PROGRAM

TUESDAY 17 MARCH

Those registering as a 3-day delegate, have access to the following community forums on the Tuesday morning.


Community Forums: 9:00am-10:45am

Operational Essentials

So, you've seen the AI Playbook. You know the five steps. You've played with Copilot, maybe even shared a few prompts. Now what?

This session is about going beyond dabbling. We're going to zoom in on how to operationalise your AI use, not in theory, but in your actual daily processes. From meeting notes to data entry, implementation schedules to onboarding, this is where efficiency meets compliant execution. We’ll walk through real examples, show how others have embedded AI into BAU, and work together to turn your AI use into systems, not one-off wins. No fluff, no jargon. Just clear rhythms, repeatable templates, and the practical habits that will make AI an engine behind your best work, not just a shortcut.

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Intergenerational Wealth Focus

As we know, Australia is on the brink of its largest intergenerational wealth transfer in history, with an estimated $3.5 trillion expected to pass from older to younger generations over the next two decades. 

This unprecedented shift presents a powerful opportunity for practices to engage with both mature clients and their beneficiaries, ensuring that wealth is not only preserved but strategically transitioned.

This session will explore the scale and impact of intergenerational wealth transfer in Australia, highlighting how financial practices can better engage clients and leverage growth opportunities. It will focus on developing strategies to support mature clients in legacy and estate planning, while also enhancing multigenerational engagement and improving financial literacy across families.

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High Net Wealth (HNW) Mastery

This session will focus on the unique needs of high-net-worth (HNW) and family office clients, offering advisers peer-driven insights into guiding families through significant transitions and addressing the often-hidden complexities of managing substantial wealth. 

Key topics include asset allocation strategies for HNW and ultra-HNW families, navigating private markets, and understanding tax implications in wealth transfer—whether living or deceased. The session will also emphasise the importance of multigenerational advice and helping family leaders prioritise family-first approaches in long-term planning.

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Emerging Professionals

Navigating financial advice as an emerging professional? Join us for an engaging and insightful peer group session designed specifically for emerging professionals in the financial advice industry.

This session aims to bring together the future business and financial advice leaders to share their insights, successes, and challenges. This session is the perfect platform for emerging professionals to refine their skills, gain new perspectives, and connect with others who understand the unique challenges of starting your career as a financial adviser. By participating, you will be taking the first steps towards becoming future success stories in the financial advice industry.

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B2B Partnerships - Facilitating Growth through collaborative professional services.

This session unites forward-thinking businesses that collaborate with professional service providers such as Accountants, Solicitors and Mortgage Brokers.

It’s a forum where members exchange insights, tackle shared challenges, and uncover best practices for building high-impact B2B partnerships. Whether you're refining referral strategies or exploring new opportunities, this group offers a trusted space to spark ideas, strengthen relationships, and drive growth.

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Community Forums: 11:15am-12:45pm

Solo Success Builders

Running solo doesn’t mean going it alone. This session is tailored for single-adviser businesses, offering a collaborative space where independence is supported by connection.

Attendees can expect meaningful conversations, actionable insights, and peer-driven learning focused on the unique challenges of running a solo practice. Key themes include mastering capacity and compliance, scaling sustainably without sacrificing quality, and adopting client-centric strategies to boost engagement and satisfaction. Whether you're refining your business model or seeking fresh ideas, this is a chance to learn, share, and grow alongside like-minded professionals.

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Risk Masters Forum

This session offers a revitalised approach to integrating insurance into wealth and retirement planning conversations, addressing the challenges of positioning it positively in today’s advice landscape.

Participants will explore the foundational insurance narrative, learn how to conduct effective needs analyses using practical tools, and establish a consistent practice view on coverage. The session also covers strategies for pre-assessment, commercial sustainability, and claims management, all aimed at helping advisers protect clients from unforeseen health events while streamlining the recommendation and application process.

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Advising The Younger Generations

This session explores how financial planners can effectively engage Millennials and Gen Z by aligning advice with their values, lifestyle goals, and digital expectations.

Participants will gain practical strategies for building trust and delivering meaningful value through transparent communication, flexible advice models, and purpose-driven planning. Key themes include understanding generational attitudes toward money, leveraging technology to connect, and embedding education and empowerment into the client experience to foster long-term relationships from the earliest stages of wealth creation.

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SMSF & Entity Experts

This session is tailored for Financial Advisers who navigate the complexities of SMSFs and collaborate with multidisciplinary teams.

Participants will gain up-to-date insights on legislative changes and case law affecting SMSFs, along with practical tools to enhance client conversations and decision-making. Expect to leave with a comprehensive SMSF setup checklist, an educational resource for clients, and a structure playbook to support tailored recommendations. The session also offers actionable strategies and case studies for succession and tax planning, all within a collaborative environment focused on real-world application and client value.

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Advice Women’s Network (AAWN)

Step into a space of inspiration and impact with the Akumin Advice Women’s Network (AAWN).

Join us for an empowering session that celebrates the power of women in our industry—championing equity, leadership, and connection.

AAWN is more than a network; it’s a movement. A community where your voice matters, your presence makes a difference, and your generosity and authenticity help shape a more inclusive future. Whether you're leading from the front or lifting others as you rise, this session is your opportunity to connect, reflect, and be empowered.

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Afternoon Activities

On Tuesday afternoon, all delegates have the option to purchase tickets to a selection of local activities or enjoy free time.

Please note, minimum and maximum numbers apply to activities.

Compete in the Akumin Sailing Cup! (2pm-4pm)

$115 + GST

A unique opportunity to participate as crew on an actual America’s Cup yacht!

Everyone will have the opportunity to sail these grand-prix racing machines, no experience necessary. With guidance from a professional crew you will become part of the team sailing this authentic race vessel. Take the helm, exert energy on the grinders or sit back relax and enjoy the action as we sail the beautiful Waitemata Harbour.

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Walk in the long white cloud on Auckland’s Skywalk (from 1:45pm-3:15pm)

$200 + GST

A fully guided tour of level 53 of Auckland's iconic Skytower!

Guides will take you outside the tower on a 1.2-metre-wide platform with no handrails, where you’ll be challenged to lean over the edge attached to safe ropes You will loop the tower at 192m above the ground.

A once-in-a-lifetime experience needs proof to tell the tale. Photos and video will be taken to show off your adventure in the most epic way possible. Nothing says ‘I did it!’ like earning your free activity tee. The only way to get one? Conquer the experience — your ultimate badge of honour.

Max 6 per group. Min weight 30kg, max weight 127kg

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All Blacks Experience (2pm-3pm)

$65 + GST

Ready to step into the legend?

Feel the earth tremble with the cinematic roar of the Haka, test your own agility on an interactive field, and journey through the hallowed locker room, a multi-sensory walk down memory lane, surrounded by icons old and new. 

Get set for history, passion, and seriously good fun. Stand ready as you come face-to-face with the All Blacks and Black Ferns in a breathtaking, 180-degree multi-sensory Haka performance. An earth-shaking, pride-brimming experience that leaves its mark.

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Power to the Pedal! – E-Bike tour (1:30pm-4:30pm)

$150 + GST

Electric bikes are the perfect way to experience a tour around the centre of Auckland – they have the power and the range to take you on this extended loop of the city, in complete comfort.

On this guided tour with Power to the Pedal, take in the iconic sights of Auckland city as well as visit some of their favourite neighbourhoods and parks. This tour is the perfect way to orient yourself in the city and to discover places to explore further during your visit. Ride at a leisurely pace with local tour guides who will give you an insight into what it’s like to live in this amazing city. 

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FRIDAY 20 MARCH

Akumin has secured Member Stand tickets for delegates who wish to extend their Auckland trip and experience the electric atmosphere as world-class cricketers take the field. 

WHITE FERNS & BLACKCAPS v South Africa (2:45pm)

$240 + GST (No catering included)

Two T20 Internationals. One unforgettable day. Don’t miss this chance to witness both local teams in action.

Please note: This ticket grants access to both matches, though you may choose to attend only one.

WHITE FERNS – First Ball: 2:45pm 

BLACKCAPS – First Ball: 7:15pm

Please reach out to events@entireti.com.au by Friday 23 January 2026 to secure your tickets.

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