Our Story

Our Story

Starting out in the industry in 2015, the team at Trail noticed first-hand how hard it was to run an effective financial advice business. Generating leads, following up with prospects, and effectively managing admin was a huge challenge for their previous financial advice business.

The hardest part of all? Clients were ready to do business online, but the advice industry was not. The team looked everywhere for great software to accelerate sales for mortgage and insurance brokers. The key detail here is 'great software', not some antiquated software built 15 years ago, based off an excel spreadsheet. They wanted something powerful yet simple, something they could be proud of presenting to their clients. Meeting people face to face is very important, but having the flexibility to work from anywhere, and do business with prospects the way they want was an advantage the team knew they needed.

When they couldn’t find software that was right for their broking business, they built it themselves. In under two years, while refining the product, their broking business settled over $200mn in mortgages. The team achieved this without any prior broking experience. Over 70% of their clients were advised and processed online, without ever meeting face to face. All of this while testing and refining their software. Their goal has always been to make great financial advice more accessible, which the team is uniquely positioned to achieve.

Chuck Slogrove, along with Ben Krebs & Jon Krebs sold their stake in the advice business to double down on their vision to bring next generation software to Advisers around the world. They’ve packaged up the tools they used to run an extremely effective advice business and are making them available to all mortgage & insurance advisers for the first time. They are passionate about making great advisers extraordinary.

Do you want to have more time to build meaningful relationships with your clients, and spend less time on admin? Do you want to generate leads more effectively, and close more business?



Why choose Trail?

Trail is not another faceless company. We're invested in your business, and want to see you succeed. We'd love to have a chat with you about how Trail can make a difference in your business.

The Operations Team

Chuck Slogrove

Chuck Slogrove

Chief Executive Officer

Chuck Slogrove understands financial advisers, having previously successfully exited from his own financial advice business. He is a graduate in Finance from the University of Auckland. He is responsible for the direction of the business.

Nick Reed

Nick Reed

Business Development Manager

Nick is in charge of assessing whether Trail is the right fit for prospects. He has been intimately involved with the development of the software and understands how to help advisers get the
most out of Trail.

nick@gettrail.com
Warwick Slow

Warwick Slow

Business Development Manager

Warwick assesses whether Trail is the right fit for prospective users. He looks to understand the intricacies of each individual business show them the value Trail can bring to their unique ways of working. He is also in charge of organising office birthday parties.

09 600 1600
warwick@gettrail.com
Phoebe Rolfe

Phoebe Rolfe

Marketing Coordinator

Phoebe is in charge of Trail's brand and marketing material. She makes sure that the right people hear about Trail's incredible offering and that all of the content produced sounds great. In her spare time she is also a published poet.

Farran Jonker

Farran Jonker

Client Success Manager

Farran is in charge of onboarding and training new clients. His background in technology allows him to provide exceptional service and understand user needs. He is also in charge of keeping the office caffeinated with top-notch coffee.

09 600 1600
support@gettrail.com
Angel Chessum

Angel Chessum

Client Support

Angel's specialty is supporting our valued clients in navigating Trail.
She is responsible for delivering quality service and meeting users' needs. Angel loves flowers, bubble tea and nice stationery.

support@gettrail.com
Leigh Hodgetts

Leigh Hodgetts

Head of Compliance

Leigh heads up the compliance team at Trail and KAN. Along with her passion for compliance and professional standards, she also brings a wealth of industry experience drawn from time as a financial planner and working for the regulator. She's an avid music fan and has an impressive vinyl collection.

Wael Althehaiby

Wael Althehaiby

Compliance Manager

Wael comes into Trail to keep us ahead of the curve with changing regulations in the industry. An expert in compliance, Wael services advisers implementing compliant processes into their businesses and building compliance tools into Trail's software.

Madison Wei

Madison Wei

Office Coordinator

Madison is in charge of keeping the office supported and distraction-free. She has a background in HR, accounting, account management and demonstrating IT software. Madison is also responsible for the well-being of all the office plants.

The Development Team

Ben Krebs

Ben Krebs

Chief Technology Officer

Ben is in charge of Trail’s product and systems. He is responsible for ensuring Trail is secure, robust, and reliable. He has experience working at a Microsoft Partner company, and has an engineering degree from The University of Auckland.

Nick Jennings

Nick Jennings

Product Owner

Nick works best finding the balance between Client Want and Developer Need. He strives to manage that balance with our overall business goals. He is currently the un-official New Zealand Kendama Champion.

Vai Mor

Vai Mor

Project Manager

While completing his masters in software engineering, Vai helps ensure the quality of our products and features. He is responsible for planning and testing new product developments.

Jan He

Jan He

Front-end Designer & Developer

Jan makes sure that Trail looks great. She also helps develop new features for the software with the team. Jan is chocolately gifted and can eat and consume all of the chocolate.

Duy Dao

Duy Dao

Software Developer

Duy is responsible for building and upgrading features of Trail. He had worked as a university lecturer and project manager in Vietnam for more than 10 years. Dan loves dancing even though he doesn't know how to dance.

Max Garner

Max Garner

Software Developer

Max brings in-depth knowledge of the development tools used at Trail. He is responsible for maintaining the speed and security of the software. He owns a cool dog named Wolfgang.

Daniel English

Daniel English

Software Developer

Dan works closely with new Trail users to ensure their client data is imported effectively. He also works on all aspects of the software with the development team, developing exciting new features and improving existing ones.

Avi Bagraniya

Avi Bagraniya

Software Developer

Avi recently switched from the electrical industry to the software industry before joining Trail. He is responsible for bug fixes of our product and also in assisting the development team with developing new features.

James White

James White

Software Developer

James has joined Trail following his graduation from MIT. He helps the team with improvements to the Trail software, as well as assisting in the development of new features.

Johney Jijin

Johney Jijin

Data Specialist

Johney is part of the software development team, where his role involves working with clients to import their data onto Trail. Outside of work hours, he calls himself a metalhead and follows his passion in painting and sketching.

Su Pham Ba Vietnam

Su Pham Ba

Team Lead

Su is in charge of leading the Vietnam team and makes sure that everyone works and communicates well with the New Zealand team. Drinking coffee is his cup of tea.

Nam Nguyen Vietnam

Nam Nguyen

Software Developer

Nam works in the Vietnam team and is responsible for implementing new features and improvements for Trail. Besides programming, he's also passionate about travelling and playing e-sports.

Luan Nguyen Vietnam

Luan Nguyen

Software Developer

Luan works in the Vietnam team as a full-stack developer. He is in charge of building new features in Trail together with the team. He loves reading Chinese martial arts novels.

© 2021 - Trail Limited. All rights reserved

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