Day 1

8:15am — Tea and coffee

8:50am — Start time

• Introductions and housekeeping — Tim Beveridge - MC
  
  
• Welcome — Louisa Yandle
  
  
• Manufacturing certainty in macro-economic chaos — Andrew Inwood, CoreData Research
  Andrew examines the zeitgeist of retiring in turbulent times, the life-changing impact of advice and why income in retirement is 'the new black'.
  
  
• Can we trust research? — Prof Ben Marshall, Independent Academic Consultant 
  Explore how to separate credible evidence from noise, maintain independence in decision-making and use measures such as the t-stat to assess reliability.
  
  
• Spending patterns through retirement — Ian Perera, NZSA Retirement Income Interest Group
  Advising clients based on what New Zealanders actually spend at different stages of retirement. 
  
  
• Under review: out mid-cycle health check of asset allocations — Mitchell Bristow
  Insights from the mid-cycle SAA review, including evaluating new funds and what recent market observations mean for your investors' plans. 
  
  
• NZ's investor immigrant visa scheme: an opportunity for advisers? — Andrew Bascand, Harbour Asset Management
  The Active Investor Plus visa represents a significant growth opportunity as New Zealand is now one of the few countries courting investor migrants. What does this mean for you? 
  
  
• Innovative strategies: client segmentation & surge meetings — Rhodes Donald - phwelath, Warwick Walker - Foxplan
  
  
• Consilium Quick Hits
  -  Fund Comparison Calculator - Mitchell Bristow
  -  Money Strengths - Ben Brinkerhoff
  -  Consilium Wrap - Natasha Van Koeverden
  
  
• Kicking the bucket — Ben Brinkerhoff
  Building solutions to optimise regular investor withdrawal throughout retirement.

4:45pm — Day 1 wrap up

6:30pm — Pre-dinner drinks (Te Pae Convention Centre)

Day 2

8:30am — Tea and coffee

9:00am — Start time

• Taking AI from hype to practical impact — Jeremy Graham & Damian Millin, FNZ
  AI is transforming financial services, enhancing personalisation, compliance and efficiency. Learn about FNZ's adoption roadmap and latest adviser insights prototype.
  
  
• Authentic intelligence – Using AI to strengthen the client experience — Hannah Hardy-Jones, Contented
  Learn how Contented's tools enhance the adviser-client connection, proving that technology can strengthen rather than replace the human touch that clients value most.
  
  
• How to become a rainmaker — Joel Teasdel, Dimensional Fund Advisors
  Explore how high-performing firms develop young advisers by equipping them with sales skills and supporting their transition to independent leaders.
  
  
• Australian study tour learnings — Malcolm Harrington, Joseph Darby, Fraser Richardson, Richard Renfrew
  An overview of adviser insights from the 2025 Australian Study Tour.
  
  
• Guest Presenter — Zion Armstrong 
  Zion will lead you through his personal story and global career at adidas, sharing insights on leadership, team building and fostering a people-first culture to achieve exceptional results.

12:15pm — Conference wrap up — Damon O'Brien

Andrew Inwood

Founder & Principal
CoreData Research

Andrew brings over 30 years of experience in the Australian financial services industry. He started his career leading the marketing team at Rothschild Australia Asset Management, before spending over a decade at AMP Investments, including a secondment to Virgin Direct in the UK to help establish the group's finance and investment arm. Upon returning to Australia, he served as Marketing Director at Wizard Home Loans and later as General Manager of Applications and Hosted Services at Telstra, before founding CoreData.

An expert in client experience, Andrew has authored over 50 research pieces and has spoken in major cities worldwide, including London, New York, and Tokyo. He has also served on charity and sporting club boards, and been a seed investor and director of various start-ups, particularly in the online sector. Andrew holds a Bachelor of Economics from the University of Sydney ASIA.

Professor Ben Marshall

Independent Academic Consultant

Professor Ben Marshall works with the Consilium Investment Committee as an Independent Academic Consultant, with a particular focus on governance, analytical support and policy review. He serves on the editorial board of a number of journals and has consulted to public and private companies in a range of different areas. He holds the MSA Charitable Trust Chair in Finance at Massey University.

Professor Marshall has undertaken research in areas such as the impact of climate on financial markets, factors that influence stock returns, quantitative approaches to portfolio management, transaction cost and illiquidity measurement, and exchange traded funds. 

His research has been published in leading international journals and he is a regular speaker at international finance conferences. Professor Marshall is currently ranked in the top 1% of authors based on downloads of his working papers.

Ian Perera

Convenor
NZSA Retirement Income Interest Group

Ian has had a long career in financial services including roles as CRO and CFO for major insurance companies. He recently spent a ten-year period applying his actuarial skill set to banking. He is a member of the Actuaries Institute Banking Education Faculty.

He has been Convenor of the New Zealand Society of Actuaries Retirement Income Interest Group since 2022 and agrees with economist William F. Sharpe that decumulation is the "nastiest, hardest problem in finance."

Andrew Bascand

Co-CEO, CIO, Portfolio Manager 
Harbour Asset Management

Andrew is a founder, Co-CEO and CIO of Harbour. He holds responsibility for Harbour Australasian equity growth portfolios and works closely with the investment teams on market strategy. As Co-CEO, Andrew also focuses on the overarching management of the business, helping the Harbour team work towards a core vision of being the most trusted investment manager.

Prior to founding Harbour Asset Management, Andrew spent 10 years with AllianceBernstein New Zealand as Senior Vice President and Portfolio Manager responsible for portfolio construction of all Australasian equity mandates. In that role Andrew and his team were consistently recognised by the industry for excellence in funds management. Andrew has over 40 years’ investment management experience including roles with the Reserve Bank of New Zealand, the Bank of England, AMP and with Merrill Lynch Global Asset Management (UK) as Managing Director of Global Equity Products. With Merrill Lynch, Andrew managed global equity accounts for pension funds in Japan, Sweden, Spain, Chile, England, the US, Germany and South Africa.

Jeremy Graham

Managing Director
FNZ

Jeremy brings a wealth of experience and a deep understanding of FNZ, having joined the business in 2007 as a software developer. Most recently, Jeremy was appointed to Head of Technology for Asia Pacific, Middle East and Africa.

Between 2014 and 2021, he drove the growth of FNZ’s software engineering capabilities and led a team of over 100 members who successfully delivered multiple platforms across European and Asia Pacific markets. He is passionate about building and leading high-performing teams, delivering transformational outcomes for FNZ clients, with a strong focus on continuous improvement, cutting edge technology solutions and operational efficiency. Subsequently, Jeremy served as Global Head of Talent, championing Talent Acquisition and Development across all FNZ offices worldwide and Managing Director of the NZ business.

Damian Millin

Head of Client Solutions (Asia Pacific, Middle East & Africa
FNZ

Damian has been with FNZ for over 20 years, holding senior roles across client management, operations and technology services.  In his current role, he works with leading institutions to design and continuously enhance platform capabilities that elevate adviser experience, improve efficiency and drive scalable growth. With a strong focus on innovation and transformation, Damian helps clients strengthen their market position, manage risk, and unlock new opportunities across diverse and complex markets.

Joel Teasdel

Head of Wealth Management Group, Australia & Vice President
Dimensional Fund Advisors

Joel Teasdel is Head of Wealth Management Group for Asia ex-Japan and is based in Dimensional’s Singapore office. With over 25 years’ experience as an investment professional in Europe, Asia and the Pacific, Joel is a veteran of the wealth management industry.

Since 1997, Joel has specialised in helping elite private wealth managers to improve their investment process, client value proposition, firm profitability and most importantly, the investment outcomes for end investors.

Joel holds a Bachelor of Business in Marketing, Management and International Business Law from the University of Technology, Sydney, and a Diploma of Financial Services in Financial Planning.

Hannah Hardy-Jones

Founder & CEO 
Contented

Hannah is the Founder and CEO of Contented, a fast-growing AI tech company transforming the way organisations capture and action the most important conversations.

From her beginnings in HR and mental health technology to leading a SaaS platform used by consultants, boards, wealth managers, and enterprises around the world, Hannah has built a reputation for making AI practical, human-centred, and results-driven. She regularly speaks on topics including AI adoption, the future of work, and turning talk into tangible outcomes in high-stakes industries like financial services. 

Dietary requests

Please let us know if you have any dietary requirements for catering purposes. Send an email to Libby Hughes at libby.hughes@consilium.co.nz.

CPD hours

Your attendance at the conference will earn you 10 structured CPD hours. Names will be submitted to Financial Advice NZ to have the certificate sent directly to your email address.

Parking

Te Pae Christchurch does not have an onsite parking facility.

The closest car park to Te Pae is the Wilsons car park on the corner of Armagh and Colombo Street (opposite Victoria Square).

Multiple off-street parking sites are available and operated by either the Christchurch City Council or private operators (e.g. Wilsons). Electric vehicle charging bays are available at the Lichfield Street Carpark, located at 33 Lichfield Street, Christchurch Central.

Christchurch City parking map - here

Non attendance

Attendance to the Consilium Partner Firm Conference is by invitation only. If you are unable to attend either the conference or the dinner, please let your Client Relationship Manager know in advance. You will otherwise be catered for and there may be a charge for non-attendance.

Relax & engage!
We will be doing the note taking for you...

We would like to let you know that sessions are being recorded, and you will have access to these audio recordings on the day. This ensures valuable conversations and ideas are captured and turned into insights.

We've partnered with Contented, an AI platform founded in Ōtāutahi Christchurch prioritising trust, security, and keeping the human element central to AI. Contented will record the sessions, enabling you to create meaningful summaries, actions and insights after the event.

Video recordings of presentations will still be provided 2 weeks post-conference.

*Note: Zion Armstrong's presentation will not be recorded due to the personal nature of the content.