What A Financial Advice Conference Reveals About KiwiSaver And Client Care
AI is moving fast, but here’s the surprising part: even people building AI still want a real person when money decisions get personal. After a busy month of travel, client seminars, and the Financial Advice New Zealand Conference in Auckland, we sit down and unpack what we’re seeing across the advice industry and across different generations of Kiwis.
We talk about why “AI versus humans” is the wrong frame, and how the best outcomes come from blending smart tools with a human who can translate complexity into plain language. One of our favourite moments is a client story where an AI architect…
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