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(605)

Live Workshop: How To Build Your 2025 Financial Plan | Episode 270

Live Workshop: How To Build Your 2025 Financial Plan | Episode 270

Join Mike and James as they break down the fundamental, actionable steps to creating a solid financial plan for the year ahead. In this webinar, they cover: -Setting goals that align with your values ...

19 Jan 20251h 2min

The Psychology Of Money In 15mins | Episode 269

The Psychology Of Money In 15mins | Episode 269

In this episode, we dive into the psychology of financial decision-making, exploring common biases like anchoring and loss aversion that can impact your investments. Learn how to recognise these pitfa...

16 Jan 202516min

The Cost Of IVF: The Hidden Costs of Starting a Family | Episode 268

The Cost Of IVF: The Hidden Costs of Starting a Family | Episode 268

In this episode of The Takeover, we dive into the financial side of family planning. From the costs of IVF to budgeting for egg freezing, we explore the key expenses involved in starting or growing yo...

14 Jan 202527min

5 Tips For First Home Buyers | Episode 267

5 Tips For First Home Buyers | Episode 267

In this episode of The Takeover, Jess and Makayla share key insights and tips for first-time homebuyers, from avoiding common pitfalls to managing your budget effectively. Learn how to clarify your pr...

12 Jan 202526min

Tax Troubles: Bridging the Knowledge Gap for Kiwis ft. Josh Taylor | Episode 266

Tax Troubles: Bridging the Knowledge Gap for Kiwis ft. Josh Taylor | Episode 266

In this episode, we sit down with Josh Taylor, co-founder of Taxi and Tax Traders, to explore how their workflow tool is helping Kiwis simplify the preparation of provisional tax bills. We also discus...

9 Jan 202527min

How To Avoid Dodgy Developers ft Matthew Horncastle | Episode 265

How To Avoid Dodgy Developers ft Matthew Horncastle | Episode 265

In this episode, we sit down with Matthew Horncastle, Managing Director of Williams Corporation to delve into the complexities of buying off the plans, from navigating sunset clauses to securing depos...

7 Jan 202527min

KiwiSaver 101: A Beginner's Guide To Your Financial Future ft. Murray Harris | Episode 264

KiwiSaver 101: A Beginner's Guide To Your Financial Future ft. Murray Harris | Episode 264

In this episode, we sit down with Murray Harris, Head of KiwiSaver at Milford, to break down the basics of KiwiSaver, its benefits, and how it can play a key role in your retirement strategy. Whether ...

5 Jan 202523min

Five Financial Tips For New Parents | Episode 263

Five Financial Tips For New Parents | Episode 263

In this episode, we sit down with an extra-special guest, Cooper Blair, to explore five financial tips every new parent needs to know. From creating a baby budget to planning for long-term goals, we c...

2 Jan 20259min

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