Join like-minded professionals in the Financial Wellbeing Sector every quarter to Share, Learn, Connect.
Our next event: Tuesday 9th September 2025, 9.30am – 12.30pm
Kindly hosted by KPMG, 18 Viaduct Harbour Avenue, Auckland
The Network is designed to bring us together on a regular basis to Share, Learn and Connect.
There is some wonderful and important mahi happening in our sector and we endeavour to cover topics that need awareness raising and/or help inform our work.
We will always allow plenty of time for networking so that you can come away with new knowledge and connections.
9.30am - 10.00am - Tea/Coffee and Networking
10am - 11.30am - Speakers and Q&A
11.30am - 12.30pm - Networking and Kai
Past Events
18th March 2025 – Westpac
Wendy Ballard, Zip
Buy Now, Pay Later
Sasha Lockley, Money Sweetspot
Debt solutions
Monika Lacey, Centrix
Credit reporting
24th September 2024, Hosted by BNZ
Jonathon Dale, BNZ
Open Banking Simplified
Jodi Hoare, BNZ
Early support strategies for vulnerable bank customers
Anika Forsman & Dr Jo Gamble, Te Ara Ahunga Ora
Outcomes and Measurement Tool
10th December 2024, Hosted by ANZ
Sharon Zollner, ANZ Chief Economist
Economic insights
Samantha McGuire, FMA
Fraud and Scams
Duncan Robertson, Get Verified
Online Banking Verification
10th June 2025 – KPMG
Fiona Faithful, McVeagh Fleming
Wills and Enduring Powers of Attorney
David Boyle, Fisher Funds
KiwiSaver insights
Kate Hannah, Te Ara Ahunga Ora
Sector Updates
“It was a great session. Thank you! In all honesty it probably was about the right length but I really enjoyed it so (for selfish reasons) would have liked it to go on longer. Speakers were great, as were the Q&A sessions. More of this!”
“Great opportunity to hear what is going in around technology in the financial industry.
Networking and Kai was wonderful.”
“Great event Clem! So great to connect with others within the network and see what other people are doing in the Fin Ed space.”
“Loved it, really interesting. I think the guest speakers could be given a bit more time
to present because what they are sharing is
so interesting.”
“Good mix of topics. Perfect time allocation
- provided enough information and kept
me engaged.”
“More time for questions it seems, lots of good discussion arising. Thank so much for bringing us together Clem, so good to network and we are all keen to see positive outcomes for consumers.”
“Thank you for providing a welcoming space
and being wonderful hosts. I made some
great connections”
“This session demonstrated the maturity of the content and professionalism of the network
- your stewardship acknowledged here.”
“In this case I’m sure I was not the only one reflecting personally as well as professionally.
It demonstrates how the network is potentially an effective platform for different parts of the ecosystem to exchange.”