Sam Kodi

Sam Kodi Email and Phone Number

Seasoned Financial Advisor | Guiding you to financial stability and growth | Expert in Investment, Retirement Planning & Debt Management @ A-Perform
Sam Kodi's Location
Auckland, Auckland, New Zealand, New Zealand
Sam Kodi's Contact Details

Sam Kodi personal email

n/a
About Sam Kodi

I am a seasoned financial advisor who is passionate about connecting with my clients and helping them in their financial problems including mortgage & debt management, personal business insurance, and investment & retirement planning. I help people achieve healthy financial sustainability they always wanted to achieve.With my experience of over 30 years and a supportive goal oriented stance, I bring a customer-centric approach that enables people to manage their finances and thrive. I am inherently driven by the pursuit of connecting with my clients and helping them by gauging their needs correctly.My clients include health & education professionals, business enterprises, investors, individuals, and families. When was the last time you reviewed your situation?If you’re interested in a complimentary, no obligation consult, or learning more, just message me or use any of the methods below:☛: (021) 283 5065☛: sam@samkodi.co.nz☛: https://calendly.com/samkodi

Sam Kodi's Current Company Details
A-Perform

A-Perform

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Seasoned Financial Advisor | Guiding you to financial stability and growth | Expert in Investment, Retirement Planning & Debt Management
Sam Kodi Work Experience Details
  • Old Royalists Association Of New Zealand Inc
    Founder - President
    Old Royalists Association Of New Zealand Inc Oct 2024 - Present
    New Zealand
    The official community for alumni of Royal College, Colombo, Sri Lanka, living in New Zealand. Our association is committed to fostering strong bonds among Old Royalists and their families, providing a welcoming space for fellowship and camaraderie.
  • Finance And Mortgage Advisers Association Of New Zealand [Famnz]
    Member
    Finance And Mortgage Advisers Association Of New Zealand [Famnz] Aug 2024 - Present
    New Zealand
    FAMNZ is an adviser-focused professional association, offering advocacy, education and representation to finance and mortgage advisers in New Zealand. Our mission is to grow finance and mortgage advisers’ market share here in New Zealand.Advisers play a critical role in ensuring NZ loan customers have choice, transparency and confidence in the market. Advisers also apply pressure needed to keep banks competitive. As your representative professional association, we monitor legislation and engage with industry regulators, government departments and Members of Parliament to ensure our industry can best support finance and mortgage advisers and the loan customers they service, today and into the future. Our focus is on you, our members.
  • A-Perform
    Chief Executive Officer
    A-Perform Nov 2023 - Present
    Auckland, New Zealand
  • Smart Adviser
    Director / Financial Adviser
    Smart Adviser Aug 2016 - Present
    Auckland, New Zealand
    Smart Adviser is an authorised financial advisory service specialising in mortgage and debt management; personal and business insurance; and investment and retirement planning. As the principal authorised financial adviser, my team and I work closely with our clients to set, plan, manage and assess progress towards agreed financial goals.
  • Financial Advice New Zealand
    Founding Member Of Financial Advice New Zealand
    Financial Advice New Zealand Jul 2018 - Present
    Auckland, New Zealand
    Helping Kiwis ThriveIn 2018, Financial Advice New Zealand was created by three founding bodies – the PAA, IFA and NZFAA. We represent the interests of the public and our members, and strive to help Kiwis, and New Zealand as a whole, be financially better-off.WE WORK TOWARDS OUR VISION BY…Representing the interests of the public: For Kiwis, you can count on us to make your interests the priority in any initiative, change or discussion. You can count on us to be the voice for quality advice; to support quality advisers; and to make a stand when your interests could be better served.Representing the interests of our members: For our members, you can count on us to champion the role of quality advice, and you – the individual that helps Kiwis thrive. You can count on us to invigorate pride and trust in your profession, and to drive widespread awareness of the value you offer.The most essential element of financial well being is quality financial advice. By helping advisers do what they do best, and helping more Kiwis access quality advice, together we’ll help New Zealand be financially better off.
  • Mdrt
    Member | Cot - 2015, Tot 2016, Cot 2020-2021, Tot 2022, Tot 2024
    Mdrt Mar 2015 - Present
    Auckland, New Zealand
    ABOUT MDRTFounded in 1927, Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 72,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. For more information, please visit www.mdrt.org
  • Mysolutions Ltd
    Member
    Mysolutions Ltd Aug 2016 - Present
    Auckland, New Zealand
    The people at mySolutions are well-known and established leaders, trainers and mentors in the New Zealand life insurance industry. We combine the best ideas from industry experts with leading-edge technology to deliver services through a multitude of channels, augmented by the finest business coaches and mentors. We come from diverse professional backgrounds but have two things in common - we are all active advisers with our own practices, and we all care passionately about supporting advisers to grow their businesses and deliver the highest quality advice and service to their clients.MySolutions is a well-known national brand in the insurance industry that works collaboratively with over 140 advisers; using our skills, knowledge, diligence and experience to support consumers with the full backing of the financial services industry. This approach, along with a high commitment to on-going training and adviser development has enabled the associated advisers to be recognized as industry leaders.The philosophy of advisers working in conjunction with mySolutions is to specialise in risk management strategies that provide potential and existing clients the desired outcomes, should an unforeseen event occur. Your adviser will work closely with specialists (Accountants, Lawyers, Fire and General Insurance Advisers, Business Coaches, Mortgage Advisers etc) to ensure that you receive quality advice in all of these areas.
  • Bob Clubs International
    Area Cordinator Of The Bucklands Beach - Bob Club
    Bob Clubs International Feb 2015 - Feb 2017
    Bucklands Beach, Auckland, New Zealand
    Business over Breakfast (BoB) is a networking initiative that connects like-minded business people and creates a casual and effective forum for helping professionals share their value and empower others to become their advocates. I’m proud to be the Area Coordinator – a role I took on in early 2015. I support our local networking group stay connected, maintain momentum and grow our membership base of aligned professionals.
  • Apex Advice Group
    Director - Apex Life Limited
    Apex Advice Group Apr 2015 - Jul 2016
    Auckland, New Zealand
    As a highly experienced and trusted financial advisor, I’m passionate about helping clients grow and protect their wealth. Rather than work with multiple providers who offer disconnected advice, my services give them the rare benefit of managing their investments, insurances and mortgages through one person. In this way, I ensure every move they make is aligned to their overall financial goals. Clients gain an integrated plan, eliminating unnecessary extra fees in the short-term and setting them up for retirement.I’m here to help my clients get ahead through carefully planned financial growth solutions, and stay ahead through smart wealth protection solutions. My role is to take the stress and pressure off them so they can focus on their work, families and enjoying the lifestyle they want.
  • Apex Advice Group Limited
    Senior Financial Adviser
    Apex Advice Group Limited Nov 2012 - Apr 2015
    Auckland
    As a Senior Financial Adviser at Apex, I developed growth and risk management strategies for my clients. My role involved looking after full financial planning and investment planning services including investments, retirement planning, and personal and business risk management. A central part of my work was to help clients pay off debt faster, including structuring their mortgage to suit their lifestyle and long-term goals.
  • Asb Wealth Management & Private Banking
    Wealth Manager
    Asb Wealth Management & Private Banking Mar 2010 - Nov 2011
    Central Auckland
    I provided comprehensive financial planning services and managed key client relationships with high net worth individuals across a $50 million portfolio on behalf of the Central Auckland Commercial Banking team. I was proud to be awarded Wealth Manager of the Year for 2010/2011 for the bank’s New Zealand operations. A key part of my role was training and mentoring staff in wealth business strategies and techniques for generating quality leads and referrals.
  • Westpac
    Branch Wealth Specialist
    Westpac Apr 2007 - Feb 2010
    Central Auckland, New Zealand
    Awarded as a Platinum Achiever with the bank, my core services revolved around investment advice and wealth management solutions for clients. This included effectively managing new and existing relationships with internal and external clients. I was involved in coaching and motivating branch staff to generate new and extended business and encourage greater referral business. I also worked with our senior team to develop new and highly successful business development strategies for the branch. Within months of joining the bank, I was quickly achieving positive results to the highest compliance standards.
  • Marac Finances Limited
    Advance Officer - Property & Commercial Finance
    Marac Finances Limited Apr 2006 - Apr 2007
    Central Auckland, New Zealand
    Here I gained my initial experience as a mortgage services officer supporting the Property Finance division. I managed transactions ranging from $2 million to more than $25 million and cultivated a strong network in the finance industry in New Zealand.
  • Ndb Bank
    Assistant Vice President - Head Privilege Banking
    Ndb Bank 2003 - 2006
    Sri Lanka
    At NDB Bank, I first developed my skills as a senior manager, building relationships and developing business with high net worth individuals such as business owners, CEOs, professionals, sportspeople and more.
  • Deutsche Bank
    Relationship Manager - Private Wealth
    Deutsche Bank 1993 - 2003
    At Deutsche Bank, I managed the relationships with several of our high net worth clients including supporting the broader business development activities of the bank.

Sam Kodi Skills

Wealth High Net Worth Individuals Relationship Management Portfolio Management Wealth Management Investments Investment Advisory Banking Asset Allocation Financial Advisory Retail Banking Investment Strategies Credit Insurance And Risk Forex Crm Strategic Financial Planning Retirement Planning Risk Management Mortgage Lending Wealth Management Services Business Development Private Banking Income Protection Trading Personal Financial Planning Loans Foreign Exchange Management Securities Finance Insurance Strategy Financial Services Financial Planners Business Planning Asset Management Financial Risk Equities Financial Markets Life Insurance Financial Structuring Small Business Superannuation Residential Mortgages Financial Planning Customer Relationship Management Business Relationship Management

Sam Kodi Education Details

  • University Of Houston - Usa
    University Of Houston - Usa
    Business Administration And Management, General
  • Financial Markets Authority Nz
    Financial Markets Authority Nz
    Authorised Financial Adviser (Afa),The National Certificate In Financial Services (Financial Advise)
  • Sovereign
    Sovereign
    Business Insurance Accreditation
  • Kaplan Professional - Australia
    Kaplan Professional - Australia
    Acrredited To Provide Advise
  • Royal College, Colombo, Sri Lanka
    Royal College, Colombo, Sri Lanka

Frequently Asked Questions about Sam Kodi

What company does Sam Kodi work for?

Sam Kodi works for A-Perform

What is Sam Kodi's role at the current company?

Sam Kodi's current role is Seasoned Financial Advisor | Guiding you to financial stability and growth | Expert in Investment, Retirement Planning & Debt Management.

What is Sam Kodi's email address?

Sam Kodi's email address is sa****@****i.co.nz

What schools did Sam Kodi attend?

Sam Kodi attended University Of Houston - Usa, Financial Markets Authority Nz, Sovereign, Kaplan Professional - Australia, Royal College, Colombo, Sri Lanka.

What skills is Sam Kodi known for?

Sam Kodi has skills like Wealth, High Net Worth Individuals, Relationship Management, Portfolio Management, Wealth Management, Investments, Investment Advisory, Banking, Asset Allocation, Financial Advisory, Retail Banking, Investment Strategies.

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