Professional Advisors Breakfast 2026

The Great Wealth Transfer: Building South Canterbury's Future

As $1.6 trillion moves between generations, how can families, businesses and advisers help shape the South Canterbury we leave behind?

New Zealand is entering the largest intergenerational transfer of wealth in its history. Over the coming decades, unprecedented wealth will change hands through inheritances, business succession and property transfers.

What opportunities will this create for South Canterbury? How can trusted advisers help clients think not only about succession, but also about legacy, generosity and lasting community impact?

Join a distinguished panel of local leaders for an engaging discussion on the choices being made today and the region we can build for future generations.

Panelists

  • Nigel Bowen – Mayor, Timaru District

  • Michelle Pye – Director, Pye Group

  • Arron Perriam – Head of Philanthropy, Craigs Investment Partners

  • Emily Coldicott – Associate, Gresson Dorman

When: 7.45am, Tuesday 1st September (doors open at 7.30am)

Where: Fraser Park, 328 Church Street, Timaru

Who: All local professional advisors, legal executives, bankers, real estate, etc are welcome, so bring the team. 

What: Coffee, tea, and buffet breakfast

Cost: FREE, Leave your wallet in the car as our friends at Craigs Investment Partners are picking up the tab for your coffee and breakfast

Event Sponsor:

 

To secure secure your tickets register below: