This week we're joined by Amanda Quill to go through the pros and cons of using Hnry vs. using an accountant Check out the full article here: https://lighthousefinancial.co.nz/hnry-vs-accountants For more money tips follow us on: Facebook - https://www.facebook.com/lighthousefinancialnz Instagram - https://www.instagram.com/lighthousefinancialnz LinkedIn - https://www.linkedin.com/company/lighthousefinancialnz Spotify - https://cutt.ly/CBSpotify Apple Podcast - https://cutt.ly/CBApplePodcast The...
Jun 25, 2023•14 min
This week we're joined by David Burley, Auckland Director of Investment Sales at Colliers to talk about all things commercial property. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Jun 20, 2023•26 min
This week we're joined by Amanda Quill, Manager here at Lighthouse (and soon to be married) for her top tips on how to budget for your wedding. Check out the full article here: https://lighthousefinancial.co.nz/how-to-budget-for-a-wedding For more money tips follow us on: Facebook - https://www.facebook.com/lighthousefinancialnz Instagram - https://www.instagram.com/lighthousefinancialnz LinkedIn - https://www.linkedin.com/company/lighthousefinancialnz Spotify - https://cutt.ly/CBSpotify Apple P...
Jun 18, 2023•22 min
This week we're joined by Catherine Emerson from Kernel Wealth and Shaun McGivern from Haigh Lyon Lawyers for an audio version of our recent "How to invest for your family" event. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Jun 13, 2023•1 hr 10 min
The age old question - What provides better results, property or shares? We go through a case study, comparing a hypothetical ten-year investment in the share market against the property market in New Zealand. Check out the full article here: https://lighthousefinancial.co.nz/property-vs-shares For more money tips follow us on: Facebook - https://www.facebook.com/lighthousefinancialnz Instagram - https://www.instagram.com/lighthousefinancialnz LinkedIn - https://www.linkedin.com/company/lighthou...
Jun 11, 2023•14 min
This week we delve into developer funds and whether you should invest in them For more money tips follow us on: Facebook - https://www.facebook.com/lighthousefinancialnz Instagram - https://www.instagram.com/lighthousefinancialnz LinkedIn - https://www.linkedin.com/company/lighthousefinancialnz Spotify - https://cutt.ly/CBSpotify Apple Podcast - https://cutt.ly/CBApplePodcast The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to...
Jun 07, 2023•12 min
Around one in five Kiwis has been targeted by an investment scam. Here's all the common financial scams you need to avoid. Check out the full article here: https://lighthousefinancial.co.nz/financial-scams-you-need-to-avoid/ For more money tips follow us on: Facebook - https://www.facebook.com/lighthousefinancialnz Instagram - https://www.instagram.com/lighthousefinancialnz LinkedIn - https://www.linkedin.com/company/lighthousefinancialnz Spotify - https://cutt.ly/CBSpotify Apple Podcast - https...
Jun 05, 2023•20 min
This week we're joined by Matthew Harris to talk about how to be an "ethical" property investor. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
May 30, 2023•13 min
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 their financial well-being. Check out the full article here: https://lighthousefinancial.co.nz/habits-of-wealthy-people/ For more money tips follow us on: Facebook - https://www.facebook.com/lighthousefinancialnz Instagram - https://www.instagram.com/lighthousefinancialnz LinkedIn - https://www.linked...
May 28, 2023•16 min
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 - https://www.instagram.com/lighthousefinancialnz LinkedIn - https://www.linkedin.com/company/lighthousefinancialnz Spotify - https://cutt.ly/CBSpotify Apple Podcast - https://cutt.ly/CBApplePodcast The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. I...
May 23, 2023•15 min
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 - https://www.facebook.com/lighthousefinancialnz Instagram - https://www.instagram.com/lighthousefinancialnz LinkedIn - https://www.linkedin.com/company/lighthousefinancialnz Spotify - https://cutt.ly/CBSpotify Apple Podcast - https://cutt.ly/CBApplePodcast The content in this podcast is the opinion of the ho...
May 22, 2023•20 min
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/lighthousefinancialnz LinkedIn - https://www.linkedin.com/company/lighthousefinancialnz Spotify - https://cutt.ly/CBSpotify Apple Podcast - https://cutt.ly/CBApplePodcast The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration ...
May 17, 2023•12 min
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 on how to avoid them Check out the full article here: https://lighthousefinancial.co.nz/the-top-five-mistakes-clients-make/ For more money tips follow us on: Facebook - https://www.facebook.com/lighthousefinancialnz Instagram - https://www.instagram.com/lighthousefinancialnz LinkedIn - https://www.l...
May 14, 2023•14 min
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 hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
May 10, 2023•15 min
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 here: https://lighthousefinancial.co.nz/were-at-the-bottom-baby/ For more money tips follow us on: Facebook - https://www.facebook.com/lighthousefinancialnz Instagram - https://www.instagram.com/lighthousefinancialnz LinkedIn - https://www.linkedin.com/company/lighthousefinancialnz Spotify - https://...
May 08, 2023•12 min
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 this session, James will go through the entire financial plan process including: Goal setting Cashflow management Identifying investment opportunities Asset allocation based on your goals Financial projection software Retirement planning Common mistakes we see Luke and James will then go through thei...
May 02, 2023•1 hr 28 min
As people look for ways to enjoy their lives outside the confines of a traditional 9-to-5 job, people have been joining the F.I.R.E movement, but what is it exactly? Check out the full article here: https://lighthousefinancial.co.nz/is-the-f-i-r-e-movement-a-scam/ For more money tips follow us on: Facebook - https://www.facebook.com/lighthousefinancialnz Instagram - https://www.instagram.com/lighthousefinancialnz LinkedIn - https://www.linkedin.com/company/lighthousefinancialnz Spotify - https:/...
May 01, 2023•15 min
Join James and Mike as they review the RBNZ's latest changes. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Apr 25, 2023•17 min
The third-generation curse is a phenomenon that affects 90% of families causing them to lose all of their wealth by the third generation. Register for our How To Invest For Your Family Event here: https://www.eventbrite.co.nz/e/how-to-invest-for-your-family-tickets-617523077147?aff=Lighthouse Check out the full article here: https://lighthousefinancial.co.nz/how-to-beat-the-third-generation-curse/ For more money tips follow us on: Facebook - https://www.facebook.com/lighthousefinancialnz Instagr...
Apr 24, 2023•18 min
This week Mike goes through the brand new changes all the major banks have implemented for property purchases. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Apr 19, 2023•6 min
This week we have Matthew Harris on again to talk about his biggest lessons in his property development journey. Check out the full article here: https://lighthousefinancial.co.nz/property-development-101-ft-matthew-harris/ For more money tips follow us on: Facebook - https://www.facebook.com/lighthousefinancialnz Instagram - https://www.instagram.com/lighthousefinancialnz LinkedIn - https://www.linkedin.com/company/lighthousefinancialnz Spotify - https://cutt.ly/CBSpotify Apple Podcast - https:...
Apr 16, 2023•28 min
This week we have our Managing Director on the podcast to chat about his story of how he went from 0 - 30 properties in just 10 years. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Apr 11, 2023•41 min
On this week's episode, we answer your instagram questions! The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Apr 04, 2023•12 min
We take a look at the numbers and compare the value appreciation of houses, townhouses, and apartments in Auckland over the past two decades. Check out the full article here For more money tips follow us on: Facebook Instagram LinkedIn The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions....
Apr 03, 2023•15 min
This week, Mike tells us a story on a house purchase that went horribly wrong. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Mar 29, 2023•11 min
This week we're joined by Catherine Emerson from Kernel Wealth to talk about how to budget for a baby. Pre-register for our event here Check out Kernel Wealth here Check out the full article here The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions....
Mar 26, 2023•17 min
On this midweek episode, James and Mike react to a study that found Kiwis spend 13 hours of work time a month worrying about money. You can see the article here . The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions....
Mar 22, 2023•8 min
Money is a ubiquitous part of our daily lives, and yet we are often taught that it is impolite to talk about it. Learn all about the psychology of money in this episode. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions....
Mar 19, 2023•13 min
This week James is going solo with special guest Tim Edwards, Managing Director and Global Head of Index Investment Strategy at S&P Dow Jones Indices. Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions....
Mar 15, 2023•15 min
Many older Kiwis are considering reverse mortgages as a means of accessing the equity in their homes and turning it into cash. However, the question remains: are reverse mortgages a sound retirement strategy? Hosted on Acast. See acast.com/privacy for more information. The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions....
Mar 13, 2023•17 min
