About Sam

Achieving financial resilience opens the door to choice, opportunity, and ultimately, freedom.

Ellipse 797
Ellipse 797
Welcome to Sam Kodi

Our collective purpose is to empower people to become financially resilient, so that they can always pursue their dreams

Money anxiety is common in many New Zealand households. Despite how critical financial literacy is to our overall wellbeing, it is a subject oft neglected by the education system. Parents, who are often poorly equipped to teach their children on the subject, are the primary dispensers of financial knowledge and habits.

The impact of this ‘fend for yourself’ approach has made achieving financial resilience far more difficult than it should be; New Zealanders have some bad money habits! But these bad habits have consequences – unnecessary struggles, embarrassment, shame, stress and worry.

Since 2020 Sam has been quietly addressing how to turn this around. As the problem itself is multi-faceted, so too is the solution…

Banner 9 min
Why choose Sam Kodi

Experience

A-Perform
CEO & Business Consultant, 2024 to present

In addition to overseeing the growth and development of A-Perform, Sam provides coaching and mentoring services to SME start-ups and established businesses seeking to grow their revenue and improve performance. Sam’s specialty area is financial advisories but he also works with a wide range of businesses.

Smart Adviser
Director & Senior Financial Adviser, 2015 to present

While Sam is a financial planning and investment specialist, he also provides advice on business and personal risk (insurance), Kiwisaver and mortgages / debt management. At Smart Adviser, Sam has trialled many different options to create a client focused, high performing business. These learnings are now shared through A-Perform.

Apex Advice Group
Director - Apex Life Ltd & Senior Financial Adviser, Nov 2012 - Apr 2015
ASB Bank
Wealth Manager, ASB Wealth Management & Private Banking, Mar 2010 - Nov 2011
Westpac
Branch Wealth Specialist, Apr 2007 - Feb 2010
MARAC Finances Ltd
Advance Officer, Property & Commercial Finance Apr 2006 - Apr 2007
NDB Bank
Assistant Vice President - Head of Privilege Banking, 2003 - 2006, Sri Lanka
Deutsche Bank
Relationship Manager, Private Wealth, 1993 - 2003, Sri Lanka
Strategic Analysis
80%
Development Experience
90%
Enterprise Solutions
95%
Timeline
Icons 01
1 K
Clients
Engaged
Icons 02
1 Y
MDRT Top
Achiever
Icons 03
1 +
Years
Experience
Icons 04
$ 1
Million +
Managed
si1
Financial & Retirement Planning
Sam helps you plan a secure financial future and achieve a stress-free retirement with expert strategies.
si2
Financial Advice
Receive personalized financial advice from Sam to make informed decisions and reach your goals.
si3
Mortgages & Loans
Sam offers tailored mortgage and loan solutions to help you secure your dream home or expand your business.
si4
Investments & Kiwisaver
Grow your wealth with Sam’s guidance on smart investments and maximizing your Kiwisaver benefits.
si5
Personal Insurances
Protect what matters most with Sam’s comprehensive personal insurance plans.
si6
Business Protection
Safeguard your business with Sam’s customized insurance and risk management solutions.
the teams member

Get to Know the Incredible Individuals Behind our Company.

We are Always Dedicated to our Work
Are Leading Consultants that you can Trust
Say No to Laziness
We are One Big Family
samkodifamiy

The Family Herrington

sam4
Testimonials

What Our Customers Say?

1
PERSONAL FINANCIAL MENTORING & COACHING
2
FINANCIAL ADVISORY MENTORING & COACHING
3
SME BUSINESS MENTORING & COACHING
Recognized by the best

Clients Trust Sam Kodi.

From an early stage start-up’s growth strategies to helping existing businesses, we have done it all! The results speak for themselves. Our services work.

1
PERSONAL FINANCIAL MENTORING & COACHING
2
FINANCIAL ADVISORY MENTORING & COACHING
3
SME BUSINESS MENTORING & COACHING

Let’s Collaborate with Us!

From an early stage start-up’s growth strategies to helping existing businesses, we have done it all! The results speak for themselves. Our services work.

x

1/33 Waller Avenue, Bucklands Beach, Auckland 2012

Call Me: +64212835065

Send Mail: sam@samkodi.co.nz

Time : 8 am–8:30 pm

Select the fields to be shown. Others will be hidden. Drag and drop to rearrange the order.
  • Image
  • SKU
  • Rating
  • Price
  • Stock
  • Availability
  • Add to cart
  • Description
  • Content
  • Weight
  • Dimensions
  • Additional information
Click outside to hide the comparison bar
Compare