New Zealand’s leading mortgage and insurance aggregator
KAN’s mortgage and insurance aggregation partners you with high quality technology, products, training, and advice to unlock your time and help you achieve long-term business success.


Since working with KAN…
Partner with the widest range of lenders and insurers in New Zealand
Commission Rates
Top commission rates, with commission paid daily
Partner Information
Find out more about the 30+ top lending and insurance providers we work with
Regular Training
Regular product and financial advice training
Build a right-sized approach to compliance
KAN will help you to understand New Zealand’s financial services legislation, as well as designing, testing, and evidencing your approach to compliance.


Tailored Software for New Zealand financial advisers
KAN is the exclusive aggregation partner of Trail, which is New Zealand's leading CRM software for mortgage, insurance, and KiwiSaver advisers.
Our concierge onboarding process makes switching aggregators easy
At KAN, we have simplified the process of switching aggregators to ensure your accreditations, compliance, and business data are transferred without any downtime, and minimal effort on your part.
01
DISCOVER
Explore our solution
Initial 1-hour consultation
See if your business is the right fit
Receive KAN Proposal document
02
APPLY
Submit initial information
Approve proposal
Complete online application for your business
Pay initial onboarding fee
Receive KAN commercial agreements
03
Complete application process
Sign and return commercial agreements
Complete online applications for the advisers in your business
Give notice to your current aggregator
04
Transition to KAN
Compliance assurance plan (CAP) meeting
Apply for FAP licence (if applicable)
Set up your Trail account
Finalise accreditation transfers
05
You're Set!
Year-round client support
CPD webinars, PD days and conference
On-call software and compliance support
6-monthly file reviews
6-monthly FAP compliance check-in

Speak to our team about your options.
















