Henrico Kotze is the shareholder of https://www.randrescue.com/

Chapters

00:00 Navigating International Money Transfers

03:44 Understanding South African Pension Funds

06:44 The Process of Transferring Annuities

09:46 Challenges of Non-Resident Accounts

12:41 Cultural Insights on Retirement Planning

15:43 Life in South Africa vs. New Zealand

18:42 Building Trust in International Business

21:39 Marketing and Client Engagement Strategies

Podcast guest Annamaria Berek CEO of https://www.businessboost.nz/home

Chapters

00:00 Journey into Flexibility: Balancing Motherhood and Career

03:06 The Art of Credit Control: Strategies for Success

06:04 Building Relationships: The Human Side of Debt Collection

08:58 Navigating Challenges: The Psychology of Non-Payment

11:43 Establishing Protocols: The Importance of Structure in Business

15:02 Finding Balance: Juggling Career and Motherhood

20:59 Entrepreneurial Spirit: From Craft Markets to Business Growth

26:25 Navigating Complex Event Management

28:22 Filling the Venue: Strategies and Challenges

29:49 The Importance of Marketing in Business

31:26 Transitioning to Business Boost: A New Venture

33:15 Understanding Strategic Bookkeeping

35:52 Analyzing Financial Health: Key Metrics

38:14 Identifying Problems Through Financial Data

40:28 Real-World Examples of Financial Insights

42:10 Using Numbers to Drive Business Decisions

44:11 Creating a Positive Work Environment

46:25 Overcoming Micromanagement in Leadership

48:51 Building Courage to Leave Toxic Environments

52:32 The Role of Personal Development in Business Success

Siosaia Taufa Fifita professional rugby play, accountant, and managing director of https://sba.co.nz/branches/sba-manukau/

Chapters

00:00 The Late Start to Rugby

04:02 Journey Through Rugby in Japan

07:05 Cultural Shock and Adaptation

10:11 Fatherhood and Long-Distance Relationships

13:21 Lessons from Upbringing in Tonga

16:22 Navigating Masculinity and Vulnerability

19:22 Faith, Community, and Mental Health

22:18 Financial Challenges for Rugby Players

29:45 Rugby in Japan: A Cultural Perspective

31:30 Financial Challenges for Rugby Players

33:50 The Importance of Education and Financial Literacy

35:10 Career Transition: From Rugby to Accounting

40:41 Unexpected Opportunities: A Career Change

52:41 Negotiating Contracts: Insights for Rugby Players

Leeyan Stephens Founding member of the institute of Certified NZ Bookkeepers and Director of: https://www.bookassist.nz/

Chapters

00:00 Introduction to Bookkeeping and Favorite Colors

06:53 Understanding the Role of a Bookkeeper

09:48 Essential Tools for Bookkeepers

12:54 The Distinction Between Bookkeepers and Accountants

15:53 Navigating Ethical Boundaries in Bookkeeping

18:45 Building Client Relationships and Trust

21:51 Challenges in the Bookkeeping Profession

24:40 Starting a Career in Bookkeeping

33:06 The Origins of the New Zealand Bookkeepers Association

36:16 Best Practices in Bookkeeping

40:42 Detecting Financial Irregularities

44:59 The Role of a Bookkeeper

54:13 The Value of Accurate Bookkeeping

57:55 Building a Successful Bookkeeping Business

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 Structure of Nonprofits

23:06 Common Pitfalls in Nonprofit Management

27:52 The Importance of Proper Structure and Compliance

30:58 Successful Revenue Strategies for Nonprofits

37:25 Understanding Donor Psychology and Engagement

44:10 Building Relationships for Long-Term Success

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 HR: Importance of Policies and Agreements

21:31 Cost of Neglect: Financial Implications of Poor HR Practices

23:15 Changing Perceptions: The Role of HR in Organizations

23:37 Building a Care Culture in the Workplace

25:28 Effective Communication and Leadership

29:01 Navigating Workplace Challenges

30:44 Evolving Business Models and Pricing Strategies

34:01 Understanding Financials for Business Success

37:17 Challenges Facing SMEs in 2024

39:46 Creating a Supportive Work Environment

43:22 Incentivizing Employee Performance

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

30:13 Building Trust and Authority in Insurance

31:53 The Role of AI in Financial Decision Making

34:43 Creating Effective AI Workflows

37:23 Enhancing Client Interactions with AI

41:09 Automating Claims Management

45:47 Streamlining Client Communication and Retention

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 Importance of Education in Health and Insurance

29:58 Understanding Trauma Cover and Underwriting

36:50 The Importance of Proper Medical Disclosure

39:51 Navigating Insurance as a Migrant in New Zealand

44:31 Cultural Integration and Professional Growth

52:23 Tenancy Disputes and Court Experiences

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 Starting a Business in Financial Advisory

18:57 Marketing and Building a Personal Brand

22:47 Authenticity in Social Media and Handling Criticism

26:40 Navigating Unwanted Attention

30:57 Empowerment Through Self-Respect

33:18 Valuing Your Worth

35:04 The Power of Partnerships

38:00 Building Trust Through Authenticity

46:12 Financial Freedom Tips

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 Importance of Genuine Client Relationships

22:59 Navigating Corporate Values and Personal Business Ethics

24:33 The Importance of Financial Planning

26:15 Realities of Financial Strain During Health Crises

28:28 Insurance and Medical Support: A Lifeline

30:58 The Struggles of Business Owners in Crisis

35:34 The Burden of Business Ownership and Personal Assets

40:27 Empowering Financial Literacy and Planning

46:16 Self-Insurance: Preparing for the Unexpected