2013 Summit

The 2013 Financial Literacy Summit was held in Auckland on Friday 14 June. We also ran related workshops the day before. 

About the summit

Summit:  Friday 14 June, 9.00am – 5.30pm (open from 8.15am)

Workshops:  Thursday 13 June

A record attendance of almost 300 people gathered at The Langham Hotel in Auckland for the 2013 Summit. 

See photos from the day.

See (on YouTube).


The Financial Literacy Summit, held every two years, is a key forum for supporters of New Zealand’s financial literacy movement to share their knowledge, experience and ideas, and to extend and develop delivery of current initiatives.

The summit is co-ordinated by the Commission for Financial Literacy and Retirement Income and this year nearly 300 representatives have registered from the finance sector, state sector, policy officials, academics, savings industry, not for profit groups, business and community group leaders, financial educators and teachers.  The event is partly funded by the Commission, with the remainder funded by many sponsors across the public and private sectors.

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Programme highlights

Highlights of the programme included:

  • The opening address by the New Zealand’s Governor-General, Lieutenant General The Right Honourable Sir Jerry Mateparae
  • Two international keynote speakers: Gerri Walsh and Robert Brown
  • The launch of the 2013 ANZ/Commission Financial Knowledge and Behaviour Survey report
  • An update from the Minister of Commerce, Hon Craig Foss
  • An update from Sean Hughes, Chair of the National Strategy for Financial Literacy Advisory Group
  • The launch of Money Week 2013

See the full programme.

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Our two international keynote speakers were:

  • From Sydney, Robert Brown, Air Commodore and Independent Chairman of the Australian Defence Force Financial Services Consumer Council, who will give a presentation about their workplace financial education
  • From Washington DC, Gerri Walsh, President, FINRA (Financial Industry Regulatory Authority) Investor Education Foundation and Vice President, FINRA Investor Education who will give a presentation on investor education

For details of all the speakers, see the speaker bios.

View photos of the speakers in action.

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Key points and themes

Financial education in the classroom and workplace were two of the main themes this year.  Investor education was also to the fore as this year marks the launch of the Government’s mixed ownership model and share sales are expected to interest a whole new group of New Zealanders in investing.

Check out the key points and themes.

See photos from the day.

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Pre-summit workshops

The following workshops were held on Thursday 13 June.

  • Financial fitness for students in the 21st century
  • What works? Research and evaluation in financial literacy
  • Investor education – your chance to contribute to NZ’s action plan
  • Financial education with Māori

Read more

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The Financial Literacy 2013 Summit was funded partly by the Commission for Financial Literacy and Retirement Income, and partly with the generous support of many sponsors across the public and private sectors.

Find out more

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