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 ...
Dec 19, 2024•57 min•Transcript available on Metacast 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 Busine...
Dec 17, 2024•55 min•Transcript available on Metacast 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, 2024•31 min•Transcript available on Metacast 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 B...
Dec 10, 2024•54 min•Transcript available on Metacast 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 Perspectiv...
Dec 08, 2024•1 hr 2 min•Transcript available on Metacast 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 Book...
Dec 05, 2024•1 hr 7 min•Transcript available on Metacast 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 Stru...
Dec 04, 2024•46 min•Transcript available on Metacast 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 ...
Dec 01, 2024•49 min•Transcript available on Metacast 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 3...
Nov 28, 2024•53 min•Transcript available on Metacast 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:...
Nov 24, 2024•55 min•Transcript available on Metacast 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...
Nov 19, 2024•50 min•Transcript available on Metacast 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 Eth...
Nov 14, 2024•47 min•Transcript available on Metacast 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 Impor...
Nov 12, 2024•57 min•Transcript available on Metacast 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...
Nov 07, 2024•51 min•Transcript available on Metacast 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 Market...
Nov 06, 2024•50 min•Transcript available on Metacast 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 We...
Oct 31, 2024•51 min•Transcript available on Metacast 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 Gro...
Oct 29, 2024•1 hr 2 min•Transcript available on Metacast 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 Na...
Oct 27, 2024•51 min•Transcript available on Metacast 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, 2024•50 min•Transcript available on Metacast Podcast guest Keith Kerr Director of https://www.mysolutions.nz/ and Wealth Adviser at https://www.financialsolutionz.co.nz/
Oct 22, 2024•39 min•Transcript available on Metacast 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, 2024•54 min•Transcript available on Metacast 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 S...
Oct 17, 2024•51 min•Transcript available on Metacast 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 Integrat...
Oct 15, 2024•39 min•Transcript available on Metacast 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 Val...
Oct 10, 2024•1 hr•Transcript available on Metacast 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...
Oct 08, 2024•50 min•Transcript available on Metacast 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 C...
Oct 06, 2024•26 min•Transcript available on Metacast 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 Co...
Oct 01, 2024•45 min•Transcript available on Metacast You can download the book by clicking here
Sep 29, 2024•21 min•Transcript available on Metacast 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 o...
Sep 26, 2024•39 min•Transcript available on Metacast 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 R...
Sep 24, 2024•50 min•Transcript available on Metacast