What do startups, space travel and first-home buyers have in common? Derek Handley.
In this episode, we go deep with the founder of Aera, a platform helping Kiwis get into their first home faster.
We talk about his time on the board of Sky TV, working with Richard Branson, and why he’s heading to space with Virgin Galactic.
Plus how mortgage advisers can use Aera to win with first-home clients.
How do you actually write $100 million in lending as a mortgage adviser?Simon McDonald’s done it, and in this episode, he breaks down exactly how.We chat about the habits, planning, and lead flow that helped him hit huge numbers, plus what it takes to scale from good to elite. If you’re an adviser aiming to grow fast and sustainably, this one’s for you.
In this episode we sit down with Daniel Fifita, a long-time insurer at Partners Life who has recently taken the leap to launch his own insurance advice business.
With years of experience supporting advisers from the insurer side, Daniel shares a unique perspective on what top performing advisers and businesses do differently and why he decided to leave the corporate lifestyle.
Whether you're an adviser, business owner, or simply curious about the industry, this chat offers practical insights and behind-the-scenes knowledge from someone who's been on both sides.
In this episode, we catch up with Peter Norris, Managing Director at Opes Mortgages and one of NZ’s top mortgage advisers.It’s a relaxed chat about how he got into the industry, the lessons he’s learned working at some of the biggest firms in the country, and why doing right by people, even when there’s no immediate payoff, has been key to his success.Peter’s not big on hype, but he’s played a huge role in the growth of Opes Mortgages. He talks about the ups and downs of running his own business, building trust, and how referrals come when you focus on helping, not just selling.🗣 What we get into:-Peter’s path through the mortgage world-Why helping people (even when you don’t get paid) still pays off-Building a business with values at the core-Lessons for advisers wanting to grow without losing who they are-Gamifying the administrative process If you're in the game, or just want to hear from someone who's built a solid reputation by doing the right thing, his one’s worth a listen.
Michael Vincent is a director and mortgage adviser for Lighthouse Mortgages. He's also a co-host of one of NZ's top financial podcasts, 'Cheques & Balances'.We had an open and honest chat about the key benefits of content marketing and why it's worth sticking with it.
The Kiwi Adviser Network has seen significant growth since its launch in 2021.
Chuck Slogrove is the co-founder of KAN with his business partner, Ben Krebs, and this podcast is the first time he's given a detailed insight into the business' rapid growth.
Are you a mortgage adviser looking to do more development projects? Evan Barnes is the managing director at Funding Partners and in this podcast we discuss how Funding Partners supports advisers whose client's needs sit outside the main bank space.
Many advisers and business owners focus their time and attention on a specific niche. Gus from Spring Loans has directed his focus towards business lending.
In this chat, Gus and I discuss strategy, his business journey and winning Commercial Adviser of the year in 2024.
KiwiSaver kicked off in 2007 and has grown to over $110 billion in the scheme since its inception (at the time of release). It has incredible potential to give Kiwis a better retirement.
Today we chat with Brendan Ward from NZ Funds about how we can maximise that growth and where it could head in the future.
We have a special guest for this week's episode of the KAN Podcast.
April Hastilow joins us from Opes Mortgages. April has consistently been on the top mortgage adviser list and was named again for 2024. This time in 12th place!
We discuss her journey from working in media to joining the bank and eventually becoming a mortgage adviser.
The company she works with is Opes Mortgages. They are incredible operators and April gives insight into how they've become a content machine and one of our industry's top businesses.
In this episode of the KAN Podcast, Ben Pauley, financial adviser and director at Lateral Partners, shares his experience and opinion about the complexities of development and residential lending.
We also discussed marketing strategy and the direction he's guiding the business.
Blandon Leung is a director and mortgage adviser at MortgageHQ.
In this podcast, we discuss the approach to marketing and advice that has helped MHQ grow to one of the industry's juggernauts.
Claire Williamson is a director and Financial Adviser at My Mortgage Limited. She also has an impressive résumé, having won Regional Adviser of the Year at the 2024 NZMAs. She's the author of the book 'Smashed Avos to Smashed Goals,' and is a podcaster, speaker, and MC.
A typical journey for a financial adviser in New Zealand is the pathway from a provider, working under a larger brand, and finally starting your own business. Jay Diesh did exactly that when he started Dash Financial Services. He's a wonderful guest and this is a great episode for anyone on that journey.
Scott joined the financial services industry as an insurance adviser just two years ago. Since then he has joined the team at Mortgage Bliss in Whakatane as a personal risk insurance and KiwiSaver adviser. Scott is a quick learner and this episode has some top-level tips for advisers at any stage of their career.
Daniel Lipman spent his 21st Birthday doing something not many 21-year-olds would even consider; sitting his level 5 papers to become a financial adviser.
Fast forward to now and Daniel has achieved a lot for such a young lad. He's been consistently recognised as one of NZ's top mortgage advisers and now he's started his own business.
With the help of his business partners, they're laying the foundations to build something great.
This conversation with Kris Ballantyne from Partners Life is a doozy and there are so many interesting takeaways for Kiwi financial advisers even if you're not in the personal risk insurance space.
Kris has been an integral part of the Partners Life story since day one and we discussed how a Kiwi insurer start-up became one of the juggernauts of our industry.
In today's episode, we have a chat with Nathan Miglani from NZ Mortgages. Nathan has consistently ranked as a top adviser, and in our kōrero, we explore the insights behind his impressive business growth.
What's incredible about Nathan Miglani is not only his recognition as a top adviser but also his successful creation of a solid team and the establishment of a new brand in our industry.
If you're keen to listen, you can check out the episode on Spotify or Apple Podcasts through the following links:
Spotify: https://open.spotify.com/show/3XdoTWRV0sCmRkejh7mmJd?si=e20e3e8dfde745b1
Apple Podcasts: https://podcasts.apple.com/au/podcast/kan-podcast/id1627339954
Alastair Ross is the founder of Revolution Infosec which provides support to businesses who are looking to protect themselves online. In this podcast, we discuss the 10 quick wins that any business can implement to improve its cyber security. Useful links below
2-factor authentication tools (best to search on the app store/google play)
-Google Authenticator
-Microsoft Authenticator
Password hygiene tool:
https://www.security.org/how-secure-is-my-password/
Password manager tools
-Dashlane (paid) https://www.dashlane.com/cs/s1sKJ-yKjj5x
-Bitwarden (free) https://bitwarden.com/
-Google password manager (free)
Search your email to see if it's been involved in a data breachhttps://haveibeenpwned.com/
Paulette Trotter has recently been named as New Zealand's number one mortgage adviser in the NZ Adviser magazine/website. She's based down the road from KAN's head office at Loanmarket Highland Park. Paulette offers some fantastic insights on her journey to that number one spot. She's a dedicated and passionate adviser and it's obvious to see how she's become so successful.
