KAN Podcast

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...

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....

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 hygien...

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.

In today's episode, we chat with Cameron Marcroft from Loanmarket Central. Cam has been ubiquitous at the top of the adviser charts for a few years and in this chat, we find out some of the tips and tricks about how he's grown his business.

Andy Turner joined the insurance industry the ripe age of sixteen. Since then, his journey has taken him to becoming a director and senior adviser at Wealth HQ. Andy is a great guest and he shares some great tips for advisers looking to offer their clients efficient and holistic advice.

We are joined by Elyce Peters from The Mortgages Girls who shares her journey building her business with her business partner Holly. They were nominated for a whole stack of awards at the recent adviser awards and they even took a couple home! There's a also a couple of special guests in the video with Elyce's newborn baby and my dog Luna! Enjoy :)

In today's episode, we chat with Katrina Shanks who is the CEO of Financial Advice New Zealand. It was really interesting hearing about the work that FANZ does behind the scenes. Katrina did a fantastic job in this episode, as you'd expect from a former MP!

Carl Pheasant from Threefold Wealth is a KiwiSaver specialist. He's built a strong book by looking after his clients and by forming referral relationships with advisers who want to focus on mortgages/insurance. If you've considered offering KiwiSaver advice and think that it's a gap in your financial services offering, this is a fantastic introduction to get into it.

Today's episode is with David Windler from The Mortgage Supply Company. There's some really good stuff in here and David shares some of his tips and methods for how he's grown the advice juggernaut that is The Mortgage Supply Company. Enjoy!

Rochelle and Philly are the directors of R&P Insurance and they have a big focus on producing online content for their insurance clients. They do a great job educating the general public on how they can use personal risk insurance to protect their financial well-being. Insurance can be a dry topic at the best of times, however, Rochelle & Philly have built a strong business off the back of...

This week's episode is with Sarah Bloxham from Let's Talk Mortgages & Insurance. Sarah has a lot of experience and is vigilant in the way that she works. A key part of that is setting expectations with her clients and structuring her day. Her direct style resonates well with her clients and I really enjoyed our conversation.

Craig Pope is an experienced mortgage adviser based on the Kapiti coast. He has recently set up a new brand and business called Craig Pope Financial after previously building up a business and brand before selling it. Craig has some great stories and advice on marketing. He's a top man and I really enjoyed this chat!

William Tieu made the transition from being an engineer to a financial advisor and coined the title 'Financial Engineer'. You might recognise him from the viral Tik Tok and Instagram content he produces. In this podcast, he shares his journey about how he joined the industry, how he creates content, and why it's important giving back to the community.

Jason Longo is the founder of Buddy Mortgages. They're currently nominated for New Brokerage of the Year at the New Zealand Mortgage awards 2023. He has some great stories in here about building up Buddy Mortgages and what not to do when you own a boat. Enjoy!

David Chamberlain was consistently ranked in the top mortgage adviser list during his time at mortgagehq.  He recently joined Trail and the Kiwi Adviser Network as a BDM.   In this episode, he shares his journey from starting in a support role to becoming a mortgage adviser.

Today we're joined by Malcolm Knight. Malcolm guides us through how he became a mortgage adviser and eventually breaks off to start his own advice business. You'll discover more about how he creates a better work-life balance. How he is nurturing the future of the industry through mentorship of younger advisers. And how beneficial a new face can be when helping your clients.

What does it mean to empower your clients and the further community? We think Sarah Curtis from Sarah Curtis Mortgages & Insurance has it figured out. And you will too after watching this week's KAN Podcast episode.

Still in the infancy stage of his business, Craig Sutherland from Safeguard Life tells us the journey of how he's gotten to where he is today, and where he plans on going.

Paul Fuller from the Mortgage Room has created a sustainable business, which focuses on building generational wealth for all its clients. We get an insight into this in this week's podcast.

Darcy Ungaro runs a very lean business, which means he's only got a limited amount of hours in the day. In this podcast, we'll be taking a journey with Ungaro & Co. as we explore how Darcy created such a lean business structure, and how he set up a fee for service.