I see you. I hear you. You matter
Through much trial and error, Sam has found a formula that works to deliver all three without having to employ an army of support staff (which inevitably brings a new set of challenges and cost).
Financial Control in your Pocket
Effortlessly save, investing and taking control of debt has never been simpler.
Service for your Development
We provide the best services, ensuring your outstanding growth, Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec imperdiet, risus non gravida tempus
Portfolio Management
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Optimize resource allocation
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Increase revenue streams
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Capitalize on market opportunities
Market Analysis
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Optimize resource allocation
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Increase revenue streams
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Capitalize on market opportunities
Risk Management
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Optimize resource allocation
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Increase revenue streams
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Capitalize on market opportunities
International Business
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Optimize resource allocation
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Increase revenue streams
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Capitalize on market opportunities
Asset Allocation
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Optimize resource allocation
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Increase revenue streams
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Capitalize on market opportunities
Startup Consulting
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Optimize resource allocation
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Increase revenue streams
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Capitalize on market opportunities
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 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 to create 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
Successful Financial Control Process
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Discussion
Ideas & concepts
Testing & Trying
Execute & install
Selected Case Studies
We Helped Hundreds of Businesses was Back on its Feet. Ut id urna tristique est tincidunt.
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
What Our Customers Say?
Don’t just take our word for it. Here’s what some of our satisfied clients have to say about our financial solutions.
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.
Featured News and Insights
Read and update the latest news from us. Donec eu magna quis felis tristique pretium in in odio.
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.
