KAN Podcast
Episodes
54 - Scaling to $100M+: The Exact Strategy Used to Triple Advice Volume
14 Apr 2026
Contributed by Lukas
How does a self-described introvert go from a bank employee with no clients to one of New Zealand’s top-tier, award-winning financial advisers in ju...
53 - How To Become A Fee-For-Service Adviser with Alan Borthwick
29 Mar 2026
Contributed by Lukas
From bouncing at bars to building a client base of thousands, Alan Borthwick shares how he went from zero industry experience to founding Dux Financia...
52 - Earning Trust and Building a Pipeline From Day One with Reece Glozier
11 Feb 2026
Contributed by Lukas
From starting with zero listings to becoming a top 10 Ray White agent nationwide, Reece Glozier shares what it really takes to build a client base fro...
51 - How Camilla Tumai Built NZ’s biggest KiwiSaver book and her next chapter at Bizcap
18 Nov 2025
Contributed by Lukas
From building NZ’s largest KiwiSaver book to leading Bizcap in Aotearoa, Camilla Tumai shares what she learnt on the way.➤ How she went from zero ...
50 - Building a Sellable Advice Business with Simon Rolland
20 Oct 2025
Contributed by Lukas
In this episode of the KAN Podcast, we sit down with Simon Rolland, multi-exit founder, investor, and former CEO of Aurora Financial, to talk about ho...
48 - How to do 300K API as an insurance adviser with Sam Kodi
07 Sep 2025
Contributed by Lukas
How do you actually write 300K API as an insurance adviser without grinding 80 hours a week?Sam Kodi’s done it, and in this episode, he shares exact...
47 - Startups, Space, and First Homes: Derek Handley’s New Mission
31 Jul 2025
Contributed by Lukas
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 he...
46 - How to Write $100M in Loans with Simon McDonald (MortgageHQ)
22 Jul 2025
Contributed by Lukas
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...
45 - Daniel Fifita: From BDM to Adviser
13 Jun 2025
Contributed by Lukas
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 advic...
44 - Peter Norris, Opes Mortgages: Becoming One of NZ's Top Advisers
29 Apr 2025
Contributed by Lukas
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 abou...
43 - Michael Vincent, Lighthouse Financial: Benefits of Content Marketing
20 Mar 2025
Contributed by Lukas
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, 'C...
42 - Chuck Slogrove, Founder of KAN: The Story Behind The Growth
20 Dec 2024
Contributed by Lukas
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...
41 - Evan Barnes from Funding Partners: Funding Development Projects
05 Dec 2024
Contributed by Lukas
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 d...
40 - Gus Evans from Spring Loans: Business Lending Specialisation
31 Oct 2024
Contributed by Lukas
Many advisers and business owners focus their time and attention on a specific niche. Gus from Spring Loans has directed his focus towards business le...
39 - Brendan Ward from NZ Funds: Unlocking NZ's KiwiSaver Potential
17 Oct 2024
Contributed by Lukas
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 potentia...
38 - April Hastilow from Opes Mortgages: Becoming a Top Mortgage Adviser
05 Sep 2024
Contributed by Lukas
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 ...
37 - Ben Pauley from Lateral Partners: Inside Development Lending
22 Aug 2024
Contributed by Lukas
In this episode of the KAN Podcast, Ben Pauley, financial adviser and director at Lateral Partners, shares his experience and opinion about the comple...
36 - Blandon Leung from MortgageHQ: From Mortgage Adviser to Business Owner
08 Aug 2024
Contributed by Lukas
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...
35 - Claire Williamson: Creating A Resource For First Home Buyers
25 Jul 2024
Contributed by Lukas
Claire Williamson is a director and Financial Adviser at My Mortgage Limited. She also has an impressive résumé, having won Regional Adviser of t...
EP 34 - Jay Diesh: Starting A Financial Advice Business
04 Jul 2024
Contributed by Lukas
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 b...
EP 33 - Scott Innes: My First Two Years As An Insurance Adviser
17 May 2024
Contributed by Lukas
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 Whak...
EP 32 - Daniel Lipman from Blueprint Finance: New Beginnings
02 May 2024
Contributed by Lukas
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 advi...
EP 31 - Kris Ballantyne: CCO at Partners Life
11 Apr 2024
Contributed by Lukas
This conversation with Kris Ballantyne from Partners Life is a doozy and there are so many interesting takeaways for Kiwi financial advisers even if y...
EP - 30 Nathan Miglani: Growing A Legacy
07 Dec 2023
Contributed by Lukas
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 ...
EP 29 - Alastair Ross: 10 Easy Ways To Improve Your Cyber Security
02 Nov 2023
Contributed by Lukas
Alastair Ross is the founder of Revolution Infosec which provides support to businesses who are looking to protect themselves online. In this podcast...
EP28 - Paulette Trotter: The Journey To Number One
19 Oct 2023
Contributed by Lukas
Paulette Trotter has recently been named as New Zealand's number one mortgage adviser in the NZ Adviser magazine/website. She's based down t...
EP 27 - Cameron Marcroft: Rising To The Top
05 Oct 2023
Contributed by Lukas
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 ye...
EP 26 - Andy Turner: The Power Of Diversification
07 Sep 2023
Contributed by Lukas
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...
EP 25 - Elyce Peters: Finding Balance
10 Aug 2023
Contributed by Lukas
We are joined by Elyce Peters from The Mortgages Girls who shares her journey building her business with her business partner Holly. They were nomina...
EP 24 - Katrina Shanks, CEO of FANZ: Behind The Scenes
27 Jul 2023
Contributed by Lukas
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 ...
EP 23 - Carl Pheasant: Unlocking KiwiSaver Potential
12 Jul 2023
Contributed by Lukas
Carl Pheasant from Threefold Wealth is a KiwiSaver specialist. He's built a strong book by looking after his clients and by forming referral rel...
EP 22 - David Windler: Creating A Legacy Business
29 Jun 2023
Contributed by Lukas
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 ...
EP 21 - Rochelle Carly & Philly McMeekan: Can Insurance be Relatable & Fun?
16 Jun 2023
Contributed by Lukas
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 ...
EP20 - Sarah Bloxham: Setting Yourself Up For Success
26 May 2023
Contributed by Lukas
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...
EP 19 - Craig Pope: Tips On Buying & Selling A Mortgage Business
12 May 2023
Contributed by Lukas
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 a...
EP18 - William Tieu: How to Create Online Content
12 Apr 2023
Contributed by Lukas
William Tieu made the transition from being an engineer to a financial advisor and coined the title 'Financial Engineer'. You might recognise ...
EP17 - Jason Longo: Building A New Brand
16 Mar 2023
Contributed by Lukas
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 h...
EP16 - David Chamberlain: Navigating The First Five Years As A Mortgage Adviser
03 Mar 2023
Contributed by Lukas
David Chamberlain was consistently ranked in the top mortgage adviser list during his time at mortgagehq. He recently joined Trail and the Kiwi...
EP15 - Malcolm Knight: Nurturing And Growing Your Future
10 Feb 2023
Contributed by Lukas
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 bus...
EP14 - Sarah Curtis: Empowering Your Clients And Community
22 Dec 2022
Contributed by Lukas
What does it mean to empower your clients and the further community? We think Sarah Curtis from Sarah Curtis Mortgages & Insurance has it figured ...
EP13 - Craig Sutherland: The Journey We All Make As Business Owners
08 Dec 2022
Contributed by Lukas
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 whe...
EP12 - Paul Fuller: What Does It Mean To Run A Sustainable Business
08 Dec 2022
Contributed by Lukas
Paul Fuller from the Mortgage Room has created a sustainable business, which focuses on building generational wealth for all its clients. We get an in...
EP11 - Darcy Ungaro: Running a lean business, and valuing your time
01 Nov 2022
Contributed by Lukas
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 wit...
EP10 - Eugene Bartsaikin: Building A Strategy And Sticking To It
18 Oct 2022
Contributed by Lukas
Creating a strategy and sticking to it. Eugene Bartsaikin from Twine Financial Advisers discusses the keys to his businesses growth
EP9 - Sam Kodi: When To Outsource vs Doing In-House
06 Oct 2022
Contributed by Lukas
Focus on your strengths, and outsource everything else. Sam Kodi from Smart Adviser shares his journey and some decisions that have led to his success...
EP8 - Johan Fritz: The Journey Of Going From Good To Great
13 Sep 2022
Contributed by Lukas
We're joined by Johan Fritz from Leapway Financial Consultants, as he talks us through the concept of Good to Great. Understanding your strengths and ...
EP7 - Anand Srinivasan: The Art of Getting Claims Approved
24 Aug 2022
Contributed by Lukas
In this episode, Anand from Brisk Insurance divulges his secrets to ensure your clients get their claims paid. From educating medical professio...
EP6 - Sue Tierney: The Importance Of Having Good Mentors
09 Aug 2022
Contributed by Lukas
In this podcast, we're joined by Sue the owner of Sue Tierney Mortgages. Sue takes us on her journey from pulling 19hr days to having a healthy...
EP5 - Hamish Patel: How He Grew mortgagesonline.co.nz
27 Jul 2022
Contributed by Lukas
Welcome to the Kiwi Adviser Network Podcast. In the fifth episode of the Kiwi Adviser Network Podcast. Warwick interviews Hamish from mortgagesonline....
EP4 - Claire McArthur: What Tools Can You Use To Grow Your Business?
13 Jul 2022
Contributed by Lukas
Welcome to the Kiwi Adviser Network Podcast. In the fourth episode of the Kiwi Adviser Network Podcast. Warwick interviews Claire from Claire McArthur...
EP3 - Jeff Royle: How I Became A Financial Paramedic
12 Jul 2022
Contributed by Lukas
Welcome to the third episode of the Kiwi Adviser Network Podcast. In this episode, Warwick interviews Jeff from iLender, where they discuss how to gro...
EP2 - Satyan Mehra: Building A Mortgage Business
14 Jun 2022
Contributed by Lukas
Welcome to the second episode of the Kiwi Adviser Network Podcast. In this episode, Warwick interviews Satyan from iConsult, where they discuss how to...
EP1 - Rupert Gough: Building A Successful Business With Scale
31 May 2022
Contributed by Lukas
Welcome to the first episode of the Kiwi Adviser Network Podcast. In this episode, Warwick interviews Rupert from Mortgage Lab, where they discuss how...