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KAN Podcast

by Kiwi Adviser Network

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Latest episodes

61 - Why Advisers Can’t Ignore KiwiSaver

October 13, 2026 · 16 min

Why are 41% of Kiwis still sitting in a default fund, and what does that mean for the advisers who aren’t talking to them about it? In this episode, Warwick sits down with Dave Copson, Head of Growth at Booster, to break down why KiwiSaver…
60 - How Jacob Munoz Automated Himself Out of a Job

September 15, 2026 · 32 min

How does someone go from doing admin at a mortgage brokerage to running the software business that now automates the same tasks he used to spend 40 minutes on?In this episode, Warwick sits down with Jacob Munoz, founder of Afterburner, to…
59 - Police Skills Every Adviser Needs

August 18, 2026 · 40 min

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…
58 - Chasing NZ's First Advice IPO

July 30, 2026 · 39 min

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

July 14, 2026 · 54 min

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…

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56 - What It Takes To Launch an Insurer in NZ

July 7, 2026 · 55 min

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…
55 - How Gerrards Insurance Doubles Their Business Every Year

June 18, 2026 · 47 min

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

April 14, 2026 · 25 min

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

March 29, 2026 · 27 min

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

February 11, 2026 · 32 min

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

November 18, 2025 · 24 min

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…
50 - Building a Sellable Advice Business with Simon Rolland

October 20, 2025 · 1 hr 17 min

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…

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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.