February 2026 Business & Team Update

Each month, we share highlights from across Velocity Financial and Caveo, celebrating team milestones, sharing what’s happening in the business, and keeping you connected to our wider community.

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Team Updates

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Welcome back, Brendon!

‍We’re pleased to welcome Brendon back from the Te Araroa Trail. He’ll be sharing his insights, learnings, and reflections from the trail with clients and the wider Velocity community in March.

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Tauranga satellite office now live

‍We’ve officially established a Velocity Financial satellite office in Tauranga and are delighted to welcome Diana and Jared, who have joined us this week as Financial Advisers in the region. We’ll formally introduce them in more detail in March, watch this space!

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Professional development milestones

• Taz will start her Level 5 in Insurance Studies in March
• Suzanna, Alex, Bella and Keryn are continuing their Level 5 qualifications in Financial Services

We’re proud of the commitment our team continues to show to ongoing learning and professional growth.

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Business News & Initiatives

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Kaitiaki Foundation Underway

‍Our impact‑focused initiative, the Kaitiaki Foundation, is now underway, creating a vehicle to help charities and not‑for‑profits invest in a way that aligns with their purpose.

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👉 You can explore the new website here: https://www.vfkf.org.nz/

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We’ll also be hosting a Kaitiaki Foundation event in April with Steven Moe from Seeds, a lawyer, author and podcaster working with start-ups, investors, tech companies, charities and purpose-driven businesses. Details to follow next month.

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New intranet launched

‍Some big news for us. We’ve launched a new internal intranet, designed to streamline processes and reduce time spent on admin, freeing our team up to focus on what matters most: client work!

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New website coming soon

‍We’re excited to share that a refreshed Velocity Financial website is on its way. More to come in the following months as we roll this out.

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Caveo supporting new start‑ups

‍In 2026, Caveo is working alongside new and emerging businesses. If you, or someone you know, are starting a business and need insurance advice, the Caveo team would love to help.

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Client Feedback & Reviews

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Thank You for Your Reviews!!

‍Velocity Financial and Caveo have received SEVEN new 5‑star Google reviews so far in 2026, far exceeding the industry average. We’re pleased as punch and super grateful to our clients for taking the time to share their experiences. Thank you!

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Events & Highlights

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Recently hosted

• Velocity Financial, Caveo and GYW hosted a lively, fun and relatable session for business owners that demystifies Wills, Trusts, Contracting Out Agreements, EPAs, and how ownership structures affect succession, minus the jargon, via the GYW Modern Family Rock Opera.

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‍Coming up

• Kaitiaki Foundation event in April with Steven Moe from Seeds, a lawyer, author and podcaster working with start-ups, investors, tech companies, charities and purpose-driven businesses. Details to follow next month.
• 2026 Tauranga‑based client and business events. More information coming soon!

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‍Finance Industry Connections & Professional Development

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Fostering Industry Connections and Best Practices

This month we hosted Kady from Milford Asset Management, Alex from Godfreys Chartered Loss Adjusters, Paula from Generate Wealth and Michael and Carla from GYW Law ‍to strengthen supplier relationships and enhance our client offerings. Great supplier relationships give us the edge to deliver what matters most: seamless service and results our clients can trust.

Recent Conferences, Workshops & Events

This month our Financial Advisory Team has attended industry events hosted by mysolutions and Asteron, keeping our skills sharp, our insights current and our networks strong.

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Contact & Media Enquiries

For media enquiries or collaboration opportunities, please contact:
Shona McGregor – Communications Manager
📧 shona@velocityfinancial.co.nz

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