2030: The Next Generation Advice Business is a free white paper from Strategi Group, packed with global insights and in-depth research on the future of financial advice in Aotearoa. Launched at the 2025 Financial Advice NZ Conference, it highlights the major trends reshaping our industry—from AI and fintech to evolving client needs and the changing compliance landscape.
As Nick Hakes, CEO of Financial Advice NZ, says: “This paper offers a valuable roadmap for advice practices in New Zealand. A must-read for new and emerging advisers.”