How can I help you?

If you're looking for personal financial advice for yourself or your family — head over to my Financial Advice business at www.duxfinancial.co.nz.

If you're an existing financial adviser (or aspiring one), a FAP owner, or someone working in the financial services space and you want to level up, here's how I can help.

Mentoring & Coaching Whether you run your own FAP or work within one, I can help you take things to the next level.

Maybe you just need a quick one-off catch-up to talk through taking on a new product, tweaking your client process, or dealing with a tricky compliance issue. Or perhaps you want longer-term support to change how you run your business, grow your client base, or build better habits.

I’m flexible — we can do ad-hoc sessions when you need them, or set up regular coaching calls that fit around your schedule. No rigid packages, just practical help from someone who’s been in the game for decades.

Independent Advice & Oversight Sometimes you need an external set of eyes on your advice business.

If your firm wants someone independent to review your systems and processes, vet a digital advice tool, check your FAP compliance setup, or just give honest feedback on how you’re doing things, I can help.

It might be a one-time review or ongoing oversight — whatever fits. I bring a practical, real-world perspective rather than just ticking boxes.

Corporate & Product Provider Support If you’re a financial product provider, platform, or larger organisation, I offer a grounded viewpoint that most people can’t.

I’ve worked across life insurance, investments, KiwiSaver, mortgages, and more for decades. I can review processes, help shape or vet new products, assess digital advice systems, or advise on adding new advice services.

You get straightforward feedback and ideas from someone who’s seen what actually works on the ground with advisers and clients — not just theory.

Speaking & Presentations Need a speaker for your team meeting, conference, or internal training day?

I’m available (with a bit of notice) to present on a wide range of topics — product knowledge, business strategy, client communication, building better habits, or whatever fits your event. I keep it real, practical, and focused on what advisers or consumers actually deal with day-to-day.

Get in touch