Podcast Guest Jan Viljoen: https://jvfs.co.nz/ Chapters 00:00 Introduction and Fishing 09:03 Corruption in South Africa 15:12 Adjusting to a New Culture 31:52 Corruption in South African Politics
Podcast Guest Darren Hill: https://haven.co.nz/ Chapters 00:00 Introduction and Self-Identity 08:16 Understanding Values in Decision-Making 30:19 Navigating Difficult Moments 37:10 The Importance of Friendship 45:42 Finding Purpose and Meaning 55:10 Coping with Nerves and Challenges
Podcast Guest Brenda Nom: https://www.brendanom.co.nz/ Chapters 00:00 Introduction and Brenda's Life 08:29 Navigating the Mortgage Process 26:58 Striving for Excellence in Business 36:45 The Value of Personal Connections in the Insurance Industry 48:56 Providing Ongoing Support During Claims
Podcast Guest Lachie Marshall: https://www.kaurifs.co.nz/ Chapters 00:00 The Passion and Skills of Water Polo 07:42 Managing Stress through Exercise and Communication 11:24 The Impact of Technology on Interpersonal Relationships 22:42 Starting a Business and the Importance of Mortgages 30:05 Addressing the Housing Crisis in New Zealand 39:33 Planning for Retirement in an Uncertain Future...
Podcast Guest Tammy Hooper: https://mortgageaccess.co.nz/ Chapters 00:00 Growing Up in South Auckland 11:45 Leaving an Unhappy Relationship 36:56 The Power of Setting Goals 43:30 Maintaining Boundaries for Self-Care
Podcast Guest John White: https://www.ohagans.net.nz/ Chapters 00:00 Unpacking the Effects of Caffeine and Energy Management 08:10 Finding Healthy Outlets for Anger 15:40 The Influence of Upbringing on Behavior 33:27 Embracing Generational Differences 42:12 First-Hand Holding Experiences 48:12 The Wisdom of Confucius
Podcast Guest Nicki Kane https://planningpros.co.nz/ Chapters 00:00 Attracting Attention at Trade Shows 07:09 Mental Health in the Beauty Industry and Isolated Farming Communities 12:50 The Impact of Marketing on Self-Worth 25:54 Providing Knowledge and Understanding in the Insurance Industry
Podcast Guest Details: https://www.advice4life.co.nz/carl-drummond/ Chapters 00:00 From Aussie Rules to Rugby 07:09 Lessons from the Corporate World 14:17 The Role of Passion and Ambition 31:28 The Importance of Activity and Structure 43:25 The Role of Authenticity in Sales
Podcast Guest Matt Golding: https://www.futurewealth.nz/ Chapters 00:00 Introduction and Matt's Passion for Golf 01:19 Improving Performance in Golf: Pressure and Experience 07:45 Money and Choices: The Value of Financial Responsibility 13:37 Faith and Love: Connecting with a Higher Power 32:40 The Evolution of Friendships as We Age 34:38 Navigating Success and Difficult Conversations 49:28 The Importance of Insurance for Financial Security...
Podcast Guest Dan Murphy: https://insurancelinkotago.co.nz/about/ Chapters 00:00 Introduction and First Experiences on Radio 02:06 Overcoming Fear and the Thrill of Radio 03:10 The Goal of Radio Content and the Sausage Factory 04:59 Understanding the Audience and Creating Good Radio 07:59 Segmenting Radio Stations and the Challenges of Advertising 09:26 The Value of Radio Ads and the Challenges of Measuring ROI 11:20 Creating Compelling Ads and the Power of Education 14:07 The Importance of Cons...
Podcast guest Tim Fairbrother: https://rivalwealth.co.nz/financial-advice-provider-rival-wealth-2/ Chapters 00:00 Farming Background and Family History 04:33 Lessons from Parents and Upbringing 08:38 Leadership, Positive Reinforcement, and Communication 14:15 Creating a Flexible Work Environment 23:33 Planning for Growth and the Future 25:29 Building Relationships and Personal Conversations in Financial Advisory 27:41 The Role of a Financial Advisor as a Life Coach 30:10 The Value of Feedback an...
Podcast guest: https://theinsuranceguy.nz/ Chapters 00:00 Sleep Deprivation and Baby Sleep Strategies 02:40 The Secret Club of Parenthood 03:19 The Significance of Children's Birthdays 04:47 Debating Burt and Ernie's Sleeping Arrangements 05:48 The Role of Technology in Parenting 13:28 AI and Administrative Tasks 31:19 The Magic of Doing the Work 32:41 Streamlining Content Creation with Video Editing 33:41 Offloading Tasks and Focusing on Proficiency 34:48 Overcoming the Fear of Failure ...
Podcast guest Wayne Head: https://stratusnz.nz/ Chapters 00:00 Interest in Learning and Improving as an Advisor 02:35 Understanding Individual Client Needs 07:18 Designing an Ideal Financial Advisory Business 08:20 Helping People and Making a Difference 10:29 Fundamentals of a Successful Financial Life 11:38 Money Management and Behavioral Issues 14:57 Choices and Decision-Making with Money 17:02 Saving and Investing for the Future 17:43 Understanding Risk and Return in Investments 26:41 The Val...
Guest Sue Aitken: https://sjamortgages.co.nz/ Chapters 00:00 Creating Distance and Setting Boundaries 04:09 Celebrating Successes and Solving Problems 07:04 The Importance of Compassion and Understanding 10:10 Learning from Personal Experiences 12:13 Setting Boundaries and Managing Expectations 15:20 Trusting the Gut Feeling 22:37 Managing Expectations and Delegating Tasks 24:21 Being Selective in Helping Others 26:19 Setting Boundaries and Valuing Yourself 30:45 Navigating Self-Worth and Chargi...
Kody Thompson: https://www.wrkpod.com/ Chapters 00:00 Introduction and Farm Life 03:06 Experiences with Animals and Death 04:25 Introducing Kids to Death 05:06 The Psychology of Crying Babies 06:09 Manipulative Behavior of Children 07:17 Loving a Child Despite Annoyances 09:10 Upbringing and Divorce 10:33 Perceiving Trauma and Moving On 11:29 The Influence of Past Experiences 13:59 Balancing Past and Future Focus 15:14 Awareness of Past for Present Understanding 17:18 Preparing for Marriage 21:5...
Andrew Lavulavu: https://homeownership.org.nz/ Chapters 00:00 Efficient Business with AI 01:53 Philosophical Question on AI Consciousness 04:25 Human Connection and Value in AI 06:14 The Value of Personalization and Human Touch 09:07 The Cost and Value of AI Relationships 09:53 Adapting to Life Events and Empathy in Advice 11:23 The Evolution of Business Models 12:25 The Role of Humans in Driving AI 13:14 Efficiency and Scale in Business 14:32 The Shift to Remote Work and Efficiency 15:23 Incorp...
Rose Ross: https://www.mikepero.co.nz/mortgage-broker/tauranga/rose-ross Chapters 00:00 Introduction and Background 01:48 Traveling and its Impact 05:21 Marriage and Family 06:54 The Rewards and Challenges of Motherhood 09:58 Personal Development through Parenting 12:10 Transitioning into a Career as a Financial Advisor 15:11 Working with a Spouse 22:25 Advice for Young Mothers Returning to Work 24:10 Managing Different Types of Work 25:27 Structuring the Day for Productivity 26:54 Efficiency an...
Richard Renfrew: https://www.lyfords.co.nz/ Chapters 00:00 Do fish have consciousness? 00:26 The plight of animals and dissociation 02:52 The downfall of humanity and inherent goodness 05:03 Optimism vs. pessimism 05:19 Creating a smaller bubble 05:50 The fascination with polar bears 06:40 The peaceful nature of harsh animals 09:08 Differences in power and relationships 10:29 Equitable relationships and agreements...
Podcast guest details Peter Barry: https://mortgagelink.co.nz/find-an-adviser/mortgage-link-hawkes-bay/peter-barry/ Chapters 00:00 Introduction and Decision to Stop Drinking 02:44 Confronting Life Without Drinking 06:15 Finding Happiness and Meaning 08:14 Overcoming Fear of Missing Out 10:52 Navigating Social Interactions 15:23 Exclusion and Self-Discovery 22:42 Striving for Balance and Personal Growth 26:15 Navigating Passion and Responsibility as a Father 28:19 Parenting and Allowing Mistakes ...
Podcast guest Chris Batisan: https://streamgold.nz/meet-the-team/ Chapters 00:00 Upbringing in the Philippines 02:35 Transition to Entrepreneurship 05:35 Starting a Donut Franchise 08:34 Setting Up an Internet Cafe 11:45 Challenges of Starting Over in New Zealand 15:37 Finding Community and Overcoming Loneliness 23:39 Maintaining Love and Connection with Family 25:41 Reuniting with Family in New Zealand 27:36 Overcoming Financial Challenges and Pride 31:34 Corruption and Poverty in the Philippin...
Guest, Brian William Burgess: https://www.swainwoodham.co.nz/ Chapters 00:00 Starting a Company in 1996 02:55 Referrals and Building Relationships 05:01 The Value of Insurance and What Clients Buy 07:58 Developing Financial Advisors 11:47 Dealing with Emotional Situations 15:52 The Role of Insurance in Healthcare 19:56 Understanding the Client and Product Features 21:47 Understanding Clients' Concerns 22:15 Simplifying Complex Concepts 23:01 The Power of Storytelling 24:04 The Impact of Stor...
Guest details Peter Wilmot: https://mortgagelink.co.nz/find-an-adviser/mortgage-link-whakatane/peter-wilmot/
Guest details Christopher Boon: https://ains.nz/ Chapters 00:00 Introduction and Company Overview 02:09 Business Models and Licenses 03:09 Staff and Roles 05:39 Joint Venture 07:28 Partnerships for Insurance Brokers 08:15 Complementary Combination of Mortgage and Insurance 10:33 Selling Insurance and Convincing Clients 11:09 Identifying Risks and Needs 12:06 Determining Optimum Level of Cover 13:33 Building Personal Protection Plans 15:01 Adjusting Insurance Over Time 16:36 Importance of Health ...
Kyle McElwain: https://kylemcelwain.co.nz/ Takeaways Investing in meaningful relationships has a high return on investment. Money can make life easier, but it doesn't guarantee happiness. Loyalty is important in both personal and business relationships. Transparency and communication are key in maintaining trust in corporate environments. The distribution of wealth should be more equitable. The perception of value is often based on status and branding. Apple products create a consistent user...
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 education, and buildin...
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 ability to not take it...
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 insurance industr...
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: Martin's love for...
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 and a focus o...
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 carefree lifes...
