In today's episode, we chat with Katrina Shanks who is the CEO of Financial Advice New Zealand.

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.

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 their short videos that showcase their personalities as well as the benefits of personal risk insurance.

You can find their instagram here: https://www.instagram.com/randpinsurance

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.

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.