‍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.

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Celebrating Team Wins in Homeownership

This month, we’re celebrating four of our team members who’ve successfully purchased property in the 2025 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. Read all about it here.

Quote of the Month – From the Team

 “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 First Home Buyer

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What’s New

• Caveo has relaunched its social media presence with a fresh new look. Follow us 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, Giovana has published a KiwiSaver Guide for Parents, aimed at helping families set their teenagers up for financial success. Read her guide here.

Client Success Story – Health Insurance That Matters

While group health scheme costs are set to rise across the board in November, we’re inspired by a recent client story. Thanks to her group health cover, she received urgent cancer treatment and has now made a full recovery. Read Debra's story here.

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Community & Culture Updates

Later this month, Brendon sets off on his next solo hiking adventure. We’ve got things covered while he’s away. Read more here.

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Upcoming Highlights

• James, Manisha, and Tully will be speaking at the Money on the Menu free lunch event in October. In partnership with Healthy Hospo, Booster, and Wellington NZ, the session will cover KiwiSaver, investing, saving tips, and how hospo workers can get on the property ladder.  
• We’re rolling out SortMe, our new AI-powered financial management and budgeting app, to clients in the coming months. We’re excited to keep expanding our AI capabilities—watch this space!

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Industry Connections & Professional Development

• This month, we are hosting morning teas with representatives from Partners Life, Accuro, and Godfreys to strengthen supplier relationships and enhance our client offerings.  
• Our advisory team will be attending industry conferences and workshops hosted by Asteron Life, Newpark, My Solutions, 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.

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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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