Scheduled maintenance is planned for June 13 at 4pm, during which time the site will be temporarily unavailable.
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Each month, we share highlights from across Velocity Financiala, Caveo and the Kaitiaki Foundation, celebrating team milestones, sharing what’s happening in the business, and keeping you connected to our wider community.
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We’ve officially established a Velocity Financial satellite office in Tauranga and are delighted to welcome Jared, who has joined us as a Financial Adviser in the region.
We’re looking to build out a stronger cohort of advisers to serve the area, so watch this space.
Congratulations to Suzanna and Alex, who are now fully qualified financial advisers, having both completed their Level 5s.
They will continue their work supporting Graham and Brendon in Client Services, with the added benefit of being able to step in with advice where needed. We’re incredibly proud of them both for taking their careers to the next level with us.
+ Taz from our Caveo team has begun her Level 5 in Insurance Studies
+ Bella is continuing her Level 5 qualifications in Financial Services
+ Keryn is has also begun his Level 5s in Financial Services
We’re proud of the commitment our team continues to show to ongoing learning and professional growth.
We are currently hiring in Wellington for a Financial Adviser. A full qualification is essential, and while experience is preferred, cultural fit is the most important factor. For more information contact Brendon@velocityfinancial.co.nz.
Lance is hiring a Client Services Manager for his Wellington team. Financial Services experience is preferred. For more information contact Lance@velocityfinancial.co.nz.
If you are a qualified Financial Adviser based in the Bay of Plenty or Waikato region and are looking for a new home, we’d love to hear from you. Contact Graham@velocityfinancial.co.nz.
The Kaitiaki Foundation, our charitable initiative, is now underway, supporting charities and not-for-profits to strengthen their financial foundations in a way that aligns with their long-term goals and purpose.
Since March, we’ve begun bringing this work to life through sector-focused events and conversations.
In April, we hosted an “Investing for Impact” evening alongside Steven Moe (Parry Field Lawyers, Seeds), bringing together trustees, leaders, and practitioners from across the not-for-profit and impact sector. It was a fantastic evening, with around 80 people in the room and strong engagement across the discussion.
Building on that momentum, we’ve continued to create spaces for learning, connection, and practical conversation.
This Friday, we’re hosting a live listening and networking event at our Wellington office in support of the Seeds Impact Conference 2026, being recorded in Christchurch. The afternoon will bring people together to listen, connect, and continue the conversation around strengthening financial foundations across the sector.
These gatherings are an important part of how the Kaitiaki Foundation operates — not just as a bridge between the impact sector and financial advice, but as a place to bring people together, share thinking, and build confidence in long-term financial decision-making.
You can explore the Kaitiaki Foundation here: https://www.vfkf.org.nz/
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We’re excited to share that refreshed Velocity Financial and Caveo websites are on their way. More to come in the coming months as we roll this out.
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.
Velocity Financial Adviser Giovana Paulin has received six 5-star Google reviews already in 2026! Here are some of the things her clients have siad:
“Giovana is an absolute pleasure to deal with. She is incredibly knowledgeable and helpful in providing advice and support in relation to a wide range of financial matters.”
“My adviser Giovana is great to work with — always prompt with her communication, and very patient when answering my questions and explaining my options.”
“Since moving to Velocity with Giovana Paulin, the improvement has been life-changing. Giovana explains everything so clearly and professionally, from insurance to finance, always giving you the best options for your current situation while also considering your future goals.”
“I highly recommend Giovana — she is awesome!”
“I had a wonderful experience with Giovana Paulin at Velocity. She was very patient with all of our questions regarding KiwiSaver and guided us through the process, which was very simple with her help. I wholeheartedly recommend her services.”
Congratulations to Giovana, who has worked tirelessly to earn these well-deserved 5-star reviews.
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We recently hosted our first Kaitiaki Foundation event in April, focused on Investing for Impact, featuring Steven Moe (Parry Field Lawyers, Seeds). The session brought together around 70 people from across the impact and not-for-profit sector for a practical, engaging conversation about financial stewardship and long-term sustainability.
On Friday the 22nd May, we’re hosting a live listening and networking event in our Wellington office in support of the Seeds Impact Conference 2026. The afternoon will include a live broadcast of the conference (recorded in Christchurch), followed by time to connect with others across the sector and continue the conversation around strengthening financial foundations.
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In the last few weeks, we’ve hosted representatives from Chubb Life, Booster, ACC, ANZ (including the Construction Lending team), Kiwibank, Generate and Emergence in our Wellington office, strengthening supplier relationships and enhancing our ability to support clients.
Strong supplier relationships give us an edge in delivering what matters most — seamless service and results our clients can trust.
This month our Caveo Team attended a multi-day industry event hosted by NZI. Advisers from our Velocity Team also attended the mysolutions Roadshow and the FANZ National Adviser Conference in Auckland, keeping our skills sharp, networks fresh and our insights current.
For enquiries, please contact:
Shona McGregor – Communications Manager
shona@velocityfinancial.co.nz