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Sponsors & Exhibitors

IFA sincerely thank the following sponsors for their support of the IFA conference.

Exhibition: The number of exhibition stands are limited and available on a first in first served basis. If you would like a copy of the Sponsorship & Exhibition Prospectus, please email marg@conferenceteam.co.nz

Floorplan - click here. Updated 26 June. Catering will be around the exhibition stands.

Premier Business Partners

Let's make plans - From insurance to investments, lending, retirement savings (including KiwiSaver) and financial planning - we're here to help your client's make plans and achieve the life they want ..
AMP has a long history of helping New Zealand protect their families and achieve their goals. So whether your focus is insurance, investment or both, AMP has options for you. For more information contact your local Sales Manager or phone 0800 808 267

Do you want to deal with a innovative life and investment company that is still proudly New Zealand owned and managed?
Our adviser-orientated innovations include:
- Platinum Plus Risk Product range
- Options Portfolio
- Fidelity KiwiSaver Scheme
- Top-rated industry website
- A comprehensive range of professional development tools and processes

Fully owned by ANZ New Zealand, OnePath is a leading provider of investment, insurance and KiwiSaver products, sold through the ANZ National branch network and independent financial advisers. OnePath has a long and successful history of helping New Zealanders create, manage and protect their wealth, which includes multiple industry awards for funds management at both the sector and overall fund manager level.

Telecom New Zealand has a wide range of communication solutions to help you take care of your business.
Telecoms preferred Dealer for the IFA is the Telecom Business Hub Stores. Telecom has 30 local Hubs nationwide to service your local telecommunications requirements. Whether you want a new mobile or a complex communication solution for your business - contact your local Hub at www.telecom.co.nz/find
Silver Sponsors


Asteron Life Ltd specialises in risk, meaning we're experts in protecting individuals, families and businessess with top rates life and income protection insurance. Our products are consistently rates as being among the best in New Zealand.

At AIA New Zealand, our job is to protect New Zealand families and businesses. We provide simple, yet innovative, insurance solutions that suit the Kiwi way of life: Life, Health, Income protection, Disability, Business and Farmers insurance.



Sovereign is New Zealand's leading life insurer, providing personal and business life and disability insurance, health insurance, home loan, and investment and superannuation products to more than 650,000 customers. By recommending Sovereign, you can be confident you are offering market-leading advice. Our commitment to working in partnership with you means that our stability and promise translates into your stability and promise.

Bronze Sponsors


Massey University - The Engine Of The new New Zealand
New Zealand is emerging with a new confidence on the global stage and Massey University is the engine turning the wheels in this exciting new chapter. The Graduate Diploma in Business Studies provides an unparalleled range of specialisations. The endorsement in Personal Financial Planning satisfies the education requirements for becoming a Certified Financial Planner. Massey is New Zealand's leader in finance research and on-campas teaching is supplemented with 50 years of expertise in distance education, supporting the needs of busy professionals.

Morningstar in New Zealand is a subsidiary of Morningstar, Inc., a leading provider of independent investment research in North America, Europe, Australasian and Asia. Morningstar offers an extensive line of Internet, software and print-based products and serves for individuals, financial advisers and institutions.


Harbour is a well-resourced New Zealand based asset manager with extensive professional investment experience managing funds for large government institutions, corporate superannuation funds, charities and retail mezzanine platform investors.
Harbour is a client focused, research driven investment manager. Our combination of quantitative macro-economic and fundamental analysis across both equity and fixed interest markets is dedicated to producing superior investment results. At Harbour we use our research insights to develop our best ideas for client portfolios.


TOWER has been helping Kiwis protect and grow the things they value for over 140 years, striving to continually meet the needs of customers through comprehensive and innovative insurance, KiwiSaver and investment products. TOWER is committed to a close alignment with their valued Intermediaries and Groups, proudly supporting Advisers to provide a professional service to their customers.


IRESS is a principal supplier of share market and wealth management systems, employing over 650 staff in 14 offices worldwide. We deliver core business software to the vast majority of financial market and wealth management participants in Australia and New Zealand. XPLAN, our flagship Wealth product is a complete suite of tools for financial planners, insurance advisers and mortgage brokers, offering extensive functionality for client management, advice generation and business management.

RaboDirect is the online savings division of Rabobank New Zealand Limited. Its products have traditionally been offered exclusively to direct customers. However, advisers now have access to deposits for their clients on select platforms or through a direct relationship with RadoDirect.


Lonsec's highly regarded qualitative research is now available to New Zealand advisers. This valuable input to the financial planning process includes product lists, model portfolios, strategic asset allocation and research reports, and helps financial advisers to provide their clients with advice and solutions to meet their individual investment objectives.
Associated Sponsors


Perennial is a specialist, active investment
management firm, comprising of five investment management boutiques. Each boutique is focused on a particular discipline: value Australian shares, growth Australian shares, international shares, global and domestic property, fixed interest and cash. Established in 1999, Perennial now manages over $19.0 billion on behalf of institutional and retail investors (as at 29 February 2012).


financialalert is the number one portfolio construction resource for NZ's investment advisers. Established in 1990, financialalert was the first dedicated publication for NZ advisers - in fact, financialalert has a proud history of firsts including first online publication for NZ advisers (1996) and first to introduce a daily email update (2000). Independently published each business day, financialalert delivers investment and advice articles without the distraction of advertising or gossip, complemented by a daily email highlighting the latest articles. Free for all NZ advisers and their support staff, it will enhance your portfolio construction knowledge and skills, and help you build better quality investor portfolios.


The financial services industry is a key focus for DLA Phillips Fox and we are delighted to be an associate sponsor for the 2012 IFA Annual Conference. DLA Phillips Fox is a full services, business law firm. We are trusted legal advisers to many of New Zealand's most significant business organisations and, through our alliance with DLA Piper, to some of the world's most significant companies and global brands.


Advanced Investment Solutions (AIS) offers one of the most comprehensive wealth management solutions today, rivaling the platforms available through supplier alignment. The AIS solution is designed specifically around the needs of non-aligned financial advisers who want to maintain that independent status, and provides a full suite of professional portfolio construction solutions, investment research and support services. With AIS and their i3MP® investment framework, you can be confident that your financial advice is clearly articulated, robust and sound, contemporary, but most of all, defendable. Contact AIS today to find out more.


NZX is committed to developing capital markets in NZ. Providing timely, accurate information that supports the growth of these markets through a range of online, print and dynamic business tools is core to our offering. Quality information enables sound investment decisions. Smartshares and Fundsource are subsidiary companies of NZX offering ETF's and research respectively.