Hamilton and Auckland played host to A-Perform’s recently concluded “Grow and Optimise: Unlocking Strategies for Sustainable Growth” Roadshow, held on 22 September at Camarosa Restaurant, Hamilton, and 23 September in Ellerslie Event Centre, Auckland.
The two-day event brought together financial advisers from both cities for a dynamic learning and networking experience, centered on strategies to scale their businesses sustainably through outsourcing.
Leading the discussions were A-Perform CEO Sam Kodi and Guild Solutions Inc. (GSI) CEO Engelbert Nolasco, who shared actionable insights on how outsourcing can be a game-changer for financial advisers. They highlighted how outsourcing administrative and operational functions enables advisers to focus on what truly matters: building stronger client relationships and driving business growth.
The team—Arbie Bernante, Alwin Bulosan, Ray-an Cabe, Wendy Bulosan, Ian Panoncillo, and Sam Sutare—played a key role in supporting the roadshow through their organisation and valuable insights during the event.
The roadshow also provided an avenue for networking, giving advisers the chance to exchange best practices, strengthen industry connections, and explore how outsourcing solutions can be tailored to their needs.
“Outsourcing is not just about efficiency—it’s about creating the space for innovation and sustainable growth,” said GSI CEO Gel Nolasco.
Echoing this sentiment, A-Perform CEO Sam Kodi added, “When advisers embrace outsourcing, they gain more than time—they gain the freedom to innovate, to deepen client relationships, and to focus on the bigger picture of scaling their business.”
The “Grow and Optimise” Roadshow marks another step in A-Perform’s commitment to supporting financial advisers with strategies and solutions that drive lasting impact.
