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…
$80k+
Annual productivity gains
“The efficiencies we’ve gained in moving to KAN have been massive. We’re saving the best part of a full-time employee, which means that energy can be redirected into sales and advice.”
Claire Williamson
My Mortgage Limited
$80k+
Annual productivity gains
“The efficiencies we’ve gained in moving to KAN have been massive. We’re saving the best part of a full-time employee, which means that energy can be redirected into sales and advice.”
Claire Williamson
My Mortgage Limited
$80k+
Annual productivity gains
“The efficiencies we’ve gained in moving to KAN have been massive. We’re saving the best part of a full-time employee, which means that energy can be redirected into sales and advice.”
Claire Williamson
My Mortgage Limited
$80k+
Annual productivity gains
“The efficiencies we’ve gained in moving to KAN have been massive. We’re saving the best part of a full-time employee, which means that energy can be redirected into sales and advice.”
Claire Williamson
My Mortgage Limited
30+
Hours Saved per week
“We’ve probably cut down at least an hour and a half on every submission since joining KAN. Across hundreds of applications, it’s paid for itself many times over.”
Eugene Bartsaikin
Twine Financial Advisers
30+
Hours Saved per week
“We’ve probably cut down at least an hour and a half on every submission since joining KAN. Across hundreds of applications, it’s paid for itself many times over.”
Eugene Bartsaikin
Twine Financial Advisers
30+
Hours Saved per week
“We’ve probably cut down at least an hour and a half on every submission since joining KAN. Across hundreds of applications, it’s paid for itself many times over.”
Eugene Bartsaikin
Twine Financial Advisers
30+
Hours Saved per week
“We’ve probably cut down at least an hour and a half on every submission since joining KAN. Across hundreds of applications, it’s paid for itself many times over.”
Eugene Bartsaikin
Twine Financial Advisers
$30m+
First 6-months settlements
“KAN helped us hit the ground running with our licensing and compliance approach, which helped us to settle $30m in lending within our first 6 months in business.”
Daniel Lipman
Blueprint Finance
$30m+
First 6-months settlements
“KAN helped us hit the ground running with our licensing and compliance approach, which helped us to settle $30m in lending within our first 6 months in business.”
Daniel Lipman
Blueprint Finance
$30m+
First 6-months settlements
“KAN helped us hit the ground running with our licensing and compliance approach, which helped us to settle $30m in lending within our first 6 months in business.”
Daniel Lipman
Blueprint Finance
$30m+
First 6-months settlements
“KAN helped us hit the ground running with our licensing and compliance approach, which helped us to settle $30m in lending within our first 6 months in business.”
Daniel Lipman
Blueprint Finance
“Old school” broking methods no longer meet the needs of modern clients
“Old school” broking methods no longer meet the needs of modern clients
Relying on outdated sales techniques, ignoring the regulatory environment, and manual record keeping fail to earn the trust of today’s consumers. The adviser market has fundamentally changed, and most advisers still haven't updated the way they do business.
This leads to several common problems that most financial advisers have when they first come to KAN:
Relying on outdated sales techniques, ignoring the regulatory environment, and manual record keeping fail to earn the trust of today’s consumers. The adviser market has fundamentally changed, and most advisers still haven't updated the way they do business.
This leads to several common problems that most financial advisers have when they first come to KAN:
"I don't know how to apply for and maintain my FAP licence”
"I don't know how to apply for and maintain my FAP licence”
“We want to diversify our revenue streams, but don’t know where to start”
“We want to diversify our revenue streams, but don’t know where to start”
“We want to diversify our revenue streams, but don’t know where to start”
“We want to diversify our revenue streams, but don’t know where to start”
“I’m struggling to find and retain good advisers”
“I’m struggling to find and retain good advisers”
“I’m struggling to find and retain good advisers”
“I’m struggling to find and retain good advisers”
“We’re having trouble right-sizing our compliance approach so that we aren't bogged down in admin”
“We’re having trouble right-sizing our compliance approach so that we aren't bogged down in admin”
“We’re having trouble right-sizing our compliance approach so that we aren't bogged down in admin”
“We’re having trouble right-sizing our compliance approach so that we aren't bogged down in admin”
“Our systems are slowing us down, and our customer data is a mess”
“Our systems are slowing us down, and our customer data is a mess”
“Our systems are slowing us down, and our customer data is a mess”
“Our systems are slowing us down, and our customer data is a mess”
"Sending out PDF application forms, using Australian based CRM systems that aren’t suited to the NZ market"
"Sending out PDF application forms, using Australian based CRM systems that aren’t suited to the NZ market"
"Sending out PDF application forms, using Australian based CRM systems that aren’t suited to the NZ market"
"Sending out PDF application forms, using Australian based CRM systems that aren’t suited to the NZ market"
“We’re not getting enough high quality leads from our website”
“We’re not getting enough high quality leads from our website”
“We’re not getting enough high quality leads from our website”
“We’re not getting enough high quality leads from our website”
“We want to grow our business, but we can’t find the time and support to implement a strategy”
“We want to grow our business, but we can’t find the time and support to implement a strategy”
“We want to grow our business, but we can’t find the time and support to implement a strategy”
“We want to grow our business, but we can’t find the time and support to implement a strategy”
"My current group takes a percentage of my commission but I don't know where that money goes"
"My current group takes a percentage of my commission but I don't know where that money goes"
"My current group takes a percentage of my commission but I don't know where that money goes"
"My current group takes a percentage of my commission but I don't know where that money goes"
Shift the way you do business
Shift the way you do business
Kiwi Adviser Network (KAN) helps businesses embrace technology and new ways of thinking, which results in a meaningful shift in the way they run their advice business and the quality of their advice.
Kiwi Adviser Network (KAN) helps businesses embrace technology and new ways of thinking, which results in a meaningful shift in the way they run their advice business and the quality of their advice.
Old Way
New Way
Struggling with navigating regulatory compliance, often leading to poorly implemented policies and processes.
Efficiently navigating regulatory compliance, ensuring continuous business improvement while maximising new business opportunities.
Difficulties in finding and retaining skilled advisers, resulting in a high turnover rate and inconsistent service quality.
Successfully attracting and retaining top-tier advisers, ensuring consistent and high-quality client services.
Inadequate online software for clients, leading to missed business opportunities and low conversion rates.
Optimising your software and systems for high-quality lead generation and online experiences, consistently attracting ideal clients and boosting advice quality.
Overburdened by compliance tasks, leaving less time for actual advising and client engagement.
Streamlining compliance processes, allowing more time to be devoted to quality advice and client relationships.
Inefficient systems and disorganised customer data, causing delays and errors in client service.
Implementing efficient systems and organised data management, leading to faster and more accurate client services.
Limited time and support for strategic business growth, leading to stagnation or slow progress.
Allocating time and resources effectively for strategic growth, leading to sustainable business expansion.
Uncertainty about how to diversify revenue streams, hindering long-term financial stability and growth opportunities.
Developing clear strategies to diversify revenue streams, securing long-term financial health and growth.
Old Way
New Way
Struggling with navigating regulatory compliance, often leading to poorly implemented policies and processes.
Efficiently navigating regulatory compliance, ensuring continuous business improvement while maximising new business opportunities.
Difficulties in finding and retaining skilled advisers, resulting in a high turnover rate and inconsistent service quality.
Successfully attracting and retaining top-tier advisers, ensuring consistent and high-quality client services.
Inadequate online software for clients, leading to missed business opportunities and low conversion rates.
Optimising your software and systems for high-quality lead generation and online experiences, consistently attracting ideal clients and boosting advice quality.
Overburdened by compliance tasks, leaving less time for actual advising and client engagement.
Streamlining compliance processes, allowing more time to be devoted to quality advice and client relationships.
Inefficient systems and disorganised customer data, causing delays and errors in client service.
Implementing efficient systems and organised data management, leading to faster and more accurate client services.
Limited time and support for strategic business growth, leading to stagnation or slow progress.
Allocating time and resources effectively for strategic growth, leading to sustainable business expansion.
Uncertainty about how to diversify revenue streams, hindering long-term financial stability and growth opportunities.
Developing clear strategies to diversify revenue streams, securing long-term financial health and growth.
Old Way
New Way
Struggling with navigating regulatory compliance, often leading to poorly implemented policies and processes.
Efficiently navigating regulatory compliance, ensuring continuous business improvement while maximising new business opportunities.
Difficulties in finding and retaining skilled advisers, resulting in a high turnover rate and inconsistent service quality.
Successfully attracting and retaining top-tier advisers, ensuring consistent and high-quality client services.
Inadequate online software for clients, leading to missed business opportunities and low conversion rates.
Optimising your software and systems for high-quality lead generation and online experiences, consistently attracting ideal clients and boosting advice quality.
Overburdened by compliance tasks, leaving less time for actual advising and client engagement.
Streamlining compliance processes, allowing more time to be devoted to quality advice and client relationships.
Inefficient systems and disorganised customer data, causing delays and errors in client service.
Implementing efficient systems and organised data management, leading to faster and more accurate client services.
Limited time and support for strategic business growth, leading to stagnation or slow progress.
Allocating time and resources effectively for strategic growth, leading to sustainable business expansion.
Uncertainty about how to diversify revenue streams, hindering long-term financial stability and growth opportunities.
Developing clear strategies to diversify revenue streams, securing long-term financial health and growth.
Old Way
New Way
Struggling with navigating regulatory compliance, often leading to poorly implemented policies and processes.
Efficiently navigating regulatory compliance, ensuring continuous business improvement while maximising new business opportunities.
Difficulties in finding and retaining skilled advisers, resulting in a high turnover rate and inconsistent service quality.
Successfully attracting and retaining top-tier advisers, ensuring consistent and high-quality client services.
Inadequate online software for clients, leading to missed business opportunities and low conversion rates.
Optimising your software and systems for high-quality lead generation and online experiences, consistently attracting ideal clients and boosting advice quality.
Overburdened by compliance tasks, leaving less time for actual advising and client engagement.
Streamlining compliance processes, allowing more time to be devoted to quality advice and client relationships.
Inefficient systems and disorganised customer data, causing delays and errors in client service.
Implementing efficient systems and organised data management, leading to faster and more accurate client services.
Limited time and support for strategic business growth, leading to stagnation or slow progress.
Allocating time and resources effectively for strategic growth, leading to sustainable business expansion.
Uncertainty about how to diversify revenue streams, hindering long-term financial stability and growth opportunities.
Developing clear strategies to diversify revenue streams, securing long-term financial health and growth.
Partner with the widest range of lenders and insurers in New Zealand
Commission Rates
Top commission rates, with commission paid daily
Commission Rates
Top commission rates, with commission paid daily
Commission Rates
Top commission rates, with commission paid daily
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
Partner Information
Find out more about the 30+ top lending and insurance providers we work with
Partner Information
Find out more about the 30+ top lending and insurance providers we work with
Partner Information
Find out more about the 30+ top lending and insurance providers we work with
Regular Training
Regular product and financial advice training
Regular Training
Regular product and financial advice training
Regular Training
Regular product and financial advice training
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
APPROVE
APPROVE
Complete application process
Sign and return commercial agreements
Complete online applications for the advisers in your business
Give notice to your current aggregator
04
ONBOARDING
ONBOARDING
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
Our onboarding process is streamlined so that you never lose the opportunity to close deals. If you experience any downtime in submitting deals during your onboarding, we’ll give you your first three months free.
Our onboarding process is streamlined so that you never lose the opportunity to close deals. If you experience any downtime in submitting deals during your onboarding, we’ll give you your first three month’s free.
Speak to our team about your options.