Cheques and Balances

We’ve supported over 4,000 NZ families and individuals in navigating their finances. Over time, we’ve noticed several common mistakes our clients make. Here are the top five, along with some insights ...

14 Touko 202314min

This week we're joined by Catherine Emerson to chat about Sharesies' New KiwiSaver Scheme and the pros and cons of self managed retirement funds. The content in this podcast is the opinion of the hos...

10 Touko 202315min

Inflation peaking, the official cash rate, easing LVR rules and increased market activity are just some of the reasons May could be the bottom of the housing market in NZ. Check out the full article...

8 Touko 202311min

James Blair and Luke Kemeys go through all the steps you need to build your financial plan and become financially bulletproof in 2023. A financial plan is your blueprint for your dream lifestyle, in t...

2 Touko 20231h 28min

As people look for ways to enjoy their lives outside the confines of a traditional 9-to-5 job, people have been joining the F.I.R.E movement, but what is it exactly? Check out the full article here: ...

1 Touko 202315min

Join James and Mike as they review the RBNZ's latest changes. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consid...

25 Huhti 202316min

The third-generation curse is a phenomenon that affects 90% of families causing them to lose all of their wealth by the third generation. Register for our How To Invest For Your Family Event here: ht...

24 Huhti 202317min

This week Mike goes through the brand new changes all the major banks have implemented for property purchases. The content in this podcast is the opinion of the hosts. It should not be treated as fina...

19 Huhti 20235min