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NZ Guide to Financial Freedom

NZ Guide to Financial Freedom

Hosted by Jordan Greville

Episodes

521

Latest episode

Oct 2025

Language

EN

About the show

Top NZ Investment Tips for Retirement Planning, Financial Freedom and the Psychological Tools you need to live the life you want. https://oneplan.co.nz/

Listen to episodes

60 recent
October 10, 202522 min

After 50,000+ Sales Meetings, I Discovered a New Method to Close Deals Faster

Join my free community for NZ Business Owners ⤵️ https://www.skool.com/advice/I felt paralyzed by social anxiety for years. Until 2014, with $20 to my name, I decided enough was enough.I applied for a commission-only sales job.Either face my fear or don't eat. Here’s what happened next: 2014: Lead a commission-only sales team at Rayven Marketing. Raised ~$2 million in revenue for our clients. 2016: Sold $15,000+ medical devices to strangers door-to-door.2017: Sold 15 funeral insurance policies per week (to people who thought they'd won an iPhone - yes, really). The company I worked for called them 'leads.'2018: Launched the NZ Business Owners podcast. Spotify ranked it as one of the top 5% of podcasts globally.2019: Worked as an Investment Adviser for four years advising on ~$10 million of client’s funds.Today: I've completed 50,000+ sales meetings. Run a commission only marketing agency.I also host a free community for NZ Business Owners. Where you can learn how to get more leads, close more sales, and make your money work harder. Click here to join for free: https://www.skool.com/adviceYoutube Chapters00:00 – Introduction00:30 –EARS Framework00:35– E – Explore the gap (where they are vs. where they want to be)01:30 – A – Ask questions (ready, willing, able to change)02:15 – R – Reflect back and summarise03:30 – S – Strengthen their self-belief04:30 – Wrap-up of EARS05:00– CHAT Framework05:05– C – Cons of staying the same06:45 – H – Highlights of changing07:30 – A – Ability to change (beliefs, strengths, past wins)08:15 – T – Tiny first step (commitments without judgment)10:00 – Wrap-up of CHAT11:00 – RESPONSES Framework11:45 – R – Reframe their resistance13:30 – E – Exaggerate their reasons not to change15:00 – S – Spot the emotions behind their words16:30 – P – Present their reasons for and against change17:15 – O – Offer a story or example18:15 – N – No pressure, it’s their choice20:00 – S – Side with them (so they argue for change)20:45 – E – Extend their point toward change21:45 – S – Simply reflect back and summarise22:45 – Wrap-up of RESPONSES & conclusion

March 19, 202534 min

From Vision to Execution: A Guide for NZ Mid-Sized Companies - Leigh Paulden

Podcast guest Leigh Paulden business consultant at https://ssbg.co.nz/Chapters00:00 Vision and Strategic Alignment02:57 Purpose and Core Values05:58 Accountability vs. Responsibility08:42 Hiring for Growth12:05 Communicating the Vision14:59 Setting Achievable Goals17:56 Balancing Growth and Delivery

March 16, 202542 min

How Non-Profits Can Attract Top Talent (Even on a Budget!) - Nicola Edie

Podcast guest Nicola Edie managing director of https://www.mygreenbookkeeper.co.nz/Chapters00:00 Understanding Non-Profits and Their Financial Challenges02:57 Recruitment and Retention in Non-Profits05:50 Training and Onboarding New Staff09:08 Quality Reporting and Financial Management17:47 Payroll Compliance and Best PracticesTake this FREE quiz to identify the #1 threat to your business: http://findadvice.nz/I felt paralyzed by social anxiety for years—until 2014, with just $20 to my name, I decided enough was enough, and applied for a commission-only sales job.Here’s what happened next: 2014: Lead a commission-only sales team at Rayven Marketing and personally raised ~$2 million in revenue for our clients.2016: Sold Medical Therapy products via trade shows and door to door, that improved circulation, reduced musculoskeletal pain, and enhanced joint mobility.2017: Provided insurance advice as a financial adviser for Momentum Life.2018: Launched the NZ Business Owners podcast, which spotify ranked as one of the top 5% of podcasts globally.2019: Worked as an Investment Adviser with OnePlan For Retirement, advising on ~$10 million of client’s funds.Today: Founded Find Advice, a platform that connects business owners with qualified financial advisors.

March 9, 202534 min

The Ultimate Guide to Motivating and Leading Teams in 2024 - Belinda Heunis

Podcast guest Belinda Heunis Chief Business officer of https://www.footprintconnect.co.nz/Chapters00:00 The Call to Leadership02:41 Motivating Teams in Challenging Industries05:44 Onboarding and Setting Expectations08:43 Performance Management and Metrics11:50 Incentivizing and Recognizing Contributions14:44 Building a Supportive Team Culture18:04 The Four-Day Work Week20:40 Trust and Accountability in Leadership23:39 Collaboration and Communication26:57 Agile Workflows and Task Management

March 6, 202537 min

How to Build a High-Performing Culture: Secrets from Top NZ Companies - Ben Sexton

Podcast guest Ben Sexton Managing Director of https://www.rbrecruitment.co.nz/Chapters00:00 Building a Strong Company Culture03:29 Lessons from Recruitment Challenges07:27 The Importance of Communication and Trust11:17 Navigating Difficult Conversations17:22 The Balance Between Kindness and Tough Love18:35 The Value of Time in Recruitment19:32 Navigating Difficult Employee Situations21:55 The Importance of Leadership and Environment23:26 Onboarding and Company Culture27:18 Recruitment as Reverse Sales29:28 Building a Personal Network for Recruitment34:14 Aligning Vision and Values for Success

March 4, 202552 min

How to Choose the BEST Business Structure in NZ (Step-by-Step Guide) - Vincent Naidu

Podcast guest Vincent Naidu https://vincilawyers.com/people/detail/vincent-naidu/Chapters00:00 Understanding Legal Obligations in Business08:59 Choosing the Right Business Structure14:58 The Consequences of Poor Director and Shareholder Choices30:07 The Importance of Shareholder Agreements44:57 Best Practices for Setting Up a Business

February 17, 202521 min

Finding Your Truth North As A Leader - Jeremy Paynter

Podcast guest Jeremy Paynter http://nymble.co.nz/Chapters00:00 Finding Your True North as a Leader02:44 The Importance of Authenticity in Leadership05:57 Navigating Corporate Politics with Authenticity08:51 The Shift from Organizational to Personal Branding11:37 Communicating Your Value Proposition14:47 Creating a Feedback-Driven Environment17:53 Real-Life Transformation: A Case Study

February 13, 202541 min

The Hidden Signs of Burnout in Leadership You Can’t Ignore - Rich Ellis

Podcast guest Rich Ellis https://www.f4l.co.nz/Chapters00:00 Identifying Burnout in Leadership and Culture02:44 Managing Energy and Nutrition for Well-being05:43 The Impact of Mood and Environment on Burnout08:32 Recognizing Signs of Burnout in Teams11:54 Understanding Introversion and Extroversion in the Workplace14:40 The Role of Purpose in Preventing Burnout17:34 Spirituality and Personal Growth in the Context of Burnout23:29 Mindfulness in Everyday Tasks24:14 Philosophical Perspectives on Life24:55 Meditation and Thought Observation25:49 Burnout and Career Reflections28:05 The Impact of Generational Differences29:08 Finding Balance in Life30:30 The Illusion of Work-Life Balance31:19 Small Changes, Big Impact31:48 The Simplicity of Life's Challenges34:04 Addressing Workplace Culture36:02 Identifying Organizational Issues38:23 The Power of Personal Responsibility39:42 Closing Thoughts on Fulfillment

February 11, 202536 min

How NZ Taxes Your Overseas Income as a New Resident - Connie Lui

Podcast guest Connie Lui https://nztaxprop.co.nz/Chapters00:00 Understanding Tax Residency and Overseas Income03:07 Navigating Voluntary Disclosure and Penalties06:07 Transitional Residency Status Explained08:48 Double Tax Agreements: What You Need to Know11:54 Foreign Investment Fund Rules Demystified14:45 Tax Implications of Selling Overseas Property18:01 Intent and Taxation: The Devil in the Details20:44 Planning Ahead: Managing Overseas Investments23:52 Calculating Foreign Investment Fund Income26:49 Final Thoughts on Tax Compliance

February 10, 202538 min

Optimizing Your NZ RENTAL Property for Tax Efficiency - Abhi Jagwani

Podcast guest Abhi Jagwanihttps://mytaxca.co.nz/Chapters00:00 Navigating Rental Property Structures in New Zealand03:25 Understanding Trusts and Their Protections06:53 The Role of Companies in Property Investment12:26 The Bright Line Test Explained17:19 Best Practices for Managing Rental Properties25:22 The Reality of Rental Property Income30:16 Challenges and Risks in Rental Property Investment

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