Profile
“We keep evolving the brand as we grow and expand, which is equally rewarding and satisfying”
Alice Phillips Topping
Ryan Specialty
Satyan Mehra’s passion for assisting clients to achieve their financial goals knows no bounds. This dedication is underscored by his award-winning reputation for delivering exceptional guidance and service.
As the founder and director of iConsult, Mehra has leveraged his banking background and interest in finance and real estate to offer tailored, innovative solutions. Both clients and lenders have come to trust these solutions implicitly.
“My clients know that I am here to help them, and lenders know that I stand for top-notch advice,” he says. “I am super passionate about what I do; it never feels like work.”
Mehra’s honest and transparent approach, along with his dedication to client care, has garnered him and his team a loyal clientele. He prioritises staying up-to-date with ever-evolving financial regulations, lender policies, and compliance standards while investing in himself and his team to remain at the industry’s forefront.
His business acumen and top performance have led to repeated recognition, including being named to NZ Adviser’s inaugural Top 25 Brokers of 2024 for customer service excellence. Mehra has also earned the distinction of being named to the publication’s list of Top Advisers in the country from 2020 to 2023.
Excelling to the Top 25 Brokers status is a testament to Mehra’s progressive service strategies, where word-of-mouth referrals take centre stage. By prioritising client satisfaction over revenue generation, he has fostered relationships based on setting accurate expectations and consistently keeping clients informed.
“When you look after your client well and help them achieve their goal or rescue them from a financially troubled scenario, they remember you,” he says. “When you do all this, your clients become your referral partners, and revenue follows.”
Going the extra mile is effortless for Mehra, who prides himself on fostering personal connections with clients and keeping them informed throughout the process. He never overpromises and diligently meets their expectations by drawing on his expertise as a financial adviser and chartered accountant.
“I hold my professional standards and responsibilities in high regard,” he says. “I set expectations and deliver on them.”
Driven by a commitment to continually raising the bar on client experience and service expectations, Mehra has zeroed in on upskilling his team and infusing more of his unique approach into his future business plans.
123E Dominion Road, Mt. Eden, Auckland
021 157 0404
satyan@iconsult.nz
linkedin.com/in/satyan-mehra-ca-443b453b
iconsult.nz
Satyan Mehra
Director and Chief Advisor
iConsult
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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
2014
2017
2020
2023
2024
Qualified Chartered Accountant in New Zealand
2014
Started iConsult
2017
Began receiving awards, which have exceeded 18, from NZ Adviser
2020
Named among Global 100 in 2023 by NZ Adviser
2023
NZ banking experience for over nine years
Enjoys continued recognition by clients and lenders
2024
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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