Profile
“We keep evolving the brand as we grow and expand, which is equally rewarding and satisfying”
Alice Phillips Topping
Ryan Specialty
Jaz Bedi is a multi-award-winning financial adviser celebrated for his dedication to providing outstanding customer experiences. As the founding director of The Mortgage & Loan Guru, he launched the company with the goal of assisting Kiwis with their mortgage and insurance needs. He is particularly proud of his work with first home buyers, recognising the significant challenges and potential discouragement they face.
Bedi believes that financial success is rooted in understanding how money can either work for or against individuals and that they have the power to shape their financial outcomes. He is passionate about helping clients make informed financial choices by delivering clear, engaging and educational information on money matters and risks. His approach avoids sales pitches, upsells and scare tactics, focusing instead on providing straightforward and accessible advice.
Specialising in development funding, Bedi has played a crucial role in supporting numerous investors, especially in the current tough market. His most significant achievement to date is settling approximately $127 million in transactions from April 2021 to March 2022, highlighting his exceptional expertise and commitment to his clients.
2/12 Laidlaw Way, East Tamaki
021 027 93704
jaz@tmlguru.co.nz
linkedin.com/in/jaz-bedi-205764245
tmlguru.co.nz
Jaz Bedi
Director and Financial Adviser
The Mortgage & Loan Guru
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Bio
Milestones
Profile
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Bio
Milestones
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Special Report
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Bio
Milestones
“It’s very important to set an example and to not only inspire but mentor other females”
Alice Phillips Topping
Ryan Specialty
2023
2024
2024
Present
Present
Best Financial Adviser Award – Indian Business Awards
Awarded Excellence in Advice (Lending) by SHARE & Newpark
Adviser of the Year (Independent & Franchise)
NZ Adviser’s Top Adviser
2023
Pepper Money Adviser of the Year – Residential
NZ Adviser’s Top Adviser
2024
Excellence Awardee – Adviser of the Year
Winner – Commercial Adviser of the Year
2024
Mortgage Advisor at Opes Mortgages since 2022
Present
Co-Founder and Creator at The Future of Education Summit since 2023
Deputy Principal at Canterbury College since 2023
Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
• Gold award for Magazine or Newspaper Advertisement
• Silver award for Promotional Email
• Silver award for Most Out-of-the-Box Idea
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
“We keep evolving the brand as we grow and expand, which is equally rewarding and satisfying,” adds Phillips Topping.
“Marketing is a very busy space. The challenge is to keep it fresh and keep it new. There’s so much out there. You have to think about how to break through.”
Since joining the firm in 2015, Ryan Specialty has:
• completed 28 acquisitions
• launched 10 companies
“With each acquisition and de novo formation, a large branding component is involved,” says Phillips Topping.
Speaking on the importance of spotlighting marketing professionals, Phillips Topping says, “It’s imperative to shine a light on those who aren’t necessarily brokers or underwriters. There are so many different aspects of the industry. It’s nice to show all the great work that’s being done behind the scenes.”
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