KAN Podcast

Hosted by Kiwi Adviser Network

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Aug 2026

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About the show

The Kiwi Adviser Network is focused on providing valuable content to New Zealand's financial advisers. Helping improve and grow their businesses. Our guests are the top advisers and personalities in our industry.

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58 recent

August 18, 2026Episode 5939 min

59 - Police Skills Every Adviser Needs

How do you go from a decade in the police to advising first home buyers on their mortgage in just four years? In this episode, Warwick sits down with Brad Whitfield from Discovery Financial Services to break down what a 10-year career in policing transferred straight into the advice business, and what he had to unlearn along the way. Brad pulls back the curtain on the interviewing framework he brought from the police to his client meetings, the pizza delivery moment that taught him everything about de-escalation, the emergency fund he tells every new adviser to build before making the jump, and why year two is when the referrals actually start rolling in.

July 30, 2026Episode 5839 min

58 - Chasing NZ's First Advice IPO

How does a napkin-scrawled business plan at the pub become one of New Zealand's fastest-growing multi-product advice firms with IPO ambitions in just over four years?In this episode, Warwick sits down with Lucas Young, co-founder of Invicta, to break down the playbook behind scaling to 20+ staff across three cities and where he is planning to take the business next.Lucas pulls back the curtain on the 48-hour advice turnaround Invicta is chasing, why they hire ex-athletes and ex-real estate agents over experienced advisers, the LinkedIn discipline that turned into a recruitment pipeline, and the shareholder buy-in model built so managers cash out alongside the founders. He also talks about the move from Hong Kong to a Christchurch boarding school at 13 with no English, and the drive that has fuelled everything since.

July 14, 2026Episode 5753 min

57 - What Your Advice Business Is Actually Worth in Today's Market

How do you actually work out what an advice business is worth in a market where buyers are lining up but every firm gets valued completely differently? In this episode, Warwick sits down with Simon Rolland, CEO of Zurix, for his return to the KAN Podcast to break down what really moves the needle on an advice business valuation. Simon pulls back the curtain on the line between selling a book and selling a business, why the percentage of revenue tied to the principal adviser makes or breaks the multiple, how mortgage, KiwiSaver and insurance books each trade at very different numbers right now, and where the market is heading as retiring advisers with mature books meet younger advisers ready to buy. You can check out Zurix's website and business appraisal tool at zurix.co.nz . The tool is a lighter alternative to a full valuation and gives advisers a ballpark of where their business sits in today's market.

July 7, 202655 min

56 - What It Takes To Launch an Insurer in NZ

What does it take to bring a global insurance model into a market as small, tight and adviser-led as New Zealand's? In this episode, Warwick sits down with Len Elikhis, Chief Operating and Financial Officer of PPS New Zealand, to break down what the launch has actually involved and what it's taught him about how different our advice industry is from the rest of the world. Len pulls back the curtain on the mutual model that returns profits to members instead of shareholders, why NZ advisers still have the flexibility Australian advisers lost, the story behind severity-based trauma taking off here when it flopped across the Tasman, and where he sees retirement, income protection and health insurance heading as the worker-to-retiree ratio keeps shrinking.

June 18, 2026Episode 5547 min

55 - How Gerrards Insurance Doubles Their Business Every Year

How does someone in their mid-20s leave a corporate insurance role, start their own firm, and double the business every year to become a Broker of the Year winner? In this episode, Warwick sits down with Ethan Gerrard from Gerrards Insurance to break down exactly how he's built one of New Zealand's fastest-growing commercial insurance businesses. Ethan pulls back the curtain on the paid acquisition engine generating 25-30 leads a day, his unconventional approach to hiring (no Seek ads, ever) and the conviction behind "the best people don't need to be managed". He also discusses how staying out of life and health insurance turned into a referral pipeline most brokers would happily trade for.

April 14, 2026Episode 5424 min

54 - Scaling to $100M+: The Exact Strategy Used to Triple Advice Volume

How does a self-described introvert go from a bank employee with no clients to one of New Zealand’s top-tier, award-winning financial advisers in just five years? In this episode, Warwick sits down with Sanjeev Jangra from Loan Market Manukau to break down the exact blueprint that allowed him to scale his business rapidly. Sanjeev pulls back the curtain on the challenges of running an advice business and explains why many advisers hit a ceiling by trying to do it all themselves.

March 29, 2026Episode 5326 min

53 - How To Become A Fee-For-Service Adviser with Alan Borthwick

From bouncing at bars to building a client base of thousands, Alan Borthwick shares how he went from zero industry experience to founding Dux Financial with his business partner. Alan also discusses why he believes the future of advice lies in long-term thinking, not short-term transactions. ➤ Why product advice alone fails, and what advisers must do instead ➤ The power of looking after “small” clients, and how they become your best referrals ➤ How Dux Financial operates with no sales targets, no lock-in contracts, and still grows ➤ What most advisers can learn about client retention and staff agreements ➤ How offering workplace financial counselling opened a new business channel Ideal for mortgage advisers, insurance specialists, and financial planners who want to build trust, run ethical businesses, and future-proof their advice in an evolving NZ industry.

February 11, 2026Episode 5231 min

52 - Earning Trust and Building a Pipeline From Day One with Reece Glozier

From starting with zero listings to becoming a top 10 Ray White agent nationwide, Reece Glozier shares what it really takes to build a client base from scratch. ➤ How he generated leads when no one knew his name ➤ What actually works in prospecting and follow-up today ➤ Why real estate agents rank low in trust, and how to stand out anyway ➤ How conjunctionals really work, and whether they serve the client ➤ Why deals fall over due to finance, and how advisers and agents can better protect outcomes ➤ The traits he sees in top-performing mortgage advisers Perfect for mortgage advisers, agents, and business owners looking to grow from zero, strengthen referral relationships, and understand how property deals are won and lost in today’s market.

November 18, 2025Episode 5124 min

51 - How Camilla Tumai Built NZ’s biggest KiwiSaver book and her next chapter at Bizcap

From building NZ’s largest KiwiSaver book to leading Bizcap in Aotearoa, Camilla Tumai shares what she learnt on the way. ➤ How she went from zero clients to NZ’s biggest KiwiSaver book ➤ What she learnt starting and scaling her own advice business ➤ Transitioning from business owner to leadership within a lender ➤ How Bizcap is shaking up business lending in NZ ➤ Lessons advisers can apply in their own practice Perfect for advisers looking to grow their book, expand into SME lending, and learn from someone who has done it all.

October 20, 2025Episode 501 hr 16 min

50 - Building a Sellable Advice Business with Simon Rolland

In this episode of the KAN Podcast, we sit down with Simon Rolland, multi-exit founder, investor, and former CEO of Aurora Financial, to talk about how advisers can turn great advice into great businesses. We cover: How to design a sellable advice business from day one What advisers get wrong about being business owners Finding the balance between growth and profitability The playbook behind Aurora’s 22x exit How to value and fund advice books without using your house as security Smart deal structures including vendor finance, earn-outs, and transition plans The traits of advice firms that will still be thriving in 10 years' time If you’re serious about building a profitable, structured, and sellable advice business, this episode is for you. 👉 Subscribe for more conversations with the people shaping New Zealand’s financial advice industry.