Kiwi Adviser Network

Kiwi Adviser Network Empowering financial advisers
to do their best work through seamless aggregation and compliance.

Wellington & Christchurch, you were awesome! 🙌What a week it’s been for KAN PD Days!After kicking things off in Hamilton...
04/09/2026

Wellington & Christchurch, you were awesome! 🙌

What a week it’s been for KAN PD Days!

After kicking things off in Hamilton last week, we’ve now wrapped up Wellington and Christchurch, and the feedback has been incredible. The rooms were buzzing, the crowds were bigger than ever, and it’s been awesome seeing so many of our advisers getting involved, connecting and taking plenty away from the day.

Across Hamilton, Wellington and Christchurch, we’ve seen record numbers, making this our biggest PD Day turnout yet! 🎉

A huge thank you to our incredible sponsors and speakers for helping make these days what they are. Your support, insights and energy are a massive part of the success of our PD Days, and we couldn’t do it without you.

And now… Auckland, you’re up! 👀

With our Auckland PD Day officially SOLD OUT, we’re looking forward to finishing the series with a bumper day!

See you there! 🚀

Hamilton, you were a good one! 🧡Our first KAN PD Day for 2026 is officially done and dusted! 🎉A huge thank you to everyo...
27/08/2026

Hamilton, you were a good one! 🧡

Our first KAN PD Day for 2026 is officially done and dusted! 🎉

A huge thank you to everyone who joined us in Hamilton - our advisers, speakers, partners and team. We loved kicking off the PD Day series with you and hope you took away plenty of insights, ideas and practical tools to put into action.

And we’re only getting started…

📍 Christchurch & Wellington - we’re coming for you next week!

We can’t wait to do it all again. 🙌

More ways to build a quote that actually reflects your recommendation 🙌Optional add-ons are now live in Trail Research.W...
24/08/2026

More ways to build a quote that actually reflects your recommendation 🙌

Optional add-ons are now live in Trail Research.

With 200+ add-ons across 9 providers, you can customise products with the features you recommend and see your estimated premium update as you go.

Selected add-ons pull through to your PDF report so your client can see exactly what you are recommending. And if there are add-ons you use regularly, you can save them as a default for future quotes.

Log into Trail Research to give it a try, or flick the Trail Support team a message if you need a hand.

🔗 [email protected]

20/08/2026

The police skills every adviser needs 🤝

The latest KAN Podcast is with Brad Whitfield from Discovery Financial Services, who spent 10 years in the police before making the jump into mortgage advice. He is now four years in, running the mortgage side at Discovery on his own.

Warwick sits down with Brad to break down what actually transferred from the frontline into client meetings, and what he had to unlearn about being "staunch" with people going through one of the biggest financial decisions of their lives.

In this episode we cover:

• The interviewing framework Brad brought from the police straight into his mortgage client meetings
• The pizza delivery moment that taught him everything about de-escalation
• The 6 to 12 month emergency fund he tells every new adviser to build before making the jump
• Why the referrals do not really start rolling in until year two
• Why the ex-police pool is one of the most underrated sources for new advisers
• How to spot when a client is holding something back in a mortgage application

If you are thinking about the leap into advice, running a growing brokerage, or curious what the industry looks like through a completely different professional lens, this one is worth a listen.

🎧 Listen now
Spotify: https://open.spotify.com/episode/1JAEwGtK6srts7ptYW1oQp?si=lOrCB3eCTEqwtUsZF_HuxQ
YouTube: https://youtu.be/46ylqPcUBC8

18/08/2026

📊 One less tab for insurance advisers to keep open.

Trail Research pulls your client data straight from the CRM, so you can compare policies and quote without ever leaving Trail.

✅ Pulls your client data from Trail automatically
✅ Compares policies in one place
✅ No more double-handling of data

Keen to see how it works? Click the link below, or flick the Trail Support team a message if you need a hand.

📧 [email protected]
🔗 https://intercom.help/gettrail/en/articles/14648534-what-is-trail-research

🎥 Zoom is now on Trail!Your Zoom meetings were the odd one out. Not any more.Trail's meeting bot could already join your...
16/08/2026

🎥 Zoom is now on Trail!

Your Zoom meetings were the odd one out. Not any more.

Trail's meeting bot could already join your Google Meet and Microsoft Teams calls. Now it joins your Zoom ones too, doing the same work it does across everything else.

🎥 Joins your Zoom meetings automatically
📝 Transcribes the conversation
📁 Files it against the right client
✨Creates your meeting summary
📋Works with your existing custom templates

No links to paste, no recording to remember to start, no extra admin.

Connect Zoom in your Trail settings, or flick the Trail Support team a message if you need a hand.

📧 [email protected]

6 months of beta. Hundreds of adviser interactions. Plenty of feedback.Trail Research was built specifically for insuran...
13/08/2026

6 months of beta. Hundreds of adviser interactions. Plenty of feedback.

Trail Research was built specifically for insurance advisers, and every bit of feedback has helped make it faster to research products, compare cover, and find the information you actually need.

📆 1 October 2026.

Trail Research officially launches as a paid product.

The free beta continues to run for the next two months. If you haven't tried it yet, this is the time to jump in and see what it can do.

More to come 👀

11/08/2026

📄 Bank handover forms, done in seconds.

Trail's AI agent now fills out your bank handover forms for you. What used to be one of the most painful admin jobs is now a few clicks.

✅ Select the lender you're applying to
✅ Choose the forms you need
✅ Let Trail's AI do the rest

Keen to try it? Click the link below, or flick the Trail Support team a message if you need a hand.

📧 [email protected]
🔗 https://intercom.help/gettrail/en/articles/12526842-using-ai-powered-bank-handover-forms-in-trail

Thinking about hiring a new mortgage adviser for your FAP? 🏡When you bring an adviser under your licence, their complian...
10/08/2026

Thinking about hiring a new mortgage adviser for your FAP? 🏡

When you bring an adviser under your licence, their compliance record, lender accreditations and any conflicts all come with them.

Which is why there are a few important questions worth asking before the offer goes out: past file reviews, previous companies, lender relationships, and anything worth flagging in their compliance record.

We've put them all together in one article 👇

🔗 https://www.kiwiadvisernetwork.co.nz/blog-pages/what-should-you-ask-a-mortgage-adviser-before-you-hire-them

KAN Conference is heading to the Gold Coast 🌴For the first time ever, we are taking KAN Conference across the ditch. Aft...
06/08/2026

KAN Conference is heading to the Gold Coast 🌴

For the first time ever, we are taking KAN Conference across the ditch. After two brilliant conferences in Auckland, we are switching things up for 2027.

📅 25-27 May 2027�
📍 Gold Coast, Australia

Three days of the whole community together, first time off-shore, and all the usual KAN energy. This is a big one and we want you there 🧡

More details landing soon 👀

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