NZ Business Owners

NZ Business Owners

By Ryan J Melton

Step into the world of NZ Business Owners, where we explore the complexities of life and entrepreneurship in New Zealand.

From the deep-seated beliefs and values that guide these entrepreneurs to the strategies they use to navigate the twists and turns of success, we dive into the depths of the human experience.

Whether you're interested in business, personal growth, or just curious about what it takes to succeed, join us on this journey of self-discovery and explore the many facets of the human spirit.
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How to Buy a Retail Business Without Losing Your Shirt With Varun Arora

NZ Business OwnersFeb 04, 2025
00:00
53:40
From Vision to Execution: A Guide for NZ Mid-Sized Companies - Leigh Paulden

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
Mar 19, 202534:52
How Non-Profits Can Attract Top Talent (Even on a Budget!) - Nicola Edie

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.
Mar 16, 202542:15
The Ultimate Guide to Motivating and Leading Teams in 2024 - Belinda Heunis

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
Mar 09, 202534:49
How to Build a High-Performing Culture: Secrets from Top NZ Companies - Ben Sexton

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
Mar 06, 202537:58
How to Choose the BEST Business Structure in NZ (Step-by-Step Guide) - Vincent Naidu

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
Mar 04, 202552:19
Finding Your Truth North As A Leader - Jeremy Paynter

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
Feb 17, 202521:39
The Hidden Signs of Burnout in Leadership You Can’t Ignore - Rich Ellis

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
Feb 13, 202541:16
How NZ Taxes Your Overseas Income as a New Resident - Connie Lui

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
Feb 11, 202536:22
Optimizing Your NZ RENTAL Property for Tax Efficiency - Abhi Jagwani

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
Feb 10, 202538:14
A Lawyer Reveals: The Shocking Truth About Dying Without a Will in NZ - Holly Egerton

A Lawyer Reveals: The Shocking Truth About Dying Without a Will in NZ - Holly Egerton

Podcast guest Holly Egerton from https://www.succession.nz/https://www.succession.nz/Chapters00:00 The Importance of Having a Will02:45 Understanding Probate and Letters of Administration05:47 Navigating Joint Accounts and Funeral Expenses08:54 The Consequences of Dying Without a Will11:52 Structuring Your Will: Key Considerations14:53 Executor Responsibilities and Family Dynamics17:48 Specific Wishes and Gifts in a Will26:10 Navigating Wills and Residue Distribution29:45 Understanding Tenants in Common vs. Joint Ownership32:38 Life Interests and Their Implications34:18 The Role of Trusts in Estate Planning37:57 Enduring Powers of Attorney: Importance and Process44:38 Updating Your Will: When and Why?
Feb 08, 202552:51
How to Buy a Retail Business Without Losing Your Shirt With Varun Arora

How to Buy a Retail Business Without Losing Your Shirt With Varun Arora

Podcast guest Varun Arora http://bizwhiz.co.nz/ Chapters 00:00 Assessing the Right Business to Buy 06:04 Conducting Due Diligence 11:48 Identifying Financial Discrepancies 17:58 Understanding Hospitality Business Metrics 24:59 Benchmarking Costs in Hospitality 30:36 Valuing Hospitality Businesses 34:08 The Importance of Due Diligence 38:24 Navigating the Offer Process 42:11 Post-Purchase Integration and Support 46:26 Challenges in the Hospitality Sector
Feb 04, 202553:40
Is It Worth Being GST Registered? - Adrianne Leslie 

Is It Worth Being GST Registered? - Adrianne Leslie 

Podcast guest Adrianne Leslie  Chapters 00:00 Understanding GST Registration and Its Implications 03:06 Navigating GST Returns and Payment Plans 06:05 Consequences of Missing GST Payments 08:51 Liquidation vs. Bankruptcy: Key Differences 12:15 Choosing Between Sole Trader and Company Structure 15:02 Finding the Right Accountant: Tips and Red Flags 18:10 The Role of Trusts in Business and Personal Finance
Feb 03, 202533:55
Self-Leadership in Crisis: How Top CEOs Are Navigating 2025 - Sue Kohn-Taylor

Self-Leadership in Crisis: How Top CEOs Are Navigating 2025 - Sue Kohn-Taylor

Podcast guest Sue Kohn-Taylor https://www.thementalfitnesscompany.com/ Chapters 00:00 Understanding Self-Leadership 05:43 Navigating Family Dynamics 11:58 Steps to Improve Self-Leadership 18:00 Using Values to Guide Decisions 23:30 Understanding Foundational Stories 32:08 Identifying Strengths and Weaknesses 37:09 Creating a Ripple Effect in Teams 44:13 Navigating Negative Environments
Jan 28, 202547:10
Selling Your House in NZ? A Real Estate Agent Reveals the Shocking Truths You Need to Know -Paul Foster

Selling Your House in NZ? A Real Estate Agent Reveals the Shocking Truths You Need to Know -Paul Foster

Podcast guest Paul Foster https://raywhite.co.nz/paul-foster/141820/ Chapters 00:00 Navigating the Real Estate Landscape in New Zealand 02:49 Advertising Strategies for Selling Homes 05:46 Understanding Buyer Behavior and Decision-Making 08:53 Choosing the Right Real Estate Agent 11:53 Commission Structures and Negotiation 14:51 Methods of Sale: Auctions, Tenders, and More 17:50 Confidential Offers and Multi-Offer Scenarios 21:01 Conditional vs. Unconditional Sales 24:16 The Auction Process Explained 28:11 Understanding Reserve Prices in Auctions 30:10 The Role of Auctioneers and Their Impact 32:42 Buyer Engagement and Auction Timing 34:51 Exploring Different Sales Methods 36:49 Factors Influencing Home Buying Decisions 39:53 Types of Property Ownership Explained 42:37 Building Your Real Estate Dream Team
Jan 27, 202546:05
How NZ Doctors Are Using Tech to Save Time and Lives – The Surprising Results -Ralf Kils

How NZ Doctors Are Using Tech to Save Time and Lives – The Surprising Results -Ralf Kils

Podcast guest Ralf Kils futurelab.co.nz Chapters 00:00 Inefficiencies in the Health Industry 03:03 Legacy Systems and Resistance to Change 06:05 The Role of Technology in Adapting to Change 09:11 Identifying and Automating Repetitive Tasks 12:31 Implementing OCR and AI Solutions 15:17 Creating Efficient Financial Planning Tools 18:11 Custom Solutions vs. Product Development 28:26 Streamlining Patient Management Systems 30:19 The Impact of COVID on Health Digitization 32:47 Reforming GP Booking Systems 35:23 Challenges in Health Data Access 37:12 The Complexity of Health Systems 39:43 The Potential of AI in Healthcare 42:49 The Burden of Administrative Tasks on Doctors 46:49 The Need for Proactive Health Management 52:48 Innovating in Farming and Food Production
Jan 19, 202554:32
Secret ACC Levy Hack: How Business Owners Are Paying Less - Natalie Whelan

Secret ACC Levy Hack: How Business Owners Are Paying Less - Natalie Whelan

Podcast guest Natalie Whelan director of https://www.accassist.kiwi/ Chapters 00:00 Understanding ACC Customization and Benefits 03:23 Cover Plus Extra vs. Standard Cover 06:18 Income Fluctuations and Claim Certainty 09:21 Maximizing ACC Savings and Refunds 12:12 Navigating ACC Access and Administration 15:17 Identifying Overcharges and Mistakes 18:20 Learning and Adapting in ACC Management 27:30 Setting Up Payment Plans 30:27 Navigating ACC Policies and Payment Plans 33:26 Understanding Income Protection vs. ACC 39:38 Challenges for Financial Advisors 44:38 When to Reduce ACC Coverage 50:16 Claims Process and Waiting Periods
Jan 14, 202552:17
Why Reactive Recruitment is Killing Your Business—And How to Fix It - Arran Finlayson

Why Reactive Recruitment is Killing Your Business—And How to Fix It - Arran Finlayson

Podcast Guest Arran Finlayson Director of The Back Office Co: https://www.tbo.nz/ Chapters 00:00 Streamlining Bookkeeping Processes 05:42 Choosing the Right Software 11:15 Delegation and Team Management 17:30 Effective Recruitment Strategies 23:14 Handling Team Dynamics 30:31 Balancing Remote Work and Team Culture
Jan 12, 202546:24
The Creative Director’s Playbook: How to Balance Art, Commerce, and Sanity - Greg Kramer

The Creative Director’s Playbook: How to Balance Art, Commerce, and Sanity - Greg Kramer

Greg Kramer is the Creative Director of https://www.partisanadvertising.co.nz/ Chapters 00:00 The Genesis of a Designer's Journey 03:08 The Evolution of Graphic Design 06:14 Understanding Logos and Branding 09:06 The Nature of Creativity and Critique 12:11 The Value of Experience in Design 15:26 Pricing and Perception in Design 18:26 Client Relationships and Expectations 23:07 The Value of Creative Work 25:20 Navigating Client Relationships 29:47 Perceptions of Value in Design 33:19 Defining High-Value Services 37:12 The Role of Project Management in Design 40:07 The Importance of Branding 46:20 Staying Inspired in Creative Work
Jan 09, 202548:52
Xero for Dummies: Simplifying Bookkeeping for Entrepreneurs - Stephanie Crawford

Xero for Dummies: Simplifying Bookkeeping for Entrepreneurs - Stephanie Crawford

Podcast guest Stephanie Crawford Founder of https://businessheadspace.co.nz/ Chapters 00:00 Choosing the Right Accounting Software 03:34 Maximizing Xero's Potential 06:36 Data-Driven Decision Making 09:40 Understanding Profit and Loss Statements 12:40 Setting Up Your Accounting System 15:36 Cash Flow Management 18:46 Best Practices for Invoicing 21:35 Accounts Receivable and Payable Management 24:20 Recognizing Good Bookkeeping Practices 29:45 The Value of Outsourcing Bookkeeping 31:03 In-House vs. Outsourced Bookkeeping 33:59 Recognizing the Need for a Bookkeeper 37:04 Onboarding and Supporting Bookkeepers 39:05 Understanding Business Reporting Needs 42:44 The Role of Bookkeepers During Crisis 43:45 The Importance of Tracking Financials 44:34 Navigating Payroll Complexity 52:09 Maximizing the Use of Accounting Software
Dec 19, 202457:09
When Money Gets Tight: The Accountant's Guide to Surviving (and Thriving) in Economic Downturns - James Rainey

When Money Gets Tight: The Accountant's Guide to Surviving (and Thriving) in Economic Downturns - James Rainey

Podcast guest James Rainey is a director and accountant at https://www.sothertons.co.nz/ Chapters 00:00 Navigating Uncertainty in Business 03:16 Understanding Economic Cycles and Business Resilience 06:13 The Impact of Economic Changes on Industries 09:07 Strategies for Managing Business Growth and Challenges 12:28 Forecasting Cash Flow: A Key to Business Success 15:16 Stages of Business Growth and Financial Management 18:14 Leveraging Resources for Business Efficiency 21:16 Understanding Business Expenses and Tax Deductions 31:50 Navigating Business Expenses and Personal Benefits 34:15 Understanding Tax Audits and Compliance 36:10 Industry Comparisons and Financial Metrics 38:17 Pricing Strategies and Market Positioning 44:05 The Complexity of Tax Regulations 50:15 Cryptocurrency and Tax Implications 52:15 Employee Incentives and Tax Considerations
Dec 17, 202455:13
How to Transfer Money from South Africa to New Zealand: A Step-by-Step Guide - Henrico Kotze

How to Transfer Money from South Africa to New Zealand: A Step-by-Step Guide - Henrico Kotze

Henrico Kotze is the shareholder of https://www.randrescue.com/ Chapters 00:00 Navigating International Money Transfers 03:44 Understanding South African Pension Funds 06:44 The Process of Transferring Annuities 09:46 Challenges of Non-Resident Accounts 12:41 Cultural Insights on Retirement Planning 15:43 Life in South Africa vs. New Zealand 18:42 Building Trust in International Business 21:39 Marketing and Client Engagement Strategies
Dec 12, 202431:25
How to Handle Clients Who Don’t Pay - Annamaria Berek

How to Handle Clients Who Don’t Pay - Annamaria Berek

Podcast guest Annamaria Berek CEO of https://www.businessboost.nz/home Chapters 00:00 Journey into Flexibility: Balancing Motherhood and Career 03:06 The Art of Credit Control: Strategies for Success 06:04 Building Relationships: The Human Side of Debt Collection 08:58 Navigating Challenges: The Psychology of Non-Payment 11:43 Establishing Protocols: The Importance of Structure in Business 15:02 Finding Balance: Juggling Career and Motherhood 20:59 Entrepreneurial Spirit: From Craft Markets to Business Growth 26:25 Navigating Complex Event Management 28:22 Filling the Venue: Strategies and Challenges 29:49 The Importance of Marketing in Business 31:26 Transitioning to Business Boost: A New Venture 33:15 Understanding Strategic Bookkeeping 35:52 Analyzing Financial Health: Key Metrics 38:14 Identifying Problems Through Financial Data 40:28 Real-World Examples of Financial Insights 42:10 Using Numbers to Drive Business Decisions 44:11 Creating a Positive Work Environment 46:25 Overcoming Micromanagement in Leadership 48:51 Building Courage to Leave Toxic Environments 52:32 The Role of Personal Development in Business Success
Dec 10, 202453:33
NZ Rugby Players Losing $100,000s - Siosaia Taufa Fifita

NZ Rugby Players Losing $100,000s - Siosaia Taufa Fifita

Siosaia Taufa Fifita professional rugby play, accountant, and managing director of https://sba.co.nz/branches/sba-manukau/ Chapters 00:00 The Late Start to Rugby 04:02 Journey Through Rugby in Japan 07:05 Cultural Shock and Adaptation 10:11 Fatherhood and Long-Distance Relationships 13:21 Lessons from Upbringing in Tonga 16:22 Navigating Masculinity and Vulnerability 19:22 Faith, Community, and Mental Health 22:18 Financial Challenges for Rugby Players 29:45 Rugby in Japan: A Cultural Perspective 31:30 Financial Challenges for Rugby Players 33:50 The Importance of Education and Financial Literacy 35:10 Career Transition: From Rugby to Accounting 40:41 Unexpected Opportunities: A Career Change 52:41 Negotiating Contracts: Insights for Rugby Players
Dec 08, 202401:02:11
What Happens When You Ignore the IRD (And How Bookkeepers Help) - Leeyan Stephens

What Happens When You Ignore the IRD (And How Bookkeepers Help) - Leeyan Stephens

Leeyan Stephens Founding member of the institute of Certified NZ Bookkeepers and Director of: https://www.bookassist.nz/ Chapters 00:00 Introduction to Bookkeeping and Favorite Colors 06:53 Understanding the Role of a Bookkeeper 09:48 Essential Tools for Bookkeepers 12:54 The Distinction Between Bookkeepers and Accountants 15:53 Navigating Ethical Boundaries in Bookkeeping 18:45 Building Client Relationships and Trust 21:51 Challenges in the Bookkeeping Profession 24:40 Starting a Career in Bookkeeping 33:06 The Origins of the New Zealand Bookkeepers Association 36:16 Best Practices in Bookkeeping 40:42 Detecting Financial Irregularities 44:59 The Role of a Bookkeeper 54:13 The Value of Accurate Bookkeeping 57:55 Building a Successful Bookkeeping Business
Dec 05, 202401:06:36
Why Most Nonprofits in NZ Fail (And How to Avoid It) - Willie Eyles

Why Most Nonprofits in NZ Fail (And How to Avoid It) - Willie Eyles

Willie Eyles is a Chartered Accountants for Non-Profits and Director of: https://www.freeuplimited.co.nz/ Chapters 00:00 Understanding Nonprofits: The Basics 02:47 Revenue Streams and Financial Management in Nonprofits 05:36 Accountability and Compliance in Nonprofits 08:51 Ethics and Perception in Nonprofit Fundraising 11:28 Compensation and Value in Nonprofit Leadership 14:41 Ownership and Structure of Nonprofits 23:06 Common Pitfalls in Nonprofit Management 27:52 The Importance of Proper Structure and Compliance 30:58 Successful Revenue Strategies for Nonprofits 37:25 Understanding Donor Psychology and Engagement 44:10 Building Relationships for Long-Term Success
Dec 04, 202445:46
Navigating Growth: HR's Strategic Role in Scaling Success

Navigating Growth: HR's Strategic Role in Scaling Success

Sarah Brooke is an HR expert and Co-Founder at https://freerangeworks.co.nz/ Chapters 00:00 Intro 03:17 Marketing Strategies: From PR to Cold Calls 06:03 Building Relationships: The Role of PR in Business 09:28 Navigating Challenges: The Impact of Recession on HR 12:26 Empathy in Leadership: Handling Tough Conversations 15:15 Crisis Management: Dealing with Workplace Incidents 18:20 Foundations of HR: Importance of Policies and Agreements 21:31 Cost of Neglect: Financial Implications of Poor HR Practices 23:15 Changing Perceptions: The Role of HR in Organizations 23:37 Building a Care Culture in the Workplace 25:28 Effective Communication and Leadership 29:01 Navigating Workplace Challenges 30:44 Evolving Business Models and Pricing Strategies 34:01 Understanding Financials for Business Success 37:17 Challenges Facing SMEs in 2024 39:46 Creating a Supportive Work Environment 43:22 Incentivizing Employee Performance
Dec 01, 202448:34
How do I automate my business with AI? - Marcus Longone

How do I automate my business with AI? - Marcus Longone

Podcast guest Marcus Longone Financial Adviser and Director of https://theinsuranceguy.nz/ Chapters 00:00 The Rise of AI in Insurance 03:09 Automating Administrative Tasks with AI 06:11 Customizing AI for Business Needs 08:58 Integrating AI with Insurance Platforms 12:08 The Importance of Pricing in Insurance 15:17 Navigating Client Consultations 17:59 Building Trust and Value in Advisory Services 30:13 Building Trust and Authority in Insurance 31:53 The Role of AI in Financial Decision Making 34:43 Creating Effective AI Workflows 37:23 Enhancing Client Interactions with AI 41:09 Automating Claims Management 45:47 Streamlining Client Communication and Retention
Nov 28, 202452:54
Is Buying Life Insurance Online A Scam? - Ananya Narayan

Is Buying Life Insurance Online A Scam? - Ananya Narayan

Ananya Narayan is a financial adviser and director at: https://kiwiananz.com/ Chapters 00:00 The Journey into Insurance 03:18 Understanding Diabetes and Its Impact 06:13 Managing Diabetes: Lifestyle and Medication 09:17 The Role of Thyroid in Health 12:21 Insurance Challenges for Diabetics 15:11 Navigating Insurance Options with Diabetes 18:28 Cultural Perspectives on Diet and Diabetes 21:22 The Importance of Education in Health and Insurance 29:58 Understanding Trauma Cover and Underwriting 36:50 The Importance of Proper Medical Disclosure 39:51 Navigating Insurance as a Migrant in New Zealand 44:31 Cultural Integration and Professional Growth 52:23 Tenancy Disputes and Court Experiences
Nov 24, 202455:10
Money Talks: How to Make It Work for You (Not Against You) - Pamela Adelekan

Money Talks: How to Make It Work for You (Not Against You) - Pamela Adelekan

Podcast guest Pamela Adelekan Founder and Senior Financial Adviser at  https://advisenow.co.nz/ Chapters 00:00 Introduction to Financial Services 00:32 The Drive for Financial Freedom 02:47 Understanding Mortgages and Financial Literacy 06:13 Behavioral Aspects of Financial Management 09:26 Personal Financial Strategies and Accounts 12:09 Navigating Shopping and Financial Conversations 15:16 Starting a Business in Financial Advisory 18:57 Marketing and Building a Personal Brand 22:47 Authenticity in Social Media and Handling Criticism 26:40 Navigating Unwanted Attention 30:57 Empowerment Through Self-Respect 33:18 Valuing Your Worth 35:04 The Power of Partnerships 38:00 Building Trust Through Authenticity 46:12 Financial Freedom Tips
Nov 19, 202449:43
My Dad Fought Cancer, I Fought to Save His Business - Roma Samy

My Dad Fought Cancer, I Fought to Save His Business - Roma Samy

Podcast guest Roma Samy Director of : https://www.romaandco.co.nz/ Chapters 00:00 Understanding Financial Literacy Gaps 04:09 Personal Journey and Financial Awareness 06:57 The Role of Financial Advisors 10:08 Navigating Property Investment 12:52 Challenges in Property Management 15:55 The Impact of Personal Circumstances on Financial Planning 18:43 Transitioning to Financial Advisory 21:50 The Importance of Genuine Client Relationships 22:59 Navigating Corporate Values and Personal Business Ethics 24:33 The Importance of Financial Planning 26:15 Realities of Financial Strain During Health Crises 28:28 Insurance and Medical Support: A Lifeline 30:58 The Struggles of Business Owners in Crisis 35:34 The Burden of Business Ownership and Personal Assets 40:27 Empowering Financial Literacy and Planning 46:16 Self-Insurance: Preparing for the Unexpected
Nov 14, 202447:29
I Never Heard From Her Again - Shakeel Lal

I Never Heard From Her Again - Shakeel Lal

Podcast guest Shakeel Lal Director of https://haloadvisers.co.nz/ Chapters 00:00 Humble Beginnings and Resourcefulness 03:13 Navigating School Life and Early Entrepreneurship 06:14 The Move to New Zealand and Cultural Adjustments 09:23 Pursuing Education and Career Aspirations 12:10 Work Experience and Building a New Life 15:20 Transitioning from Architecture to Insurance 18:14 Building Connections and Overcoming Challenges 24:30 Navigating Loss and Grief 28:57 The Awakening to Insurance's Importance 30:14 Facing Tragedy as an Advisor 33:48 Empathy in Client Interactions 35:32 The Impact of Money on Relationships 40:55 Structuring Business Affairs 48:09 Understanding Business Insurance Essentials
Nov 12, 202456:33
Having To Work While Watching My Sister Die - Andrew Hendricks

Having To Work While Watching My Sister Die - Andrew Hendricks

Podcast guest Andrew Hendricks director: https://www.hencoz.co.nz/ Chapters 00:00 Growing Up in Africa: A Challenging Childhood 03:10 The Impact of Fatherlessness on Identity 06:12 Finding Purpose: The Turning Point of Fatherhood 09:15 Navigating Early Career Challenges 12:15 From Factory Work to Corporate Success 15:11 Insights from Underwriting: Understanding Risk 22:06 Understanding the Role of Advisors and Underwriters 23:32 Managing Client Expectations in Underwriting 25:19 Building Context for Underwriting Decisions 29:29 Navigating Health Conditions and Insurance Premiums 33:16 The Impact of Insurance on Life and Grief 37:01 The Reality of Serious Illness and Financial Strain 38:49 Personal Experiences with Cancer and Caregiving 45:41 Supporting Families During Health Crises 49:35 Checklist for Choosing the Right Insurance Coverage
Nov 07, 202451:14
Is Buying an Insurance Book Right for You? Here’s What You Need to Know - Mike Tonks

Is Buying an Insurance Book Right for You? Here’s What You Need to Know - Mike Tonks

Podcast guest Mike Tonks Director of: https://www.rmafinancial.co.nz/team/mike-tonks/ Chapters 00:00 Investing in Business: A Personal Journey 03:32 Navigating Commercial Lending and Initial Investments 06:31 Building Trust with New Clients 09:27 The Importance of Client Relationships 12:26 Evaluating the Right Book of Business 15:16 Maximizing Value in Client Bases 18:42 Marketing Strategies for Young Families 21:17 The Gateway Products in Insurance 24:46 The Dynamics of Health Insurance Marketing 28:08 Understanding Insurance Commissions and Client Needs 31:02 The Importance of Comprehensive Coverage 33:02 Navigating Client Conversations on Affordability 34:40 The Impact of Claims on Client Retention 37:44 The Value of Health Insurance in Critical Situations 40:42 Innovations in Health Insurance Products 43:26 Public Perception of Health Insurance Post-COVID 43:54 Adapting Business Strategies in Economic Downturns 46:40 Leading Through Challenges and Maintaining Morale
Nov 06, 202449:54
The Problem with Traditional Financial Advice with Scott Innes

The Problem with Traditional Financial Advice with Scott Innes

Podcast guest Scott Innes Director of https://www.moneymaverick.nz/ Chapters 00:00 Introduction to Business Models in Finance 03:13 Understanding Financial Consulting and EAP Services 05:58 Navigating Client Perceptions and Industry Education 08:59 The Impact of Life Events on Financial Decisions 12:11 Challenges in Financial Planning and Retirement Awareness 15:08 Couples and Financial Communication 18:11 Tailoring Financial Advice to Individual Needs 20:48 The Role of Employers in Financial Well-being 24:06 Finding the Right Problem to Solve 28:31 Feedback and Client Engagement 30:18 Understanding KiwiSaver and Investment Strategies 32:45 Navigating Financial Advice and Client Relationships 34:35 Structuring Financial Consultations for Better Outcomes 37:56 The Importance of Action Points in Financial Planning 40:47 Motivation vs. Discipline in Financial Decisions 43:43 Breaking Down Financial Barriers and Stigmas 46:34 The Need for Financial Literacy in Education
Oct 31, 202451:08
The Ultimate Guide To Business Insurance in NZ - Jamie Norton

The Ultimate Guide To Business Insurance in NZ - Jamie Norton

Podcast guest Jamie Norton Financial Adviser at: https://www.rmafinancial.co.nz/team/jamie-norton/ Chapters 00:00 Overview of Business Insurance Options 02:51 Understanding Shareholder Protection 06:07 Key Person Cover Explained 08:53 Group Insurance Schemes for Employees 11:54 The Value of Employee Benefits 15:00 Navigating Group Insurance Policies 17:59 The Role of Advisors in Insurance 20:58 Addressing Employer Concerns 24:03 The Importance of Regular Reviews 26:52 Claiming and Pricing in Group Insurance 29:57 Final Thoughts on Business Insurance 37:42 Navigating Business Ownership After Loss 42:08 Understanding Shareholder Protection Policies 47:01 The Importance of Key Person Insurance 55:02 Income Protection and Business Continuity 59:49 The Role of Insurance in Crisis Management
Oct 29, 202401:02:30
I Was 19 When Dad Killed Himself - Avi Kumar

I Was 19 When Dad Killed Himself - Avi Kumar

Podcast guest Avi Kumar Financial Adviser: https://coconutinsurance.co.nz/ Chapters 00:00 The Meaning of Life and Personal Connections 02:50 Cultural Heritage and Identity 06:04 School Life and Bullying Experiences 09:11 Family Responsibilities and Grief 11:58 Navigating Life After Loss 15:07 Understanding Grief and Moving Forward 17:57 Reflections on Love and Relationships 20:58 Dancing Through Life 24:03 Nurturing Long-Term Relationships 24:56 Exploring Relationships and Communication 26:57 Navigating Parenthood and Partnership 29:27 Understanding Mental Health and Masculinity 32:04 The Importance of Emotional Expression 34:16 Empowerment and Self-Discovery 40:10 Finding Purpose and Community 43:01 The Art of Follow-Up and Relationship Building
Oct 27, 202450:56
From Cold to Gold: Turning Outreach into Business Growth With Nick Sevta

From Cold to Gold: Turning Outreach into Business Growth With Nick Sevta

Podcast guest Nick Sevta Managing Director of https://www.fundr.co.nz Chapters 00:00 The Art of Cold Outreach 10:29 Navigating Economic Challenges 15:47 Understanding the Lending Landscape 27:14 Navigating Debt and Asset Disposal 30:22 Understanding Interest Rates and Economic Impact 34:08 Securing Funding: The Application Process 39:10 Improving Credit Ratings and Financial Literacy 47:07 Supporting SMEs: The Role of Fundr
Oct 24, 202450:19
Scaling Your Financial Services: Lessons from Building a 388-Advisor Network With Keith Kerr

Scaling Your Financial Services: Lessons from Building a 388-Advisor Network With Keith Kerr

Podcast guest Keith Kerr Director of https://www.mysolutions.nz/ and Wealth Adviser at https://www.financialsolutionz.co.nz/
Oct 22, 202439:09
Income Protection 101: Everything You Need to Know with Paul Bate

Income Protection 101: Everything You Need to Know with Paul Bate

Podcast guest Paul Bate Director of https://simplylife.nz/ Chapters 00:00 Understanding Income Protection 02:54 The Importance of Coverage 05:48 Real-Life Impacts of Illness 08:59 Navigating Claims and Underwriting 11:54 Income Protection vs. Mortgage Protection 14:58 Self-Employed Considerations 17:56 The Role of Trauma and TPD Insurance 20:51 Maximizing Benefits and Coverage 23:55 The Cost of Insurance and Budgeting 26:56 Final Thoughts on Income Protection
Oct 20, 202453:30
Growing A Financial Advisory Brand - Rochelle Carly

Growing A Financial Advisory Brand - Rochelle Carly

Podcast guest Rochelle Carly Co-Founder of https://www.randpinsurance.co.nz/ Chapters 00:00 The Power of Marketing in Financial Advice 02:49 Building a Personal Brand and Niche 05:44 Understanding Your Target Audience 10:11 Navigating Personal Challenges and Resilience 15:08 Health, Wellbeing, and Insurance Education 20:42 Empowering Women and Community Engagement 24:25 Addressing Women's Health Issues 29:08 Overcoming Hyper-Independence in Relationships 32:32 Content Creation and Social Media Strategy 40:12 Team Dynamics and Business Growth 48:33 Preparing for a Career in Financial Advice
Oct 17, 202451:10
Lead, Motivate, and Inspire a Team of 50 Financial Advisers with Alana Collinson

Lead, Motivate, and Inspire a Team of 50 Financial Advisers with Alana Collinson

Podcast guest Alana Collinson is the operations manager of: https://www.financialindependence.co.nz/ Chapters 00:00 Building a Strong Team Culture 03:02 Hiring for Values vs. Performance 06:00 Creating a Collaborative Environment 08:57 Managing Underperformance and Expectations 12:08 The Importance of Clear Communication 15:10 Training and Development for New Advisors 17:53 Understanding Client Psychology 21:02 Navigating Client Objections 24:01 The Economics of Insurance Advisory 26:56 Integrating Life and General Insurance 29:56 Building a Custom CRM System
Oct 15, 202439:27
Building a Business To Sell with Jimmy Lin

Building a Business To Sell with Jimmy Lin

Jimmy Lin, CA, Risk and Business Valuation Specialist For Proficio:  https://proficio.co.nz/business-valuation-home/ Chapters   00:00 Understanding Business Valuation 03:03 The Role of Intangible Assets 06:10 Valuation Process and Methodologies 09:12 Preparing for Business Sale 12:00 The Importance of Accurate Financials 14:53 Market Trends and Valuation Ranges 17:55 Marketing and Client Relationships 20:56 Affordable Valuation Services for SMEs 24:02 Recurring Revenue and Business Growth 27:01 Valuation for Future Planning 29:58 Valuation in Legal and Financial Contexts 33:03 The Impact of Brand and Reputation 35:59 Continuity and Shareholder Dynamics 39:07 Building a Valuable Business 41:46 Navigating Business Sales and Acquisitions 45:11 Understanding Tax Implications 47:50 The Future of Business Valuation
Oct 10, 202401:00:29
Building a Personal Brand on LinkedIn With Avinash Kumar

Building a Personal Brand on LinkedIn With Avinash Kumar

Avinash Kumar: “I help people get covered | Coconut Lover | LinkyLand Junkie | Financial Advisor | Expert in Insurance”: https://haloadvisers.co.nz/     Chapters   00:00 The Journey Begins: From Debt Collection to LinkedIn Success 03:00 Building a Personal Brand on LinkedIn 06:01 Transitioning to Insurance: Challenges and Triumphs 08:58 The Art of Connection: Engaging with Clients 12:07 Sales Strategies: From Cold Calls to Warm Leads 14:56 Creating Meaningful Relationships in Business 18:02 Navigating the Insurance Landscape 20:58 The Power of Community and Authenticity 24:02 Overcoming Objections: The Human Element in Sales 26:54 The Importance of Follow-Up and Persistence 29:57 Finding Balance: Work, Family, and Personal Growth 33:08 Final Thoughts: Embracing the Journey
Oct 08, 202449:55
Creating Unforgettable Client Experiences With Yang Gu

Creating Unforgettable Client Experiences With Yang Gu

Yang Gu is a father, a husband, a business owner, a leader, a strategist and an insurance legend: https://www.yourgeneration.co.nz/ Chapters 00:00 Creating Unforgettable Client Experiences 03:08 Tailored Advice and Understanding Client Needs 05:58 Navigating Objections and Value Perception 09:08 Engaging Multiple Decision Makers 12:03 Building Rapport and Creating a Comfortable Environment 14:52 Presenting Advice Effectively 17:53 Retention Through Exceptional Service 20:47 Catering to Diverse Client Backgrounds
Oct 06, 202426:22
The Pillars of a Fulfilling Life with Willi Olsen

The Pillars of a Fulfilling Life with Willi Olsen

Guest is Willi Olsen Director of https://www.lifecovered.nz/ Chapters 00:00 Transformative Literature: The Power of Eulogies 02:54 Cultural Perspectives on a Fulfilling Life 05:55 The Evolution of Values Through Life Stages 08:44 The Importance of Deep Friendships 11:53 Navigating Life's Challenges: The Role of Support 14:51 Mindset and Resilience in Overcoming Adversity 17:43 The Dangers of Victimhood Mentality 20:51 Business Lessons: Accountability and Growth 23:42 Finding Joy in Meaningful Conversations 27:00 Building Relationships in Business 30:10 The Impact of Personal Experience on Professional Life 32:58 The Role of Insurance in Financial Security 36:01 Real-Life Claims: The Human Element of Insurance
Oct 01, 202445:12
The NZ Guide To Financial Freedom
Sep 29, 202421:13
Helping People Through Their Final Moments - Jason Venu

Helping People Through Their Final Moments - Jason Venu

Jason Venu, Founder & Managing Director at Coversure: https://coversure.co.nz/ Chapters 00:00 The Journey into Sales 03:18 Building Genuine Connections in Sales 06:16 The Importance of Attitude in Hiring 09:12 The Mission of Coversure 12:13 Real-Life Impact of Insurance 16:17 Navigating Emotional Challenges in Insurance 19:10 The Reality of Uninsured Families 22:04 Educating Clients on Financial Risks 25:13 Changing Perceptions of Insurance 28:24 The Value of Self-Insurance 31:24 The Power of Storytelling in Sales 34:18 Conclusion and Reflections on Value
Sep 26, 202439:15
Turning Money into Meaning With Nicole Middleton

Turning Money into Meaning With Nicole Middleton

Nicole Middleton is a money confidence speaker, financial adviser and owner of https://www.wealthcraft.co.nz/ Instagram: https://www.instagram.com/wealthcraft.nz/ https://www.tiktok.com/@wealthcraft.nz/ Email: hello@wealthcraft.co.nz Chapters 00:00 From Life Coaching to Financial Advising 03:32 The Power of Mindset and Choices 06:39 Identifying Joy and Purpose 09:31 Self-Awareness and Human Connection 12:29 Navigating Relationships and Pain 15:16 The Pursuit of Happiness and Autonomy 18:28 The Role of Money in Happiness 21:14 Transitioning to Financial Advising 24:24 Building a Brand and Community 27:19 Advice for Newcomers in the Industry 30:25 Balancing Openness and Boundaries
Sep 24, 202450:16
I Never Met My Father- Andre-Paul Stokes

I Never Met My Father- Andre-Paul Stokes

Podcast guest Andre-Paul Stokes: https://mainz-ltd.com/ Chapters 00:00 Family Dynamics and Unknown Biological Father 04:41 Feeling Like an Outsider 06:23 School Experience 09:02 Coming to Terms with the Past 09:52 Journey to Self-Acceptance 12:20 Building a Family and Leaving a Legacy 19:12 Resistance to Change in Farming Practices 22:14 Traumatic Realities of Farming 24:40 Deer Farming and Rustling 25:46 The Antler Business 26:28 The Process of Harvesting Antlers 27:00 The Demand for Antlers 27:12 The Dangers of Deer 28:11 Handling Deer 29:21 Adventurous Times 31:13 Changes in Safety and Political Correctness 32:39 Changes in Car Safety 34:10 Finding a New Calling 36:09 Starting a Business 36:59 Cold Calling for Clients 37:58 Developing the Ability to Cold Call 42:12 Helping Clients with Budgeting and Insurance 44:56 Consumerism and Branding 49:02 The Importance of Doing Numbers 52:14 The Influence of Others 52:52 Reflection on Life and Work
Sep 22, 202452:59
How To Build A High Performing Sales Team With Jason Lloyd

How To Build A High Performing Sales Team With Jason Lloyd

Podcast guest Jason Lloyd: https://vegalend.co.nz/jason-lloyd Chapters 00:00 The Journey into Automotive Training 03:31 Role Play: A Tool for Sales Training 06:30 Understanding Client Needs in Sales 09:33 Navigating Objections in Sales 12:15 The Importance of Empathy in Sales 15:13 Identifying Customer Personalities 18:29 Health vs. Income Protection: A Balancing Act 21:18 Real-Life Impacts of Insurance 24:36 Overcoming Trust Issues in Insurance 27:13 The Role of Advisors in Client Education 30:40 Debunking Myths in the Insurance Industry 33:13 The Value of Regular Reviews 35:34 Personal Stories that Shape Beliefs 36:04 The Importance of Product Knowledge 39:07 Understanding Policy Wording and Changes
Sep 19, 202446:21