Apply to attend

The Forum is offered by application, so the room stays balanced between families and the advisers who support them.

Wednesday 10 February 2027, Viaduct Harbour, Auckland

How it works

Apply
Complete the short form below with your details and a little about your situation.
Review
Each application is reviewed personally to ensure a balanced and relevant group.
Confirm
Approved attendees receive confirmation, an invoice and venue details.

Registration fees

Per person, payable once your application is approved.

Early rate

NZ$1,295 + GST

Applications received by 1 December 2026

Standard rate

NZ$1,595 + GST

From 2 December 2026

Groups and families: Reduced rates are available for families and colleagues attending together. Ask about group rates.
Partner invitations: Some of our partners hold a small number of complimentary places. If you work with one of them, ask your adviser whether an invitation is available.

Your application

We'll be in touch once your application has been reviewed. Everything you share is kept confidential and used only to consider your application.

Prefer to talk first? Contact Ruth McKenzie on +61 405 910 566 or ruth@ruthmckenzie.com.

First name

Last name

Phone

Family office, business or organisation Optional

Which best describes you?

Topics of most interest Choose any that apply Structuring wealth Establishing or reviewing a family office Governance and decision-making Investment portfolio and oversight Succession and the next generation Philanthropy and impact

Anything else you'd like us to know? Optional. For example, if you'd like to attend with family members or colleagues.

I agree to my details being used to consider this application, in line with the privacy policy.

Fields marked * are required.