Guest Warwick Walker:  https://foxplan.nz/advisers Takeaways Being a police officer is both rewarding and stressful, and it teaches valuable life lessons such as the importance of teamwork and the ability to influence and listen to people. Many people go into policing because they want to make a difference in their community and help others in times of crisis. Transitioning from a career in policing to financial planning requires following a system and process, investing in...

Guest Details Marc Hamilton: https://coveryours.co.nz/about/ Takeaways Music and comedy can evoke emotions and create a sense of connection. Authenticity is important in creative endeavors and can attract like-minded individuals. Universal themes in storytelling and music resonate with people across cultures and time. Constructing a set or a song involves considering the emotional journey and engaging the audience. Dealing with hate or criticism requires thick skin and the...

Guest Marc Hamilton: https://coveryours.co.nz/ Takeaways Music and comedy can evoke emotions and create a sense of connection. Authenticity is important in creative endeavors and can attract like-minded individuals. Universal themes in storytelling and music resonate with people across cultures and time. Constructing a set or a song involves considering the emotional journey and engaging the audience. Dealing with hate or criticism requires thick skin and the ability to not take...

Guest Jon-Paul Hale: https://www.willowgroveinsurance.co.nz/about-us/about-us-j-p-hale-menu Takeaways The insurance industry can be complex and challenging, with various pitfalls and potholes that individuals may encounter. Understanding the client's needs and providing tailored solutions is crucial in the insurance industry. Underwriters play a significant role in assessing risks and determining coverage terms. Trust, education, and personalized advice are essential in the...

Guest Martin Robinson: https://sharenz.com/advisers/martin-robinson/ Takeaways Defining success: Martin defines success as having the time, money, and health to attend any sporting or cultural event. Financial planning: Martin humorously defines good financial planning as when your payment to the undertaker bounces. Lessons from surf life saving: Martin emphasizes the value of meeting new people, learning from mentors, and staying physically active. Finding joy in passions:...

Guest Aaron D'Souza: https://www.lesafs.com/ Takeaways Maintaining a healthy lifestyle requires discipline and finding strategies to make exercise and healthy eating easier. As we age, it becomes more important to prioritize our health and be proactive in maintaining a healthy weight and staying active. Dancing can be a fun and enjoyable way to stay active and express oneself creatively. India has undergone significant growth and development, with improvements in infrastructure...

Guest Keanan Beyers: https://www.lifetime.co.nz/find-an-adviser/view/keanan-beyers/ Takeaways Living in Cape Town can be challenging due to crime and the need to be constantly vigilant. A diagnosis of type 1 diabetes can have a significant impact on one's life and requires careful management. Growing up in challenging circumstances can shape one's perspective and behavior. Finding a balance between enjoying life and making responsible decisions is important. Partying and a...

Guest Jane Benton: https://g3freedom.co.nz/ Takeaways The sense of community and connection in rural areas can provide a fulfilling and meaningful life. Prioritizing personal relationships and family over work can lead to greater happiness and fulfillment. Financial planning is important for providing security, peace of mind, and the ability to pursue goals and dreams. Resilience is necessary to navigate challenges and setbacks in life. Commitment is essential in modern...

Ian Dallas: https://www.linkedin.com/in/iandallasnz/?originalSubdomain=nz Takeaways There is a movie centered around refereeing that is dramatic and intense. The experience of a referee in rugby involves managing people and effectively communicating with them. Upbringing plays a significant role in shaping personal attributes and values. Acknowledging and listening to people's concerns and objections is crucial in insurance sales. Building trust with clients requires empathy and...

Guest Simon O'Neill: velocityfinancial.co.nz Takeaways Show up and be present as a father, especially during the early years of a child's life. Find a balance between protecting your children and allowing them to face challenges and develop resilience. Learn from difficult experiences and use them as opportunities for personal growth and strength. Build a support network of friends and family who can provide guidance and understanding during tough times. Everyone has their own story...

Jonathan Marshall: https://www.linkedin.com/in/jonathan-marshall-aab05418/?originalSubdomain=nz Takeaways Starting a church can be driven by a desire to serve the community and provide a place of belonging. Belonging should come before belief and behavior in a church community. The Bible resonates with people because it has been tried and tested over generations and offers inspirational words for moral guidance. Living by faith and accepting the grace of God is more important than trying...

Carie Townley mortgage broker at https://adviser.loanmarket.co.nz/whangarei/ Takeaways Investing in the potential of clients without expectation and serving their problems is key to success as a mortgage broker. Building relationships and partnerships with referral sources is crucial for business growth. Storytelling can be a powerful tool in the mortgage application process, helping to engage clients and improve the likelihood of approval. Fear and addiction can be overcome by...

Nigel Elson Founder of https://www.friendlyfinance.nz/ Takeaways Being an expat himself, Nigel has a natural connection with expat clients and understands their financial needs. Traveling and experiencing different cultures makes people more open-minded and focused on enjoying life in the present. Planning for both the present and the future is crucial for financial success. Communication and compromise are key in relationships and business partnerships. Effective communication is...

This podcast explores the complex relationship between being authentic and the subsequent impact on personal and professional life, drawing parallels with a study on zebras to metaphorize standing out and its effects. It features Nicola Shirley, a mortgage advisor from Vega Lend, who discusses her approach to handling leads, fostering meaningful client relationships, and the pivotal role of trust and authenticity in her profession. Shirley offers insights into the intricacies of client...

This extensive discussion delves into various facets of digital marketing and social media strategy with Lawrence Carey, the managing director of Squid Group, a leading creative marketing agency in New Zealand. The dialogue covers the importance of social media for businesses, how to leverage niche markets, the strategy behind Facebook ads, and the dynamics of retargeting and brand building. It also touches on the significance of creating tailor-made content and offerings for specific...

In this podcast, Lara, the owner of My Future Plan, discusses her motivation to become a financial advisor and her dedication to financial literacy as a key to living a fulfilling life. Addressing misunderstandings around financial services, Lara emphasizes the importance of seeing financial advisors as a normal part of life, just like having a doctor. She delves into details about investing, avoiding the pitfalls of chasing returns, and the challenges of scaling in the financial advisory...

Jeff Royle, a volunteer with the New Zealand Coast Guard and the owner of the mortgage company, ilender, offers insightful descriptions of his experiences in both domains. Detailing his commitment to the Coast Guard, Royle discusses responding to emergencies, ensuring boat safety, confronting challenging situations and the intricacies of negotiations and leadership within their team. Transitioning to his expertise in mortgages, Royle provides an overview of non-bank lenders, the risks of...

This podcast features an insightful conversation with Stephen Robertson, the owner of My Money, a finance consultancy primarily dealing with mortgages for high-profile clients. As he details his professional journey, Stephen delves into his origin, growing up in Palmerston North, New Zealand, and his interests in fishing, boating, and the military. With numerous anecdotes from his career, he explains how his role has evolved into more than just banking, involving understanding his clients'...

In an engaging dialogue that delves into the depth of life, relationships, and faith, Vinay Grover shares his personal experiences, insights and beliefs. Central to his discourse is the concept of intrinsic gratitude, winning over life's challenges and the significance of rising above negativity, while trying to attain a more positive, richer, and more meaningful existence. He discusses his journey from striving for 'bigger' to evolving towards 'better' and underlines the importance of...

Ever wondered what it takes to navigate the ever-changing landscape of mortgages and finance? Join me as I chat with Craig Pettit, a seasoned advisor with over 45 years in the trenches. This isn't your average dry financial talk. Craig's journey, from a young bank employee to a successful mortgage advisor, is packed with fascinating experiences and valuable insights. We'll delve into: • The rollercoaster ride of economic climates: Craig will share his firsthand perspective on navigating...

Apply to be a podcast guest: https://findadvice.nz/podcast In this podcast, the host interviews Campbell Hastie, a mortgage broker, where they touch upon a variety of topics ranging from Campbell's controversial view on making a peanut butter sandwich to deep dives on the concept of consciousness. Campbell shares his unique perspective on the food he believes holds a special quality – the kind you'd catch, grow or kill yourself. He also compares the qualities of a good mortgage to a...

Free Insurance Advice in minutes: https://findadvice.nz/ Chapters 00:00 Introduction: The Common Mistakes in Business Marketing 00:06 Understanding Facebook Campaign Structure 00:26 The Importance of Choosing the Right Objective 01:16 Targeting the Right Audience: A New Approach 02:34 The Power and Pitfalls of Remarketing 03:30 The Misconception of Cost-Effective Leads 07:05 The Reality of Agency Marketing Strategies 08:54 My Unique Approach to Facebook Marketing 12:35 The Importance of...

In this interview, Lillian Nguyen shares her experiences as a Vietnamese mortgage advisor and breaking into the finance industry in New Zealand. Lillian discusses how she helps self-employed clients navigate the complex mortgage process and lends advice on what to consider before buying a house. Apart from her professional life, Lillian talks about her personal experiences, including her fear of swimming and how she overcame it, her childhood days in Vietnam, and the fascinating details of...

In this enlightening conversation, Gerard Tilleyshort, a noteworthy insurance broker, business owner and industry veteran, unveils his journey to professional triumph starting from modest beginnings. His principles emphasize on stepping out of comfort zones, perpetual resilience, maintaining strong client relationships, and creating a network with successful entities. Gerard tackles both personal and professional challenges ranging from dealing with his wife's brain tumor diagnosis to...