Kōura spawns new role

KiwiSaver provider Kōura Wealth appoints new head of distribution.

Wednesday, July 24th 2024, 8:51AM

Michele Blake has been appointed to lead Kōura Wealth’s adviser channel.

She has spent the past 15 years helping financial advisers, firstly at AIA where she held senior relationship management and retention roles and most recently at Advice First where she led the wealth, KiwiSaver and risk advice teams.

Her experience makes her well placed to educate financial advisers on how KiwiSaver can help them build better client relationships and stronger businesses.

"Michele brings a unique perspective; having held both relationship management and adviser management roles, she understands advisers and how to help them succeed, Kōura Wealth managing director Rupert Carlyon says.

"Her experience will make her a valuable resource for financial advisers who are currently navigating the challenging regulatory and economic environments.”

Kōura uses what it calls a Facilitator Model, allowing mortgage and risk advisers to help their clients maximise their KiwiSaver accounts without needing to attain Level 5 investment qualifications.

He says Kōura has onboarded over 500 advisers under this model.

Blake believes that KiwiSaver is critical for clients and advisers alike.

Tags: Kōura Wealth