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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Avsnitt(602)

Paying Too Much, Yet Still Underinsured | Inside a Financial Plan Ep 8

Paying Too Much, Yet Still Underinsured | Inside a Financial Plan Ep 8

You can be paying thousands for insurance and still be dangerously under-covered.In this episode of Inside a Financial Plan, Callum walks Rachel and Dion through a full insurance reset - restructuring...

5 Feb 36min

Is New Zealand’s Economy Growing… or Shrinking? | Episode 439

Is New Zealand’s Economy Growing… or Shrinking? | Episode 439

New Zealand’s economy is sending mixed signals and the outlook for 2026 isn’t as simple as “good” or “bad.”In this episode, the team breaks down inflation sitting above the Reserve Bank’s target, what...

3 Feb 14min

Elon Musk: Is This the End of Retirement Savings? | Episode 438

Elon Musk: Is This the End of Retirement Savings? | Episode 438

Elon Musk says we don’t need to save for retirement - but should we actually believe him?In this episode, the team breaks down Musk’s viral comments on AI, robots, and the future of work, explores why...

1 Feb 14min

Haven’t Filed Your Tax Return Yet? Watch This Ft. Amanda Quill | Episode 437

Haven’t Filed Your Tax Return Yet? Watch This Ft. Amanda Quill | Episode 437

If you haven’t filed your tax return yet, what you don’t know could already be costing you money.In this episode, the team breaks down how to legally minimise tax, the must-have documents every busine...

29 Jan 23min

Is Buy and Hold Dead? Rethinking your property strategy Ft. Jim Dodd Property CEO Founder | Episode 436

Is Buy and Hold Dead? Rethinking your property strategy Ft. Jim Dodd Property CEO Founder | Episode 436

Is the classic buy-and-hold strategy still enough in today’s property market?In this episode, we’re joined by Jim Dodd, Founder of Property CEO, to unpack whether long-term holding still stacks up - o...

27 Jan 38min

The Real Reason Mortgage Rates Are Rising ft. The Takeover | Episode 435

The Real Reason Mortgage Rates Are Rising ft. The Takeover | Episode 435

Mortgage rates aren’t rising because of one headline number - there’s a lot more going on behind the scenes.In this episode, we break down the real drivers behind rising mortgage rates, including whol...

25 Jan 20min

Build Wealth And Protect It: The Insurance Mistakes You’re Making | Inside a Financial Plan Ep 7

Build Wealth And Protect It: The Insurance Mistakes You’re Making | Inside a Financial Plan Ep 7

Insurance isn’t about ticking boxes - it’s about protecting the life you’re actually building.In this episode of Inside a Financial Plan, Lighthouse Insurance Adviser Callum Gilmour breaks down Rachel...

22 Jan 49min

Can You Get a Mortgage After 50? | Episode 433

Can You Get a Mortgage After 50? | Episode 433

Can you actually get a mortgage after 50 or does age quietly change the rules?In this episode, we break down how banks assess lending as you get older, including servicing requirements, loan terms, re...

20 Jan 10min

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