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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Episoder(602)

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 Okt 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 Okt 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 Okt 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 Okt 202554min

Struggling With Debt? 3 Key Steps to Fix Your Finances | Episode 389

Struggling With Debt? 3 Key Steps to Fix Your Finances | Episode 389

Struggling with debt? In this episode, we share 3 key steps to fix your finances - from recognising the problem and shifting your mindset, to building a roadmap with clear goals, structure, and accoun...

16 Okt 202520min

Live Webinar: A Guide to Cutting Debt and Growing Wealth

Live Webinar: A Guide to Cutting Debt and Growing Wealth

Stop giving the banks your hard-earned money - learn how to cut debt and grow wealth faster.In this live webinar, we cover smart debt-reduction strategies, how to pay off your mortgage faster, the rol...

15 Okt 202559min

OCR Breakdown: Will Interest Rates Drop Below 4%? | Episode 387

OCR Breakdown: Will Interest Rates Drop Below 4%? | Episode 387

The OCR has been cut - but is this just the beginning for falling interest rates? In this episode, we break down the 50-basis-point cut, its impact on mortgages, business confidence, and house prices,...

14 Okt 202512min

Are Kiwi Business Owners Over-Taxed? Provisional Tax Explained Ft. Matt Harris| Episode 386

Are Kiwi Business Owners Over-Taxed? Provisional Tax Explained Ft. Matt Harris| Episode 386

Provisional tax catches out thousands of Kiwi business owners every year.In this episode, Matthew Harris breaks down what provisional tax really is, why it’s so often misunderstood, the common mistake...

12 Okt 202514min

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