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

Episoder(574)

Ep. 78 Health Insurance – Do You Need It?

Ep. 78 Health Insurance – Do You Need It?

This week we’re joined by Elle Wuthrich, Insurance Adviser at Lighthouse to talk about health insurance and why you need it. Hosted on Acast. See acast.com/privacy for more information. The content i...

25 Jul 202214min

Ep. 77 The 5% First Home Deposit - Myth Or Truth?

Ep. 77 The 5% First Home Deposit - Myth Or Truth?

With the 5% First Home Loan Deposit, effective 1st June 2022, you can now purchase a property for any price and only need a 5% deposit. We're joined by Laura Sheehan, our mortgage expert, to go throug...

18 Jul 20229min

Ep. 76 Tax Bills From $800 To $8,000 - A Case Study On Interest Deductibility

Ep. 76 Tax Bills From $800 To $8,000 - A Case Study On Interest Deductibility

Since interest deductibility is being phased out, most Kiwi investors have paid little attention to how this will affect them and haven't considered how much of an impact this is going to have on thei...

11 Jul 202215min

Ep. 75 We Review Our 2021 Predictions + Our New 2022 Predictions

Ep. 75 We Review Our 2021 Predictions + Our New 2022 Predictions

On this episode, we go through our 2021 predictions to see if we were right and give our 2022 predictions for the year. Hosted on Acast. See acast.com/privacy for more information. The content in thi...

4 Jul 202214min

Ep. 74 KiwiSaver Balance By Age - Are You Behind?

Ep. 74 KiwiSaver Balance By Age - Are You Behind?

Mike and James answer the question on whether you are behind on your retirement savings. On this episode, we deep dive into how much different retirement lifestyles cost, what the average KiwiSaver ba...

27 Jun 202215min

Ep. 73 5 Tips For Finding More Cashflow In Your Rental Property

Ep. 73 5 Tips For Finding More Cashflow In Your Rental Property

Interest rates, inflation and interest limitation changes mean that owning a rental property has become significantly more expensive. On this episode, James and Mike go through 5 cashflow tips you mig...

20 Jun 202210min

Ep. 72 How KiwiSaver Passive Funds Could Lose You Money

Ep. 72 How KiwiSaver Passive Funds Could Lose You Money

In this episode, Mike and James look into why one of NZ's largest KiwiSaver conservative funds reported bigger losses than most growth funds. A deep dive into Simplicity and what you should be looking...

13 Jun 20228min

Ep. 71 The R Word - Are We In A Recession?

Ep. 71 The R Word - Are We In A Recession?

On this episode, James and Mike explain exactly what a recession is, what happens when recessions occur and why they might be a good thing. Hosted on Acast. See acast.com/privacy for more information...

6 Jun 202214min

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