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(601)

EP. 49 Should you have a financial plan? The benefits of implementing a financial plan for your future

EP. 49 Should you have a financial plan? The benefits of implementing a financial plan for your future

Join James and Mike in this week's episode of Cheques & Balances as they are joined once again by property guru and Managing Director of Lighthouse Financial services, Matt Harris. This week they disc...

20 Des 202115min

EP.48 The deposit needed for your first home | Low deposit lending for new builds

EP.48 The deposit needed for your first home | Low deposit lending for new builds

Join James and Mike in this week's episode of Cheques & Balances as they are joined once again by property guru and Managing Director of Lighthouse Financial services, Matt Harris. This week they disc...

15 Des 202112min

EP.47 The top five mistakes people make moving into retirement | Easy steps to maximise your situation

EP.47 The top five mistakes people make moving into retirement | Easy steps to maximise your situation

Join James and Mike in this week's episode of Cheques & Balances where they discuss the new shared property ownership scheme. They are joined once again by the Head of Sales and Marketing of Mint Asse...

7 Des 202124min

EP.46 Are you in good shape for retirement? Important tips for preparing your retirement

EP.46 Are you in good shape for retirement? Important tips for preparing your retirement

Join James and Mike in this week's episode of Cheques & Balances where they discuss the new shared property ownership scheme. They are joined once again by the Head of Sales and Marketing of Mint Asse...

1 Des 202116min

EP.45 What is the future of KiwiSaver? | Why is KiwiSaver so important for retirement?

EP.45 What is the future of KiwiSaver? | Why is KiwiSaver so important for retirement?

Join James and Mike in this week's episode of Cheques & Balances where they discuss the new shared property ownership scheme. They are joined once again by the Head of Sales and Marketing of Mint Asse...

26 Nov 202128min

EP. 44 Should you DIY invest or use an Advisor?| Pros and cons of using an investment platform

EP. 44 Should you DIY invest or use an Advisor?| Pros and cons of using an investment platform

Join James and Mike in this week's episode of Cheques & Balances where they discuss the new shared property ownership scheme. They are joined by the Head of Sales and Marketing of Mint Asset Managemen...

23 Nov 202127min

EP. 43 Why is it getting harder to borrow money from the bank? What do the Responsible Lending Changes mean for you?

EP. 43 Why is it getting harder to borrow money from the bank? What do the Responsible Lending Changes mean for you?

In this week's episode of Cheques & Balances, James Blair and Michael Vincent discuss What are the responsible lending Code Changes, What is the purpose of the changes, and when they will come into ef...

17 Nov 202115min

EP. 42 How Much Do You Need In Retirement?| Can you rely on New Zealand Superannuation in retirement?

EP. 42 How Much Do You Need In Retirement?| Can you rely on New Zealand Superannuation in retirement?

In this week's episode of Cheques & Balances, James Blair and Michael Vincent discuss how much do you need in retirement, can you rely on New Zealand Superannuation in retirement, and examples of how ...

14 Nov 202118min

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