I see you. I hear you. You matter
From Sri Lanka to New Zealand, Sam Kodi’s journey exemplifies resilience and innovation. As the founder of A-Plan, A-Perform, A-Optimal IT, and Smart Advisor, he brings together experts and investors to help New Zealand households and SMEs achieve long-term financial stability.
Financial Control in your Pocket
Effortlessly saving, investing, and taking control of debt has never been simpler
Sam Kodi
When you have worked in the finance sector for as long as Sam has, you learn what works long-term and what doesn’t. The truth is ‘business as usual’ is letting a lot of people down. Families and SME businesses are struggling and will continue to do so. Changing that is what drives Sam.
As a co-founder and director of A-Plan, A-Perform, A-Connect and A-Optimal IT, Sam has brought to together teams of experts and investors to challenge the status quo and provide a pathway for New Zealand households and SME businesses and the Corporates to create efficiencies and smart processes together with building long-term financial stability and resilience.
Sam’s passion for improving the lives of others has taken him on a journey from initially developing a more holistic approach to financial advisory services, to now providing solutions to households and SME businesses that are accessible to all New Zealanders.
Accesibility
Easy access ensures seamless engagement, fostering convenience and user-friendly interactions for everyone involved.
Client-Centered
Prioritizing clients, our approach revolves around personalized solutions and tailored experiences, meeting individual needs.
Integrity
Upholding honesty and transparency, our commitment to integrity ensures trust and reliability in every interaction.
Why Choose Sam ?
- Proven expertise with a client-first approach
- Cutting-edge tools to simplify financial management
- Award-winning guidance with a track record of success
Sam Kodi is a visionary financial adviser and business leader. He is the founder and CEO of Smart Adviser and A-Perform, and a co-founder of A-Plan and A-Optimal IT.
Sam grew up in Sri Lanka enjoying an outwardly comfortable lifestyle made possible by a mountain of debt and constant money struggles. To escape this money anxiety, Sam aspired to become a doctor, believing then that a high income was the solution. However, that plan was disrupted by the Sri Lankan civil war and quite unexpectedly, Sam found himself in an entry level position at a local bank.
Achiever
Education
- Registered Financial Markets Authority NZ
- Authorised Financial Adviser (AFA), 2011
- University of Houston - USA
- MBA (Master of Business Administration) 2000
Awards
- AIA Business Excellence Award, 2021 Special Industry Award
- AIA Platinum Award, 2019
- ASB Wealth Manager of the Year, 2011
- MRDT- Top of the Table, 2016, 2022, 2023
- MRDT- Court of the Table, 2015, 2020, 2021
- My Solutions - Gold Elite, 2016
- My Solutions - Platinum Award, 2018
- My Solutions - Diamond Award, 2019, 2020
- My Solutions - Top Achiever, 2021, 2022, 2023
- Sovereign - Platinum Plus, 2013, 2014, 2015
Achieve your goals with coaching from the best in the business.
With over 30 years of experience, Sam provides personalized mentoring and coaching to accelerate your financial and business transformation. Achieve your goals with holistic guidance, actionable insights, and informed decision-making.
How to Heal Your Relationship with Money
Quick answers to questions you may have. Can’t find what you’re looking for? Get in touch with us.
