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Welcome to our September 2025 Business & Team Update. Each month, we share highlights from across Velocity Financial and Caveo, celebrating team milestones, sharing client success stories, spotlighting new initiatives, and keeping you connected to what’s happening in our business and community.
Later this month, Velocity Financial Co-Director and Financial Adviser Brendon Ojaja will set off on his next solo hiking adventure along the Te Araroa Trail, expected to take around 4 months.
While Brendon is away, his dedicated support team at Velocity Financial will continue to provide seamless service.
Bella Zemba, Brendon's Client Services Manager, will oversee Brendon’s inbox and workflow, including assistance with general enquiries and home loan refixes.
Simon O'Neill, a Velocity Financial Adviser on Brendon’s team, will manage all new and existing lending, insurance, and KiwiSaver matters.
For business-related enquiries, Graham Goodisson, Brendon’s fellow Co-Director, will be available to assist. The wider Velocity Financial team also remains on hand to support with general insurance, planning, and investment needs.
Thank you for your understanding and cooperation while Brendon undertakes this big adventure.
Read more about Brendon's Te Araroa Trail hike.
This month, we’re celebrating four of our Velocity Financial and Caveo team members who’ve successfully purchased property in the 2025 Wellington housing market. From first homes to second homes and beyond, our people continue to walk the talk, sharing real stories of life on the property ladder in Wellington.
You can read about how they bought their homes here.
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“It was pretty much love at first sight. I know people say you should view multiple houses and not rush into it — blah blah blah — but seriously, when you know, you know. From the moment I walked in, I was like, ‘This is our home.’”
— Alice Kauri, Caveo General Insurance Adviser and Wellington First Home Buyer
Caveo, the general insurance arm of Velocity Financial, has relaunched its social media presence with a fresh new look. Follow Caveo on LinkedIn, Instagram, and Facebook for practical tips tailored to business and homeowners on getting the most from their general insurance cover.
With the recent government changes to KiwiSaver, Velocity Financial Adviser Giovana Paulin has published a KiwiSaver Guide for Parents, aimed at helping families set their teenagers up for financial success.
Read the new KiwiSaver Guide for Parents.
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While New Zealand group health insurance costs are set to rise across the board in November, we’re inspired by a recent client story. Thanks to Debra's group health cover at work, she received urgent cancer treatment and has now made a full recovery.
Read Debra’s inspiring story of recovery through group health insurance.
Velocity Financial Advisers James Henderson, Manisha Raman, and Tully Goodisson will be speaking at the free Money on the Menu lunch event this October, designed to help hospitality business owners and their employees take control of their financial future. In partnership with Healthy Hospo, Booster, and WellingtonNZ, the session will unpack KiwiSaver, investing, saving strategies, and practical steps to get onto the property ladder, no matter your starting point.
If you’ve ever felt unsure about the financial side of running a beauty business, you’re not alone. Velocity Financial Adviser Manisha Raman brings a powerful blend of beauty industry experience and financial expertise to The Industry Insiders event. With over ten years in the salon world and now a qualified financial adviser, she’ll share practical, no-nonsense financial advice for beauty professionals to help them get clear on insurance, KiwiSaver, and long-term financial wellbeing—without the jargon.
This month, we are hosting representatives from Partners Life, Accuro, and Godfrey to strengthen supplier relationships and enhance our client offerings.
Our Financial Advisory Team will be attending industry conferences and workshops hosted by Asteron Life, Newpark, mySolutions, and ASB Go Home Loans—keeping our skills sharp and our insights current.
As a business, we’re continuing to actively embrace AI in financial services and gearing up for its dynamic role in shaping the future of advice and client experience.
For media enquiries or collaboration opportunities, please contact:
Shona McGregor – Communications Manager
📧 shona@velocityfinancial.co.nz