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 Connections and Overcoming Challenges

24:30 Navigating Loss and Grief

28:57 The Awakening to Insurance's Importance

30:14 Facing Tragedy as an Advisor

33:48 Empathy in Client Interactions

35:32 The Impact of Money on Relationships

40:55 Structuring Business Affairs

48:09 Understanding Business Insurance Essentials

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 Struggles

27:33 Proving Relationship Authenticity

30:52 Navigating Immigration Challenges

32:17 Understanding Genuine Relationships

35:48 The Importance of Financial Independence

38:14 Cultural Insights on Weddings

41:19 Overcoming Financial Struggles

42:58 Building a Successful Business

45:51 Tailoring Insurance Solutions

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 Advisors and Underwriters

23:32 Managing Client Expectations in Underwriting

25:19 Building Context for Underwriting Decisions

29:29 Navigating Health Conditions and Insurance Premiums

33:16 The Impact of Insurance on Life and Grief

37:01 The Reality of Serious Illness and Financial Strain

38:49 Personal Experiences with Cancer and Caregiving

45:41 Supporting Families During Health Crises

49:35 Checklist for Choosing the Right Insurance Coverage

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 Young Families

21:17 The Gateway Products in Insurance

24:46 The Dynamics of Health Insurance Marketing

28:08 Understanding Insurance Commissions and Client Needs

31:02 The Importance of Comprehensive Coverage

33:02 Navigating Client Conversations on Affordability

34:40 The Impact of Claims on Client Retention

37:44 The Value of Health Insurance in Critical Situations

40:42 Innovations in Health Insurance Products

43:26 Public Perception of Health Insurance Post-COVID

43:54 Adapting Business Strategies in Economic Downturns

46:40 Leading Through Challenges and Maintaining Morale

Podcast guest Scott Innes Director of https://www.moneymaverick.nz/

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 Addressing Employer Concerns

24:03 The Importance of Regular Reviews

26:52 Claiming and Pricing in Group Insurance

29:57 Final Thoughts on Business Insurance

37:42 Navigating Business Ownership After Loss

42:08 Understanding Shareholder Protection Policies

47:01 The Importance of Key Person Insurance

55:02 Income Protection and Business Continuity

59:49 The Role of Insurance in Crisis Management

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 Life

24:03 Nurturing Long-Term Relationships

24:56 Exploring Relationships and Communication

26:57 Navigating Parenthood and Partnership

29:27 Understanding Mental Health and Masculinity

32:04 The Importance of Emotional Expression

34:16 Empowerment and Self-Discovery

40:10 Finding Purpose and Community

43:01 The Art of Follow-Up and Relationship Building

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 Supporting SMEs: The Role of Fundr

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 Insurance and Budgeting

26:56 Final Thoughts on Income Protection