Events

Event Date:
Friday, 7 June 2019 10:00 to 14:00

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, 7th June

START:    10:00am

WHERE:  Solutions House, Auckland

END:       2:00pm

REGISTER: deirdre@mysolutions.nz

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

This event focuses on upskilling your Admin Team to be more efficient and to understand your process better!

Deirdre will be running through:

  • Using Survey Mokey
  • Licencing To-Do-List
  • Understanding Claims
  • Using MailChimp
  • and more

DATE:     Friday, 14th June

START:    10:00am

WHERE:  Solutions House, 59 Apollo Drive, Albany

END:       2:00pm

REGISTER: deirdre@mysolutions.nz

Event Date:
Thursday, 20 June 2019 10:00 to 14:00

At mySolutions we have an online 9 week Introduction to the Financial Services Industry that will teach you how to be an Adviser more successfully in our Industry! 

Tihis day is designed to introduce the course and go through the expected learnings.

The reason we are running this course online, is to allow your ‘New Adviser’ to keep their day job until they are certain this career path is for them

As a member of mySolutions, this is complimentary.

Please email Nicola if you are keen to register for this 8 week course.

DATE:     Thursday, 20th June

START:    10:00am

WHERE:  Solutions House, Auckland

END:       2:00pm

REGISTER: nicola@solutions.gen.nz

Who May be Interested in Attending:

  • Mortgage Brokers
  • First & General Brokers
  • New Advisers with under 12 months experience
  • University Grads, with an interest in Financial Service

Attendees Must Have:

  • The Motivation to Succeed
  • The Right Attitude
Event Date:
Thursday, 20 June 2019 10:00 to Friday, 21 June 2019 16:00

The Business Leaders Forum is an Invitation Only Event for Directors & Owners of Insurance Businesses

This event is to get like-minded Business Owners together from the finance sector, to share and learn from each other, so we can all improve our Business and Leadership Knowledge.

Our next Leaders Forum is scheduled for:

DATE:    Thursday, 20th June - Friday, 21st June

START:   10:00 am

WHERE:  

END:       16:00pm with dinner to follow

GUEST PRESENTERS:

Event Date:
Friday, 28 June 2019 09:00 to 13:30

This course focuses on how to be a successful Mortgage Broker. You learn effective marketing and networking processes from advisers that are actively working in the industry.

This session is open to all advisers, and their support teams (i.e. PA's/Loan writers).  We will have a couple of special presentations from lenders and advisers, and will finish the session with lunch.  There is no cost to attend!

DATE:     Friday, 28th June

START:    9:00am

WHERE:  Solutions House, 59 Apollo Drive, Albany

END:       1:30pm

REGISTER: deirdre@mysolutions.nz

Event Date:
Friday, 5 July 2019 10:00

This event is to introduce mySolutions to anyone who has recently joined our family, or thinking about joining, and give them an overview of who we are, what we are about and what our offering is.

DATE:    Friday, 5th July

START:   10:00am

WHERE:  Solutions House, Auckland

END:       2:00pm, followed by drinks and nibbles

GUEST PRESENTERS:

  • Understanding the Process and Documentation
  • myDashboard
  • Report Tools
  • Role of a Lead Adviser
  • Support Services

REGISTER: deirdre@solutions.gen.nz

Event Date:
Thursday, 1 August 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, 1st August

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, 2 August 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, 2nd August

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:
Thursday, 8 August 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, 8th August

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, 9 August 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, 9th August

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

CONSIDERING MEMBERSHIP

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

FIND OUT MORE

Upcoming Events

Friday, 7 June 2019 10:00 to 14:00
Friday, 14 June 2019 10:00 to 14:00
Thursday, 20 June 2019 10:00 to 14:00

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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