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

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/ Chapters 00:00 Introduction to Business Models in Finance 03:13 Understanding Financial Consulting and EAP Services 05:58 Navigating Client Perceptions and Industry Education 08:59 The Impact of Life Events on Financial Decisions 12:11 Challenges in Financial Planning and Retirement Awareness 15:08 Couples and Financial Communication 18:11 Tailoring Financial Advice to Individual Needs 20:48 The Role of Employers in Financial Well-being 24:06 Finding the Right Problem to Solve 28:31 Feedback and Client Engagement 30:18 Understanding KiwiSaver and Investment Strategies 32:45 Navigating Financial Advice and Client Relationships 34:35 Structuring Financial Consultations for Better Outcomes 37:56 The Importance of Action Points in Financial Planning 40:47 Motivation vs. Discipline in Financial Decisions 43:43 Breaking Down Financial Barriers and Stigmas 46:34 The Need for Financial Literacy in Education

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/