NZ Guide to Financial Freedom

Willie Eyles is a Chartered Accountants for Non-Profits and Director of: https://www.freeuplimited.co.nz/ Chapters 00:00 Understanding Nonprofits: The Basics 02:47 Revenue Streams and Financial Management in Nonprofits 05:36 Accountability and Compliance in Nonprofits 08:51 Ethics and Perception in Nonprofit Fundraising 11:28 Compensation and Value in Nonprofit Leadership 14:41 Ownership and Struc...

Sarah Brooke is an HR expert and Co-Founder at https://freerangeworks.co.nz/ Chapters 00:00 Intro 03:17 Marketing Strategies: From PR to Cold Calls 06:03 Building Relationships: The Role of PR in Business 09:28 Navigating Challenges: The Impact of Recession on HR 12:26 Empathy in Leadership: Handling Tough Conversations 15:15 Crisis Management: Dealing with Workplace Incidents 18:20 Foundations of...

Podcast guest Marcus Longone Financial Adviser and Director of https://theinsuranceguy.nz/ Chapters 00:00 The Rise of AI in Insurance 03:09 Automating Administrative Tasks with AI 06:11 Customizing AI for Business Needs 08:58 Integrating AI with Insurance Platforms 12:08 The Importance of Pricing in Insurance 15:17 Navigating Client Consultations 17:59 Building Trust and Value in Advisory Services...

Ananya Narayan is a financial adviser and director at: https://kiwiananz.com/ Chapters 00:00 The Journey into Insurance 03:18 Understanding Diabetes and Its Impact 06:13 Managing Diabetes: Lifestyle and Medication 09:17 The Role of Thyroid in Health 12:21 Insurance Challenges for Diabetics 15:11 Navigating Insurance Options with Diabetes 18:28 Cultural Perspectives on Diet and Diabetes 21:22 The I...

Podcast guest Pamela Adelekan Founder and Senior Financial Adviser at  https://advisenow.co.nz/ Chapters 00:00 Introduction to Financial Services 00:32 The Drive for Financial Freedom 02:47 Understanding Mortgages and Financial Literacy 06:13 Behavioral Aspects of Financial Management 09:26 Personal Financial Strategies and Accounts 12:09 Navigating Shopping and Financial Conversations 15:16 Start...

Podcast guest Roma Samy Director of : https://www.romaandco.co.nz/ Chapters 00:00 Understanding Financial Literacy Gaps 04:09 Personal Journey and Financial Awareness 06:57 The Role of Financial Advisors 10:08 Navigating Property Investment 12:52 Challenges in Property Management 15:55 The Impact of Personal Circumstances on Financial Planning 18:43 Transitioning to Financial Advisory 21:50 The Im...

Podcast guest Shakeel Lal Director of https://haloadvisers.co.nz/ Chapters 00:00 Humble Beginnings and Resourcefulness 03:13 Navigating School Life and Early Entrepreneurship 06:14 The Move to New Zealand and Cultural Adjustments 09:23 Pursuing Education and Career Aspirations 12:10 Work Experience and Building a New Life 15:20 Transitioning from Architecture to Insurance 18:14 Building Connection...

Podcast guest Ananya Narayan Financial Adviser at: https://kiwiananz.com/ Chapters 00:00 Beauty Pageants and Public Speaking 02:59 Growing Up and Family Responsibilities 06:02 Overcoming Adversity and Financial Struggles 09:14 The Importance of Education and Self-Reliance 11:55 Forgiveness and Personal Growth 15:18 Immigration Journey and Challenges 18:01 Navigating the Job Market and Early Strugg...

Podcast guest Andrew Hendricks director: https://www.hencoz.co.nz/ Chapters 00:00 Growing Up in Africa: A Challenging Childhood 03:10 The Impact of Fatherlessness on Identity 06:12 Finding Purpose: The Turning Point of Fatherhood 09:15 Navigating Early Career Challenges 12:15 From Factory Work to Corporate Success 15:11 Insights from Underwriting: Understanding Risk 22:06 Understanding the Role of...

Podcast guest Mike Tonks Director of: https://www.rmafinancial.co.nz/team/mike-tonks/ Chapters 00:00 Investing in Business: A Personal Journey 03:32 Navigating Commercial Lending and Initial Investments 06:31 Building Trust with New Clients 09:27 The Importance of Client Relationships 12:26 Evaluating the Right Book of Business 15:16 Maximizing Value in Client Bases 18:42 Marketing Strategies for...

Podcast guest Scott Innes Director of https://www.moneymaverick.nz/ Chapters 00:00 Introduction to Business Models in Finance 03:13 Understanding Financial Consulting and EAP Services 05:58 Navigating Client Perceptions and Industry Education 08:59 The Impact of Life Events on Financial Decisions 12:11 Challenges in Financial Planning and Retirement Awareness 15:08 Couples and Financial Communicat...

Podcast guest Jamie Norton Financial Adviser at: https://www.rmafinancial.co.nz/team/jamie-norton/ Chapters 00:00 Overview of Business Insurance Options 02:51 Understanding Shareholder Protection 06:07 Key Person Cover Explained 08:53 Group Insurance Schemes for Employees 11:54 The Value of Employee Benefits 15:00 Navigating Group Insurance Policies 17:59 The Role of Advisors in Insurance 20:58 Ad...

Podcast guest Avi Kumar Financial Adviser: https://coconutinsurance.co.nz/ Chapters 00:00 The Meaning of Life and Personal Connections 02:50 Cultural Heritage and Identity 06:04 School Life and Bullying Experiences 09:11 Family Responsibilities and Grief 11:58 Navigating Life After Loss 15:07 Understanding Grief and Moving Forward 17:57 Reflections on Love and Relationships 20:58 Dancing Through L...

Podcast guest Nick Sevta Managing Director of https://www.fundr.co.nz Chapters 00:00 The Art of Cold Outreach 10:29 Navigating Economic Challenges 15:47 Understanding the Lending Landscape 27:14 Navigating Debt and Asset Disposal 30:22 Understanding Interest Rates and Economic Impact 34:08 Securing Funding: The Application Process 39:10 Improving Credit Ratings and Financial Literacy 47:07 Support...

Podcast guest Keith Kerr Director of https://www.mysolutions.nz/ and Wealth Adviser at https://www.financialsolutionz.co.nz/

Podcast guest Paul Bate Director of https://simplylife.nz/ Chapters 00:00 Understanding Income Protection 02:54 The Importance of Coverage 05:48 Real-Life Impacts of Illness 08:59 Navigating Claims and Underwriting 11:54 Income Protection vs. Mortgage Protection 14:58 Self-Employed Considerations 17:56 The Role of Trauma and TPD Insurance 20:51 Maximizing Benefits and Coverage 23:55 The Cost of In...

Podcast guest Rochelle Carly Co-Founder of https://www.randpinsurance.co.nz/ Chapters 00:00 The Power of Marketing in Financial Advice 02:49 Building a Personal Brand and Niche 05:44 Understanding Your Target Audience 10:11 Navigating Personal Challenges and Resilience 15:08 Health, Wellbeing, and Insurance Education 20:42 Empowering Women and Community Engagement 24:25 Addressing Women's Health I...

Podcast guest Alana Collinson is the operations manager of: https://www.financialindependence.co.nz/ Chapters 00:00 Building a Strong Team Culture 03:02 Hiring for Values vs. Performance 06:00 Creating a Collaborative Environment 08:57 Managing Underperformance and Expectations 12:08 The Importance of Clear Communication 15:10 Training and Development for New Advisors 17:53 Understanding Client Ps...

Jimmy Lin, CA, Risk and Business Valuation Specialist For Proficio:   https://proficio.co.nz/business-valuation-home/ Chapters   00:00 Understanding Business Valuation 03:03 The Role of Intangible Assets 06:10 Valuation Process and Methodologies 09:12 Preparing for Business Sale 12:00 The Importance of Accurate Financials 14:53 Market Trends and Valuation Ranges 17:55 Marketing and Client Relation...

Avinash Kumar: “I help people get covered | Coconut Lover | LinkyLand Junkie | Financial Advisor | Expert in Insurance”: https://haloadvisers.co.nz/     Chapters   00:00 The Journey Begins: From Debt Collection to LinkedIn Success 03:00 Building a Personal Brand on LinkedIn 06:01 Transitioning to Insurance: Challenges and Triumphs 08:58 The Art of Connection: Engaging with Clients 12:07 Sales Stra...

Yang Gu is a father, a husband, a business owner, a leader, a strategist and an insurance legend: https://www.yourgeneration.co.nz/ Chapters 00:00 Creating Unforgettable Client Experiences 03:08 Tailored Advice and Understanding Client Needs 05:58 Navigating Objections and Value Perception 09:08 Engaging Multiple Decision Makers 12:03 Building Rapport and Creating a Comfortable Environment 14:52 P...

Guest is Willi Olsen Director of https://www.lifecovered.nz/ Chapters 00:00 Transformative Literature: The Power of Eulogies 02:54 Cultural Perspectives on a Fulfilling Life 05:55 The Evolution of Values Through Life Stages 08:44 The Importance of Deep Friendships 11:53 Navigating Life's Challenges: The Role of Support 14:51 Mindset and Resilience in Overcoming Adversity 17:43 The Dangers of Victi...

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Jason Venu, Founder & Managing Director at Coversure: https://coversure.co.nz/ Chapters 00:00 The Journey into Sales 03:18 Building Genuine Connections in Sales 06:16 The Importance of Attitude in Hiring 09:12 The Mission of Coversure 12:13 Real-Life Impact of Insurance 16:17 Navigating Emotional Challenges in Insurance 19:10 The Reality of Uninsured Families 22:04 Educating Clients on Financi...

Nicole Middleton is a money confidence speaker, financial adviser and owner of https://www.wealthcraft.co.nz/ Chapters 00:00 From Life Coaching to Financial Advising 03:32 The Power of Mindset and Choices 06:39 Identifying Joy and Purpose 09:31 Self-Awareness and Human Connection 12:29 Navigating Relationships and Pain 15:16 The Pursuit of Happiness and Autonomy 18:28 The Role of Money in Happines...