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(603)

Habits Of Wealthy People | Episode 118

Habits Of Wealthy People | Episode 118

Understanding the habits that contribute to financial success is paramount in today's economic climate. These habits are not exclusive to wealthy individuals but can be adopted by anyone to improve th...

28 Mai 202315min

Are Trusts Now Worthless? What The New Trust Tax Rates Mean For You Ft. Matthew Harris | Midweek Episode

Are Trusts Now Worthless? What The New Trust Tax Rates Mean For You Ft. Matthew Harris | Midweek Episode

This week we have Matthew Harris on to talk about the implications of the new trust tax rules. For more money tips follow us on: Facebook - https://www.facebook.com/lighthousefinancialnz Instagram...

23 Mai 202315min

Habits Of Poor People | Episode 117

Habits Of Poor People | Episode 117

We go through the top habits that lead to a poor mindset. Check out the full article here: https://lighthousefinancial.co.nz/habits-of-poor-people For more money tips follow us on: Facebook - http...

22 Mai 202319min

Should NZ Have A Wealth Tax? Ft. Matthew Harris | Midweek Episode

Should NZ Have A Wealth Tax? Ft. Matthew Harris | Midweek Episode

This week we discuss if NZ should have a wealth tax. For more money tips follow us on: Facebook - https://www.facebook.com/lighthousefinancialnz Instagram - https://www.instagram.com/lighthousefina...

17 Mai 202311min

Top 5 Mistakes We See Clients Make | Episode 116

Top 5 Mistakes We See Clients Make | Episode 116

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 Mai 202314min

What You Need To Know About Sharesies' KiwiSaver Scheme Ft. Catherine Emerson | Midweek Episode

What You Need To Know About Sharesies' KiwiSaver Scheme Ft. Catherine Emerson | Midweek Episode

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 Mai 202315min

We're At The Bottom Baby! - Why The Housing Market Will Turn In May | Episode 115

We're At The Bottom Baby! - Why The Housing Market Will Turn In May | Episode 115

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 Mai 202311min

How To Build Your Financial Plan Webinar - Keep The Change & Lighthouse Financial | Midweek Episode

How To Build Your Financial Plan Webinar - Keep The Change & Lighthouse Financial | Midweek Episode

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 Mai 20231h 28min

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