KAN Podcast

Hosted by Kiwi Adviser Network

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Apr 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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53 recent

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 channelIdeal 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 advisersPerfect 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 practicePerfect 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 oneWhat advisers get wrong about being business ownersFinding the balance between growth and profitabilityThe playbook behind Aurora’s 22x exitHow to value and fund advice books without using your house as securitySmart deal structures including vendor finance, earn-outs, and transition plansThe traits of advice firms that will still be thriving in 10 years' timeIf 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.

September 7, 2025Episode 4821 min

48 - How to do 300K API as an insurance adviser with Sam Kodi

How do you actually write 300K API as an insurance adviser without grinding 80 hours a week?Sam Kodi’s done it, and in this episode, he shares exactly how he built a scalable system that lets him double his business while working fewer hours.We dive into how Sam restructured his back office, the mindset shifts that freed him from admin overload, and the tools and processes that keep his pipeline moving.If you’re an adviser who wants to grow sustainably, avoid burnout, and unlock more time for clients (and yourself), this one’s for you.

July 31, 2025Episode 4744 min

47 - Startups, Space, and First Homes: Derek Handley’s New Mission

What do startups, space travel and first-home buyers have in common? Derek Handley.In this episode, we go deep with the founder of Aera, a platform helping Kiwis get into their first home faster. We talk about his time on the board of Sky TV, working with Richard Branson, and why he’s heading to space with Virgin Galactic. Plus how mortgage advisers can use Aera to win with first-home clients.

July 22, 2025Episode 4644 min

46 - How to Write $100M in Loans with Simon McDonald (MortgageHQ)

How do you actually write $100 million in lending as a mortgage adviser?Simon McDonald’s done it, and in this episode, he breaks down exactly how.We chat about the habits, planning, and lead flow that helped him hit huge numbers, plus what it takes to scale from good to elite. If you’re an adviser aiming to grow fast and sustainably, this one’s for you.

June 13, 202533 min

45 - Daniel Fifita: From BDM to Adviser

In this episode we sit down with Daniel Fifita, a long-time insurer at Partners Life who has recently taken the leap to launch his own insurance advice business. With years of experience supporting advisers from the insurer side, Daniel shares a unique perspective on what top performing advisers and businesses do differently and why he decided to leave the corporate lifestyle. Whether you're an adviser, business owner, or simply curious about the industry, this chat offers practical insights and behind-the-scenes knowledge from someone who's been on both sides.

April 29, 2025Episode 4430 min

44 - Peter Norris, Opes Mortgages: Becoming One of NZ's Top Advisers

In this episode, we catch up with Peter Norris, Managing Director at Opes Mortgages and one of NZ’s top mortgage advisers.It’s a relaxed chat about how he got into the industry, the lessons he’s learned working at some of the biggest firms in the country, and why doing right by people, even when there’s no immediate payoff, has been key to his success.Peter’s not big on hype, but he’s played a huge role in the growth of Opes Mortgages. He talks about the ups and downs of running his own business, building trust, and how referrals come when you focus on helping, not just selling.🗣 What we get into:-Peter’s path through the mortgage world-Why helping people (even when you don’t get paid) still pays off-Building a business with values at the core-Lessons for advisers wanting to grow without losing who they are-Gamifying the administrative process If you're in the game, or just want to hear from someone who's built a solid reputation by doing the right thing, his one’s worth a listen.