58 - Chasing NZ's First Advice IPO episode artwork

EPISODE · Jul 30, 2026 · 39 MIN

58 - Chasing NZ's First Advice IPO

from KAN Podcast · host Kiwi Adviser Network

How does a napkin-scrawled business plan at the pub become one of New Zealand's fastest-growing multi-product advice firms with IPO ambitions in just over four years?In this episode, Warwick sits down with Lucas Young, co-founder of Invicta, to break down the playbook behind scaling to 20+ staff across three cities and where he is planning to take the business next.Lucas pulls back the curtain on the 48-hour advice turnaround Invicta is chasing, why they hire ex-athletes and ex-real estate agents over experienced advisers, the LinkedIn discipline that turned into a recruitment pipeline, and the shareholder buy-in model built so managers cash out alongside the founders. He also talks about the move from Hong Kong to a Christchurch boarding school at 13 with no English, and the drive that has fuelled everything since.

Episode metadata supplied by the publisher feed · Published Jul 30, 2026

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58 - Chasing NZ's First Advice IPO

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