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.

KAN in 20 Seconds

KAN in 20 Seconds

KAN in 20 Seconds

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Since working with KAN…

275%

275%

Adviser Growth

Learn how Mortgage Lab [grew] from 12 to 45 advisers - growth

[Adviser Name]

[Role] [Organisation]

100%

100%

Compliance anxiety reduced

Learn how X [reduced compliance anxiety] - reduce compliance anxiety

[Adviser Name]

[Role] [Organisation]

20 hours

20 hours

Time reclaimed

Learn how X [reclaimed her time] - time

[Adviser Name]

[Role] [Organisation]

“Old school” broking methods no longer meet the needs of modern clients

Sending out PDF application forms, using Australian based CRM systems that aren’t suited to the NZ market. The adviser market has fundamentally changed, and most advisers still haven’t updated the way they run their business. This leads to the problems most financial advisers have then they first come to KAN:

“We want to diversify our revenue streams, but don’t know where to start”

“We’re having trouble right-sizing our compliance approach so that we have more time for advice”

“Our systems are slowing us down, and our customer data is a mess”

“I don’t know where to start when it comes to maintaining my FAP licence”

“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”

“I’m struggling to find and retain good advisers”

100% Commission, Top Rates, Quality Partners in NZ.

100% Commission, Top Rates, Quality Partners in NZ.

You take home 100% of your commission. Earn the most competitive commission rates, with the widest selection of quality lenders and insurers in New Zealand.

Top commission rates, with commission paid twice-weekly

Find out more about the x lenders, and x insurers we work with

Regular product and financial advice training

Navigate NZ Compliance: Support, Testing, Evidence.

Navigate NZ Compliance: Support, Testing, Evidence.

Supporting you to understand New Zealand’s regulatory landscape as well as testing and evidencing your compliance.

Implement a compliance assurance programme that’s right-sized for your business.

Access to a wide range of compliance templates, and advice on how to customise these for your business.

Monitoring, reviews, and feedback on the advice delivered by your financial advisers.

Tailored NZ Solutions: Trail CRM, Broking Software

Tailored NZ Solutions: Trail CRM, Broking Software

Trail CRM, mortgage and insurance broking software, built specifically for the New Zealand market.

Streamline your advice business from a single set of customer data.

Make information gathering easier and more enjoyable for your clients.

Added functionality within Trail CRM to make regulatory compliance easier for KAN members.

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.

⭐️

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Free Financial Advice Provider Templates

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Personal

$5

$5

$5

p/month

1 projects

Analytics

Insights Panel

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Get Started

Professional

$10

$10

$10

p/month

2 projects

Analytics

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Business

$50

$50

$50

p/month

Unlimited Projects

Analytics

Insights Panel

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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.
Speak to our team about your options.

Learn More

Learn More

Learn More

Book a consultation

Book a consultation

Book a consultation

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Kiwi Adviser Network Limited is a Licensed Financial Advice Provider (FSP763551)

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