Aotearoa New Zealand Financial Check-Up: plan for your future

Join us for our Aotearoa New Zealand Financial Check-Up webinar on Thursday, 12 November 2026, from 7pm to 8.15pm NZDT. This free online session is for RACP Aotearoa New Zealand members and other medical professionals.

As a busy member, finding time to focus on your personal and professional finances can be challenging.

This webinar brings together leading financial experts to provide practical guidance on managing, growing and protecting your wealth.

Whether you're early in your career, running a private practice, planning for retirement, or simply looking to strengthen your financial position, this session will provide valuable insights and actionable strategies.

CPD Category 1: Education Activity
As a member benefit, RACP Fellows will have their attendance at this event automatically recorded in their MyCPD Home.

Program Highlights

Understanding your numbers – presented by Courtney West, 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 – presented by Sarah Cavanagh, The Smart Advice Collective

Wealth Planning

• Retirement planning and trajectory mapping
• Diversified investment strategies
• KiwiSaver considerations

Insurance Know-How

Life and Trauma Insurance

• Income replacement and estate planning
• Business continuity considerations
• Creating financial breathing room through trauma insurance

Income Protection

• Managing specialist income risk
• Income protection versus mortgage repayment insurance
• Understanding waiting periods across personal and business income

Lending: Borrowing to Get Ahead

• Maximising borrowing power
• Deposit pathways
• Smart debt structuring strategies

Interactive Q&A
Bring your questions for our expert panel. Attendees will have the opportunity to submit questions throughout the webinar via Zoom Q&A, with dedicated time at the conclusion of the session for discussion.

Learning Outcomes

• 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

Note: This webinar is geared towards the Aotearoa New Zealand financial environment. Members based in Australia are directed to our ‘Boost Your Financial Wellbeing’ webinar on Thursday, 5 November 2026.

Register now