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)

Why It’s Expensive to Be Poor | Episode 385

Why It’s Expensive to Be Poor | Episode 385

Sometimes the habits that feel frugal are actually draining your wallet. In this episode, Jess and Makayla unpack why “it’s expensive to be poor” - exploring how buying cheap, renting long-term, skipp...

9 Okt 202518min

Inside a Financial Plan Ep2: KiwiSaver, Crypto & Property - The Strategy Session

Inside a Financial Plan Ep2: KiwiSaver, Crypto & Property - The Strategy Session

Episode 2 of our mini-series dives into strategy - James works with Rachel and Dion to break down how their money is invested across KiwiSaver, crypto, Sharesies, and their mortgage. Together they exp...

7 Okt 202555min

KiwiSaver Crisis: Why You’ll Go Broke in Retirement | Episode 383

KiwiSaver Crisis: Why You’ll Go Broke in Retirement | Episode 383

KiwiSaver won’t save your retirement - and it’s time Kiwis faced that reality.In this episode, Mike and James reveal the harsh truth behind New Zealand’s retirement crisis, unpacking why low contribut...

5 Okt 202512min

OCR Predictions: How Low Will Mortgage Rates Go?! Ft. Matt Harris | Episode 383

OCR Predictions: How Low Will Mortgage Rates Go?! Ft. Matt Harris | Episode 383

How low could mortgage rates really go? 👀In this episode, we break down the Reserve Bank’s latest moves, discuss predictions for OCR cuts, explore what falling interest rates mean for mortgages, and ...

3 Okt 202516min

Is NZ Education Failing? The Rise of Crimson Education Ft. Jamie Beaton | Episode 382

Is NZ Education Failing? The Rise of Crimson Education Ft. Jamie Beaton | Episode 382

From Auckland to the Ivy League and beyond - Jamie Beaton’s journey shows what it takes to turn a Kiwi startup into a billion-dollar business. In this episode, Jamie shares how he built Crimson Educat...

30 Sep 202555min

Inside a Financial Plan Ep1: Dion & Rachel’s Journey

Inside a Financial Plan Ep1: Dion & Rachel’s Journey

A real Kiwi couple puts their finances on the table in our brand-new mini series.In this first episode, we dive into Dion and Rachel’s money story - covering their values, goals, family aspirations, a...

28 Sep 202539min

The Crushing Cost of a Growing Family in NZ | Episode 380

The Crushing Cost of a Growing Family in NZ | Episode 380

In this episode, we unpack the true financial impact of going from two to three kids - covering housing upgrades, new cars, childcare, food, schooling, and even family holidays - to show how quickly e...

25 Sep 202517min

The Midlife Financial Crisis: Why Your 40s Feel So Expensive | Episode 379

The Midlife Financial Crisis: Why Your 40s Feel So Expensive | Episode 379

Midlife money stress is real - and it’s hitting Kiwis harder than ever. In this episode, we break down the “midlife financial crisis,” exploring how childcare, mortgages, aging parents, and debt all c...

23 Sep 20259min

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