EP 23 - Carl Pheasant: Unlocking KiwiSaver Potential

Carl Pheasant from Threefold Wealth is a KiwiSaver specialist. He's built a strong book by looking after his clients and by forming referral relationships with advisers who want to focus on mortgages/insurance. If you've considered offering KiwiSaver advice and think that it's a gap in your financial services offering, this is a fantastic introduction to get into it.