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Future Ready Advice Summit Queenstown

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Heritage Queenstown

91 Fernhill Road

Queenstown, Otago 9300

New Zealand

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You are invited to join us on Thursday 17 February 2022 for our virtual Future Ready Advice Summit, the in person event is now postponed.

About this event

Kia ora,

The good news is that we are still planning on holding an advice summit, although this will now be in two parts with online sessions on 17 February 8.30am to 10.30am:

  • FMA – Embedding the Changes in the New Zealand Advice Sector
  • TED talks
  • Session 3 - Financial Advice 2022 – 2025 - TBA

We will also run an in-person event at the Heritage Hotel Queenstown when we are safely back on Orange Covid levels.

Join us for both days of the Future Ready Advice Summit 2022. The Summit follows on from the hugely successful 2021 Get In Shape Advice Summits which ran over February and April last year.

In 2022 we are changing the format, acknowledging our collective need to reconnect together, whilst supporting our struggling tourism sector. We had planned the 2022 programme in Queenstown on February 17, the new date is TBA.

The Future Ready Advice Summit will be an opportunity for us all to connect, learn & share whilst getting ready for what's to come in 2022 and beyond.

Ngā mihi from the FSC Team _________________________________________________________________________________________


The Summit Programme 

The FSC are working with key players behind the regulatory change and peers within the advice community to deliver the programme. The content will be future focused, relevant, reliable and will best prepare you for the financial services landscape in 2022 and beyond.

You are invited to learn, share and network with your peers at this summit, built specifically for the professional advice community.

By attending you will:

  • Hear directly from our regulatory partners and key decision makers including the FMA and others
  • Get the latest advice on thriving under a financial advice provider licence
  • Engage & hear from some of our political leaders
  • Hear from experts and focus on the future and developing professional advice practices
  • Join our Advice Masterclass focused on future proofing the business model of the future
  • Network with peers and hear from industry leaders
  • Speak to suppliers for practical help and support through the changes
  • Contribute towards your Code Standard 9 competence requirements

Following on from the popular 2021 event which attracted over 950 attendees, scored an average speaker rating of 84% and delivered insights from leaders including Minister Clark, our 2022 edition has a stellar programme line-up not to be missed.

An Unmissable Programme

Great content drives great events and across our 2022 event series we will again showcase New Zealand’s political and regulatory leaders and explore the big issues of the day across topics of interest for our members and New Zealanders.

Featured sessions include:

SESSION 1: Embedding the changes in the New Zealand Advice Sector. Our update session on the Financial Markets Conduct Act (FMCA), Conduct of Financial Institutions Review (CoFi) and consumers.

SESSION 2: In conversation with our political leaders Find out more about the key political issues facing our sector.

SESSION 3: New for 2022 - Meet the Professionals Your choice of two sessions to get up close with some of the leading lights of the NZ financial services sector (like speed dating on a topic of your choice), including experts from business fields to help develop your financial advice practice.

SESSION 4: Financial Advice in 2025 How to best engage New Zealanders in their financial futures - insights & opportunities. These fast-paced TED-style talks from our experts will provide insights to help you grow your advice business.

SESSION 5: Insights from the Queenstown Tourism sector. What can we learn & apply in our business.

Stay tuned as we reveal our outstanding line-up of speakers over the coming weeks.

Topics, speakers and timing may change.



Masterclass 2022 – Future Proofing your Business - Business Strategy, Governance, Pricing and CVPs (Client Value propositions).

Back by popular demand is the valuable Masterclass session, an essential workshop for advisers to learn alongside peers and hear from leading lights in the advice community.

This practical workshop-style masterclass will help you to improve your business in governance, strategy and CVPs. The session will provide practical examples, tips, process templates and will reiterate what it really means to run an adviser business.

To conclude the summit we will host the Advice Summit Networking Function. A chance to have a chat, reconnect & close out the day. Join us for drinks and nibbles, meet with your peers, network and enjoy the gorgeous views of Lake Wakatipu.



Tickets $150 + GST + Eventbrite booking fees

Groups of 5 receive a discount of 10% by entering promo code SAVE10.

We are also planning to stream this event and digital passes are available for $50.

Tickets are non-refundable but transferable to another person by updating the ticket details in your Eventbrite account.



We have a range of sponsorship opportunities available for Future Ready Advice Summit Queenstown. We have had fantastic support over the past years, thanks to our amazing network. We welcome back our valued sponsors and invite you to join us again in 2022. We will be in touch shortly. If you have any queries, or would be interested in sponsorship opportunities please contact us events@fsc.org.nz.



Covid19 has made event planning especially difficult, as you'll already be aware, with the disruption to 2020 and 2021 events nationwide. Naturally your safety is our primary concern and we will be following:

  • All government advice
  • Ministry of Health guidelines
  • All venue rules and
  • All traffic light system advice

The FSC team will stay close to the Covid19 guidelines as they evolve and keep in touch with any changes that may affect our events and participation.

Queenstown Heritage Hotel Covid19 policy:

Please note the Heritage Hotel has clear Covid19 policies in place. Health and safety is paramount for us, therefore every person wishing to enter our properties must be fully vaccinated. Proof required for entry is with a valid My Vaccine Pass (or similar approved vaccination certificate). Visit www.health.govt.nz for information on the passes. This includes guests, hotel restaurant diners, conference/event attendees, and contractors. This applies to anyone 12 years and older. Those with a Ministry of Health exemption will need to provide proof documentation upon arrival.



Please read the FSC event Terms and Conditions here.



Optional Tours were planned for Friday 18 February and we'll still aim for activities we can enjoy together when we're back in the Orange alert level. For those who are travelling you might like to make a weekend of it. In running the Future Ready Advice Summit in Queenstown we wanted to give travelling delegates the chance to enjoy and explore Queenstown & surrounds. On Eventbrite when you book your ticket we ask if you are interested in staying and playing on Friday 18 February - and if yes what would entice you to stay?

Please advise your interest in:

  1. Golf
  2. Wine Tour
  3. Arrowtown visit
  4. Skyline
  5. Other suggestions?

Or you could email us on: events@fsc.org.nz

Based on demand and numbers we will put a programme together.

Times, topics and content subject to change.



We have negotiated and block booked rooms at the lovely Heritage Hotel Queenstown, 91 Fernhill avenue. Rooms start at only $215, please don't delay in booking your spot and accommodation with promo code FSC22. Click here to book.

		Future Ready Advice Summit Queenstown image

Date and time


Heritage Queenstown

91 Fernhill Road

Queenstown, Otago 9300

New Zealand

View Map

Refund policy

No Refunds

{ _('Organizer Image')}

Organiser Financial Services Council

Organiser of Future Ready Advice Summit Queenstown

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