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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Jaksot(590)

Should You Invest In Your Company? Ft. Orchestra CEO & Sharesies Product Lead Luke Smith | Episode 231

Should You Invest In Your Company? Ft. Orchestra CEO & Sharesies Product Lead Luke Smith | Episode 231

We explore the intriguing question of whether investing in your own company is a smart move with insights from Luke Smith, Senior Product Lead at Sharesies and CEO of Orchestra. This episode is proudl...

22 Loka 202446min

Christmas Budgeting: How to Save and Spend Wisely This Holiday Season | Episode 230

Christmas Budgeting: How to Save and Spend Wisely This Holiday Season | Episode 230

In this episode of The Takeover, we share practical tips for saving money and sticking to your budget this Christmas, from prioritising experiences over expensive gifts to using a shopping list and co...

20 Loka 202429min

CPI & Inflation Data Update: What’s Next For New Zealand? Ft. Kiwibank Chief Economist Jarrod Kerr | Episode 229

CPI & Inflation Data Update: What’s Next For New Zealand? Ft. Kiwibank Chief Economist Jarrod Kerr | Episode 229

We’re joined once again by Kiwibank Chief Economist Jarrod Kerr to discuss the latest CPI and inflation data, offering insights into how these shifts are shaping New Zealand's economic future. This ep...

17 Loka 202432min

Mike & James Just Bought 12 Houses! Ft. Ilse Wolfe (Part 2) | Episode 228

Mike & James Just Bought 12 Houses! Ft. Ilse Wolfe (Part 2) | Episode 228

We dive into our latest multi-unit renovation project, where we’ve bought 12 houses in Upper Hutt. We share the challenges we faced, from managing tight timelines to balancing budgets, and explain how...

15 Loka 202450min

The New Accounting Changes That Could Save You Thousands Ft. Matthew Harris | Episode 227

The New Accounting Changes That Could Save You Thousands Ft. Matthew Harris | Episode 227

We explore the details of business structuring in New Zealand, highlighting the pros and cons of look-through companies (LTCs). This episode is proudly sponsored by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Partners Life⁠⁠⁠⁠⁠...

13 Loka 202456min

Mike & James Just Bought 12 Houses! Ft. Ilse Wolfe (Part 1) | Episode 226

Mike & James Just Bought 12 Houses! Ft. Ilse Wolfe (Part 1) | Episode 226

In this episode, we share our journey of purchasing 12 houses, discussing our financial goals and the initial hesitations we faced. With Ilse Wolfe’s guidance, we explore the challenges of investing i...

10 Loka 202422min

How Will the Next OCR Announcement Impact New Zealand? Our Predictions and Insights Ft. Matt Harris | Episode 225

How Will the Next OCR Announcement Impact New Zealand? Our Predictions and Insights Ft. Matt Harris | Episode 225

In this episode, we explore the potential outcomes of the upcoming OCR announcement and its impact on the economy. This episode is proudly sponsored by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Partners Life⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. For...

7 Loka 202418min

How To Get Retirement Ready | Episode 224

How To Get Retirement Ready | Episode 224

We explore the essential steps to getting retirement ready, covering how to build a solid financial plan, invest smartly in property and managed funds, and manage your finances effectively for long-te...

6 Loka 202459min

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