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?
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read Less
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.
Read More
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.
Read More
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.
Read Less
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.
Read More
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.
Read Less
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!
Read More
All Blacks Experience (2pm-3pm)
$65 + GST
Ready to step into the legend?
Read More
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.
Read More
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.
Read Less