HeyJaredKAN Podcast
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.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Aug 18, 2026
- Audience
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- Earliest in this view
- Jul 7, 2026
Latest episodes
59 - Police Skills Every Adviser Needs (opens the original)
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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 policing transferred straight into the advice business, and what he had to unlearn along the way. Brad pulls back the curtain on the interviewing framework he brought from the police to his client meetings, the pizza delivery moment that taught him everything ab
58 - Chasing NZ's First Advice IPO (opens the original)
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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 Invicta, to break down the playbook behind scaling to 20+ staff across three cities and where he is planning to take the business next.Lucas pulls back the curtain on the 48-hour advice turnaround Invicta is chasing, why they hire ex-athletes and ex-real estate agent
57 - What Your Advice Business Is Actually Worth in Today's Market (opens the original)
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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 the KAN Podcast to break down what really moves the needle on an advice business valuation. Simon pulls back the curtain on the line between selling a book and selling a business, why the percentage of revenue tied to the principal adviser makes or breaks the m
56 - What It Takes To Launch an Insurer in NZ (opens the original)
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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 down what the launch has actually involved and what it's taught him about how different our advice industry is from the rest of the world. Len pulls back the curtain on the mutual model that returns profits to members instead of shareholders, why NZ advisers still
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