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The first of it's kind

New Zealand's first human centred advice platform

Folio promotes human interactions by using technology to free up advisers to build and maintain quality relationships that last a lifetime.

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Every trusted advisers complete toolkit

The Folio Platform

At Folio, our technology cuts the crap and connects you to people when it matters most. Our Advisers spend less time on admin using our system and more time providing great advice.

Our Team

We're New Zealand made

Folio has a close-knit team of professionals that handle your insurance so you don't have to. They specialise in technology, business, and insurance.

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Alistair Monk

Co-Founder and Insurance Lead

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Roneel Kumar

Co-Founder and Technology Lead

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Michelle Boyd

Chief Compliance Officer

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Priya Prashna

Finance Manager

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Ryan Maddock

Operations Manager

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Karishma Kumar

Systems Manager

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Ben Ross

Director and Design Lead

  • LinkedIn
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Samanalie Perera

Data & Systems Analyst

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Brendon Moore

Head of Delivery

Keep it Social

Never miss an update from us and look out for giveaways and competitions where you can win!

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