The #WhatsNext Podcast

More information on our 90 day business planning program: https://nextadvisory.nz/90-day-business-planning/

John Bell went from Fonterra employe to growing Kauri Wealth to 4,750 clients in just four years.

While other advisers chase big money, John's focused on putting more wealth into Northland. He's turned down lucrative oporunities to stay true to his mission.

We cover the business lessons from going broke to building something meaningful, why he calls every client annually when no one else does, and how passion for community built a national business.

Plus his plans to hit 10,000 clients while maintaining the same personal service.

Sometimes the best business model is just caring more than everyone else.

Find John:
Linkedin: https://www.linkedin.com/in/john-bell-b7a698149/
Website: https://www.kauriwealth.nz/

If you're interested in working together:

Visit our website https://nextadvisory.nz
Let's connect over a quick call: https://calendly.com/philsmith/ Instagram: https://www.instagram.com/nextadvisory.nz/

Looking for more clarity and growth in your business? Book a call with us at https://nextadvisory.nz 

Today Luke & Phil break down lessons learned from their recent series of business planning sessions with clients, to give you the core lessons to help grow your own business.

If you're interested in working together:

Visit our website https://nextadvisory.nz

Let's connect over a quick call: https://calendly.com/philsmith/

Instagram: https://www.instagram.com/nextadvisory.nz/

Thinking of buying a business? Speak with Phil first: https://nextadvisory.nz/buying-a-business/

Terminal tax is due April 7th, 2026. If you haven't planned for it, you're about to get a nasty surprise from your accountant.

Luke and Phil break down what terminal tax actually is and why you should pay it early instead of waiting until the last minute.

The businesses that stress about terminal tax are the ones that don't plan for it. Set up a separate tax account, put money aside monthly, and stop using IRD as your interest-free loan provider.

If you're interested in working together:

Visit our website https://nextadvisory.nz

Let's connect over a quick call: https://calendly.com/philsmith/

Instagram: https://www.instagram.com/nextadvisory.nz/

Apply for the winning formula 12 month business planning: https://nextadvisory.nz/the-winning-formula/

Josh Blackie went from being a pro rugby player, to Blues GM to buying a flooring business he'd never run before. The key? Thorough due diligence and finding a point of difference in a competitive industry.

Josh breaks down the business buying process, why elite sport prepares you for business, how to handle uncomfortable conversations, and why speed of communication matters when things go wrong.

"If you're not walking towards that uncomfortableness, it's going to come back and hurt you later on."

The businesses that scale are the ones willing to have difficult conversations early, solve problems proactively, and operate in the growth zone where most people aren't comfortable.

Find Josh's business here: https://www.ecodureflooring.co.nz/

If you're interested in working together:

Visit our website https://nextadvisory.nz

Let's connect over a quick call: https://calendly.com/philsmith/

Instagram: https://www.instagram.com/nextadvisory.nz/

Thinking of buying a business? Speak with Phil first: https://nextadvisory.nz/buying-a-business/

Most business owners would rather find a magic solution than do the boring work that actually gets results. They're trying to solve problems at hurdles 8, 9, and 10 when they haven't even crossed the first hurdle.

Luke and Phil break down why changing accountants won't fix your cash flow problems, why there's no shortcut out of debt, and why the answer is always the thing you don't want to hear: do the work. We share the story of someone who went from $60K debt to earning $265K by working 85 hours a week.

If you're interested in working together:

Visit our website https://nextadvisory.nz

Let's connect over a quick call: https://calendly.com/philsmith/

Instagram: https://www.instagram.com/nextadvisory.nz/