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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Ultimate Guide To Kid Friendly Investing | Episode 288

Ultimate Guide To Kid Friendly Investing | Episode 288

In this episode, we explore how to give your family’s next generation a financial head start. From smart savings strategies to unlocking the power of long-term growth, we break down how parents can se...

2 Mars 202513min

What SMART Investors Always Look for in Properties! Ft. Adam Farrell | Episode 287

What SMART Investors Always Look for in Properties! Ft. Adam Farrell | Episode 287

In this episode, we’re joined by Adam Farrell, Director of Lighthouse Property, to break down what smart investors always look for in properties. From understanding property titles to identifying high...

27 Feb 202521min

How Much Do You REALLY Need To Retire? | Episode 286

How Much Do You REALLY Need To Retire? | Episode 286

In this episode, we tackle one of the biggest financial questions—how much do you need to retire? We break down the key factors, from lifestyle costs to investment strategies, and share a simple rule ...

25 Feb 202515min

Step By Step Guide: How Financial Advisers Budget Their Money | Episode 285

Step By Step Guide: How Financial Advisers Budget Their Money | Episode 285

In this episode of The Takeover, Jess and Mikayla break down how they manage their own budgets, offering a step-by-step guide to structuring finances. They discuss the 50/30/20 rule, unexpected expens...

23 Feb 202526min

What To Do With Your KiwiSaver in 2025 | Episode 284

What To Do With Your KiwiSaver in 2025 | Episode 284

In this episode, we break down what you should be doing with your KiwiSaver in 2025, covering the top-performing growth and aggressive funds, socially responsible options, and key factors to consider ...

20 Feb 202517min

How to Transition from Employee to Entrepreneur Without Going Broke Ft. Stanley Henry | Episode 283

How to Transition from Employee to Entrepreneur Without Going Broke Ft. Stanley Henry | Episode 283

In this episode, we sit down with Stanley Henry, CEO of The Attention Seeker, to discuss his journey of scaling a global marketing agency. Stanley shares insights on the power of personal branding, ta...

18 Feb 202543min

OCR Predictions: What Rate Cuts Mean for Kiwis & Their Wallets | Episode 282

OCR Predictions: What Rate Cuts Mean for Kiwis & Their Wallets | Episode 282

In this episode, we dive into our OCR predictions, what further cuts could mean for Kiwi mortgage holders, and how global events—like Trump’s economic moves—might influence New Zealand’s financial fut...

16 Feb 202510min

Live Workshop: How To Maximise Your 2024 Tax Return Ft. Matt Harris | Episode 281

Live Workshop: How To Maximise Your 2024 Tax Return Ft. Matt Harris | Episode 281

Join Matt Harris and James Blair as they unpack everything you need to know for your 2024 tax return—must-know deductions, key compliance tips, and strategies to keep more cash in your pocket.Listen t...

13 Feb 20251h 3min

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