In this episode, we put the spotlight on Cam Irvine from Irvine Wenborn. 

Cam has a wealth of experience in the financial services industry - first working for one of the most successful mutual fund managers in the US, and now as a highly qualified NZ financial planner. 

In this episode, we discuss:

• The move from mutual funds management in the US to financial planning in NZ.
• How Irvine Wenborn came to be
• An overview of the services they offer and how you have gone about pricing them
• How do you stand out against other advice groups – i.e. why would someone choose Irvine Wenborn over others?
• What his biggest business challenges are at the moment?
• What his approach is to scaling the business. Specifically in relation to processes and software.
• Do you have any words of wisdom or advice to other advisers - whether new to practising or industry veterans?

Disclaimer:

This is general information only and should not be relied upon as financial advice or recommendations. Investing carries risk, past performance doesn’t guarantee future performance. Any information we provide is general only and current at the time of writing.

Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz