|        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Saturday, June 15th, 8:37PM



Pheasant spreads his wings

The former head of third party distribution at Generate has taken his KiwiSaver expertise across Auckland city to join the team at Threefold as a specialist KiwiSaver adviser.

Thursday, April 1st 2021, 4:46PM

by Matthew Martin

After stints at Southern Cross and Sovereign, Carl Pheasant made the move to Generate three and a half years ago where he says "I thought I'd made it to 'expert' level at giving KiwiSaver advice to other financial advisers".

He's been at Threefold's headquarters in The B:Hive at Smales Farm in Takapuna for about a month now but has been in the industry for over 20 years.

"I thought it was time I got back to being a financial adviser," Pheasant says.

"I love giving advice on KiwiSaver and Threefold have many existing clients and what I find is just about anyone is more than happy to get some KiwiSaver advice.

"I'm passionate about telling people how it works and how to maximise their benefits, and if they considering changing providers I'm happy to do that too.

"I've developed a real focus on serving KiwiSaver customers and I'm also keen to talk to any advisers who have existing KiwiSaver books and need more information on their KiwiSaver advice."

He says the change of role is not so different to his previous position at Generate.

"Instead of explaining KiwiSaver to advisers, I'm explaining KiwiSaver to clients now.

"I have a great client base and have already brought on over 20 customers and a large pipeline for new business.

"There are also referrals coming in from other financial advisers I know and have good relationships with."

Pheasant says Threefold has a large client base and a holistic approach to the financial advice business. In the past, they have focussed mainly on life and general insurance, "and now they have me looking after their KiwiSaver needs".

It's not like he is new to Threefold as he has served them as an outside adviser, "but then they suggested I join them as a KiwiSaver specialist".

"We've had a great working relationship for years and I'm really happy to be on board with them."

With about nine advisers in total Pheasant says there's a really good culture at Threefold and they are "going great guns" and have working arrangements with Generate, Booster, NZ Funds and Milford.

Tags: Generate KiwiSaver

« Craigs Investment Partners’ CEO calling it a dayRecognising an outstanding career »

Special Offers

Comments from our readers

No comments yet

Sign In to add your comment



Printable version  


Email to a friend

Thursday, June 20th 2024
AML/CFT regulatory changes webinar

Tuesday, July 23rd 2024
Brightstar 20th Annual Financial Markets Law conference

Tuesday, July 23rd 2024
Quotemonster Roadshow 2024 - Taupo

Wednesday, July 24th 2024
Quotemonster 2024 - Tauranga

Thursday, July 25th 2024
Quotemonster 2024 - Hamilton

Tuesday, July 30th 2024
Quotemonster 2024 - Auckland West

Wednesday, July 31st 2024
Quotemonster 2024 - Christchurch

Thursday, August 1st 2024
Quotemonster 2024 - Invercargill

Tuesday, August 6th 2024
Quotemonster 2024 - Auckland Central/East

Wednesday, August 7th 2024
Quotemonster 2024 - Napier
Hawkes Bay


News Bites
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox  |  Disclaimer
Site by Web Developer and