Cheques and Balances

Cheques and Balances

Whether you're buying your first home, tackling debt, or building long-term wealth, we’ll show you how to make smarter money moves. With over 20 years of combined experience as qualified financial advisers, James Blair and Michael Vincent share straight-talking advice, practical strategies, and real conversations about money - all to help you take control of your financial future with confidence. Check out our website below: lighthousefinancial.co.nz

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OCR Cuts & Capital Gains Tax: NZ’s Recession or Rebound? ft. Jarrod Kerr | Episode 397

OCR Cuts & Capital Gains Tax: NZ’s Recession or Rebound? ft. Jarrod Kerr | Episode 397

Rates are down, but inflation’s still biting. In this quarterly update, Kiwibank Chief Economist Jarrod Kerr unpacks the OCR cut to 2.5%, Labour’s proposed capital gains tax, and what it all means for...

2 Marras 202528min

Will You Get Superannuation? The Debate on Means Testing | Episode 396

Will You Get Superannuation? The Debate on Means Testing | Episode 396

Should New Zealand’s wealthiest retirees still receive NZ Super? In this episode, James and Mike unpack the growing debate around means testing - exploring the political risks, financial realities, an...

30 Loka 202514min

Live Webinar: How to Plan for Retirement - KiwiSaver, Property or Shares?

Live Webinar: How to Plan for Retirement - KiwiSaver, Property or Shares?

Retirement isn’t about luck - it’s about planning, action, and time.In this live webinar, James and Justin break down what Kiwis really need to retire comfortably - from understanding how much you’ll ...

30 Loka 20251h 1min

28% Capital Gains Tax? What Labour’s Plan Means for You | Episode 394

28% Capital Gains Tax? What Labour’s Plan Means for You | Episode 394

Labour’s back with a bold play - a 28% capital gains tax on property.In this episode, we break down the proposed 2027 capital gains tax - exploring its political timing, how it could impact property i...

28 Loka 202523min

Investing in Shares vs Property: Inside a Financial Plan Ep4

Investing in Shares vs Property: Inside a Financial Plan Ep4

What would you do if your financial plan said you’ll have $6 million at 100?In this episode, we reconnect with Rachel and Deon to unpack their latest financial plan - from whether to buy another inves...

26 Loka 202537min

Top 5 Mistakes Most People Make When Investing In Shares | Episode 392

Top 5 Mistakes Most People Make When Investing In Shares | Episode 392

Most investors lose money not because of the market - but because of their own mistakes.In this episode, we break down the five biggest mistakes people make when investing in shares - from chasing hot...

23 Loka 202516min

KiwiSaver Untaxed: A Game Changer for Retirement | Episode 391

KiwiSaver Untaxed: A Game Changer for Retirement | Episode 391

What if your KiwiSaver balance could double - just by removing tax?In this episode, we explore the radical idea of untaxed KiwiSaver returns, comparing outcomes to Australia’s super system, breaking d...

21 Loka 202514min

Mortgage Free in 4 Years and Retired at 52: Inside a Financial Plan Ep3

Mortgage Free in 4 Years and Retired at 52: Inside a Financial Plan Ep3

What does a real financial plan actually look like? In this episode, James walks Rachel and Dion through their personalised financial roadmap - covering budgeting, mortgage strategy, investment proper...

19 Loka 202554min

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