Aotearoa New Zealand Financial Check Up

Join us for the Aotearoa New Zealand Financial Check-Up, an exclusive webinar designed specifically for RACP members in Aotearoa New Zealand. Gain practical guidance from leading financial experts to help you manage, grow and protect your wealth at every stage of your career.

Whether you're early in your career, running a private practice, planning for retirement, or looking to strengthen your financial position, this session will provide actionable insights tailored to the unique needs of medical professionals.

Program highlights

Understanding Your Numbers

Courtney West, Partner, William Buck New Zealand

• Budget management best practice and common pitfalls
• Understanding your financial position and key metrics
• Business structures and asset protection considerations
• Tax planning opportunities and strategies

Wealth Planning and Financial Security

Sarah Cavanagh, Director and Financial Adviser, The Smart Advice Collective

• Retirement planning and trajectory mapping
• Diversified investment strategies
• KiwiSaver considerations
• Life, trauma and income protection insurance
• Lending strategies and maximising borrowing power

Interactive Q&A

Submit your questions via the Q&A Zoom function throughout the webinar and hear directly from our expert panel during a dedicated Q&A session.

Learning outcomes

By attending this webinar, participants will be able to:

• Understand the foundations of financial wellbeing and wealth creation
• Make more informed decisions about budgeting, tax, lending and asset protection
• Evaluate retirement, investment and KiwiSaver strategies
• Better understand insurance options and specialist income protection needs
• Identify practical steps to strengthen their financial position and plan for the future

Why attend?

Gain practical, physician-focused financial insights from leading New Zealand experts. Learn strategies to strengthen your financial foundations, grow your wealth, protect your income and plan confidently for the future.

Registration

Members based in Australia are directed to the 'Boost Your Financial Wellbeing' webinar on Thursday 5 November 2026 via Webinar Registration.

Register here for the Aotearoa New Zealand Financial Check Up.

Register now

This webinar is tailored to the Aotearoa New Zealand financial system and is intended for RACP members in Aotearoa New Zealand.