The first question we always ask ourselves is “How can we use technology to deliver you the best possible outcome?”
Through our close partnership with Trail CRM, technology underpins all processes in the Kiwi Adviser Network. It’s not just about software, but the way you’ll be trained, kept up to date, supported, and provided with our built-in compliance assurance solutions. The Kiwi Adviser Network and Trail are a synonymous pair, and a winning combination.
The KAN team brings a wealth of industry experience and compliance expertise to its members. This expertise is built directly into the advice process so that members of KAN have the resources and support they need to deliver quality advice. Members also benefit from a direct phone line to our in-house compliance specialists who can offer advice and help guide their licensing and compliance decisions.
Unlike more traditional mortgage aggregation, we want KAN to be a meaningful support network for its mortgage advisers. As well as access to a strong lending panel and timely commission payments, we provide you with ongoing professional development in the form of a constantly-growing database of learning materials.
By joining KAN, you’re joining a network that cares, and it’s our priority to make sure every advice business feels empowered and supported through every up and down in their journey.
KAN provides all of its members with the tools and guidance needed to run a compliant financial advice business. Understanding complicated compliance regulations can be difficult, which is why we aim to make understanding as easy and worry-free as possible. Utilise built-in compliance processes and benefit from both internal and external review and audit to ensure your business has the means to fulfil its obligations.
Members of KAN receive unlimited, fanatical support and training from a motivated team who are actively pushing to empower and grow your advice business. We offer ongoing training in professional standards, obligations and duties, and have a local in-house support team that will respond to your request within one working day - or you can enjoy a coffee on us.