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EP 23 - Carl Pheasant: Unlocking KiwiSaver Potential
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.
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By Kiwi Adviser NetworkCarl 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.