

  • 59 Apollo Drive, Albany,
    Auckland 0632
    PO Box 302-688, North Harbour,
    Auckland 0751 
  • hello@mysolutions.nz
  • 0800 mySolutions (697658)
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