In this episode, we sat down with Matt Harris, our very own Managing Director here at Lighthouse Financial, to uncover practical strategies for minimising your tax bill in 2025. From the importance of tidy records to optimising property structures and leveraging chattels valuations, Matt shares actionable advice to help you keep more of your hard-earned money. This episode is proudly sponsored by Partners Life . For more money tips follow us...
Dec 12, 2024•15 min
In this episode, we sat down with Murray Harris, Head of KiwiSaver at Milford, to explore the performance of active versus passive KiwiSaver funds and why active management continues to deliver strong returns. Murray also shares insights into Milford’s investment strategies, the importance of research, and how KiwiSaver could support New Zealand’s future growth. Learn more about Milford here This episode is proudly sponsored by Partners Life ....
Dec 10, 2024•31 min
In this episode of The Takeover, Makayla and Jess explore five smart ways to stretch your budget this summer. From choosing the best seasonal splurges to uncovering clever savings tips, you’ll discover how to make your money go further during the warmer months. This episode is proudly sponsored by Partners Life . For more money tips follow us on: Facebook...
Dec 08, 2024•20 min
In this episode, we sit down with Madison Reidy, the driving force behind Markets with Madison. From rocket launches to Wall Street, Madison shares how curiosity and bold ambition have shaped her career, offering unique insights into the industries and people redefining our future, including the habits and lessons of the world’s top CEOs. Learn more from Markets With Madison here This episode is proudly sponsored by Partners Life . For more money ...
Dec 05, 2024•30 min
In this episode, we sit down with Scott O'Neill, CEO and founder of Rethink Group, to explore the key considerations for Australians and New Zealanders investing in commercial property across the Tasman. From financing and tax differences to natural hazards and market opportunities, Scott shares insights on diversification, due diligence, and timing for maximising returns in a dynamic property market. Learn more about Rethink Group here This episode is proudly sponsored by ...
Dec 03, 2024•22 min
In this episode, James and Mike explore the journey of securing a property bargain, from navigating deceased estates to handling unexpected repairs. Learn how to assess risks, negotiate effectively, and uncover hidden value in a competitive market. This episode is proudly sponsored by Partners Life . For more money tips follow us on: Facebook...
Dec 01, 2024•26 min
In this webinar Mike and James share their journey of transforming a renovation project into a $1 million success in just 10 weeks, under expert guidance from Real Estate Investor and Coach Ilse Wolfe. In this webinar, they dive into: 🔨 Essential steps in the renovation process 🔨 Lessons learned and challenges overcome 🔨 Insider tips for profitable investments Whether you're a seasoned investor or just starting out, this webinar is packed with actionable advice and inspiration! Learn more abo...
Nov 28, 2024•1 hr 23 min
In this episode, we sit down with Mark Harris, Managing Director of New Zealand Sotheby’s International Realty, delving into the experiences that shaped his journey to the top of the real estate industry. Mark shares personal stories from his formative years, insights into Queenstown’s thriving property market, and thoughts on what makes this iconic region a standout investment destination. Learn more and to get in touch with the New Zealand Sotheby’s International Realty team here This episod...
Nov 26, 2024•26 min
In this episode of The Takeover Makayla and Jess compare the cost of living in Auckland and Vancouver. From salaries and housing to groceries and transport, they explore whether the grass is truly greener across the Pacific—or if the challenges of affordability are universal. This episode is proudly sponsored by Partners Life . For more money tips follow us on: ...
Nov 24, 2024•25 min
We uncover the dark side of Black Friday, exploring staggering sales statistics, misleading deals, and predatory debt practices. Through stories of thrift finds and regrets, we delve into the psychology behind consumerism. This episode is proudly sponsored by Partners Life . For more money tips follow us on: Facebook...
Nov 21, 2024•15 min
Join us as we delve into the upcoming OCR announcement and its potential impact on mortgage rates. From economic factors to interest rate predictions, we break down what this means for homeowners and the housing market. This episode is proudly sponsored by Partners Life . For more money tips follow us on: Facebook...
Nov 18, 2024•9 min
We sat down with Hamish Pinkham, co-founder of Rhythm and Vines, to discuss the festival’s evolution from a summer project to a cultural icon, and how sustainability, strategic partnerships, and a dedicated team have contributed to its success. Tune in for insights on the financials behind the festival and what’s next for this renowned New Zealand event. Learn more about Rhythm and Vines here This episode is proudly sponsored by Partners Life . Fo...
Nov 17, 2024•45 min
We’re joined by Mark Harris, managing director of New Zealand Sotheby’s International Realty, to discuss Queenstown’s unique property market. From international appeal to lifestyle-driven growth, Mark shares insights on future opportunities and what makes Queenstown one of New Zealand’s hottest real estate scenes. Learn more and to get in touch with the New Zealand Sotheby’s International Realty team here This episode is proudly sponsored by Partners Life...
Nov 14, 2024•24 min
In this episode, we sit down with the commercial property king, Scott O'Neill, Founder and CEO of Rethink Group. We compare commercial and residential property investments, highlighting the risks, rewards, and challenges of both to help you decide which investment truly wins. Learn more about Rethink Group here This episode is proudly sponsored by Partners Life . For more money tips follow us on: ...
Nov 12, 2024•27 min
In this episode of The Takeover, we discuss whether you should work for love or money, and how to balance financial goals with personal happiness. We explore the relationship between money, happiness, and career choices, understanding how income influences life satisfaction and how people use wealth to enhance their well-being. This episode is proudly sponsored by Partners Life . For more money tips follow us on: ...
Nov 10, 2024•32 min
In this episode, we sit down with Director of NZMS James Kellow to discuss the future of housing in New Zealand. We explore the factors shaping New Zealand’s housing market, from affordability challenges to the impact of council regulations on new builds. We discuss whether current policies are helping or hindering the future of homeownership and investment in the country. Learn more about NZMS This episode is proudly sponsored by Partners Life . For ...
Nov 07, 2024•25 min
In this episode, we dive into the latest quarterly update, exploring whether today's high returns are sustainable and what that means for investors heading into 2025. Join us as we analyse market trends, share insights, and discuss strategies for navigating the ever-changing financial landscape. Don’t miss out on vital information that could shape your investment decisions! This episode is proudly sponsored by Partners Life . For more money tips follo...
Nov 05, 2024•11 min
In this episode, we delve into whether the S&P 500 truly offers diversification for investors. We unpack the index's composition and performance, examining if it lives up to its reputation as a diversified fund in today's market. Learn more about Kernel This episode is proudly sponsored by Partners Life . For more money tips follow us on: Facebook...
Nov 03, 2024•19 min
We recently sat down with Scott O'Neill, CEO and founder of Rethink Group, Australia’s largest commercial buyers agency. Scott shares his journey from humble beginnings to building a property empire, diving into his strategic approach to property investment, the importance of positive cash flow, and how he’s helping investors rethink their approach to the commercial property market. Learn more about Rethink Group here This episode is proudly sponsored by Partners Life...
Oct 31, 2024•36 min
A Beginner's Guide On NZ's Commercial Property Boom ft. Scott O'Neill | Episode 235 We recently sat down with Founder & CEO of Rethink Group Scott O'Neill to understand the complexities of commercial property in New Zealand and Australia. If you’ve ever been interested in commercial property, this webinar runs through everything you need to know - we discussed key market trends, strategies for success, and how shifting interest rates are influencing investment opportunities. Learn more about...
Oct 30, 2024•1 hr 32 min
We sat down with property expert and our very own Lighthouse Financial Managing Director Matthew Harris, to discuss the rise of property flipping in New Zealand's current market. He explores why investors are trading properties now and the potential risks and rewards associated with this cash flow strategy amid declining house values and high interest rate. This episode is proudly sponsored by Partners Life . For more money tips follow us on: ...
Oct 29, 2024•20 min
We sat down with Stephanie Pow, the Founder of Crayon, and explored the significant financial burdens of raising children, highlighting costs like education, healthcare, and extracurricular activities that can accumulate over the years. Listen to our previous episode with Stephanie here . Learn more about Crayon here . This episode is proudly sponsored by Partners Life . For more money tips follow us on: ...
Oct 27, 2024•27 min
In this episode, we explore the potential risks facing New Zealand's economy. We also dive into the challenges businesses face in navigating costs, redundancies, and positioning themselves for future growth opportunities. This episode is proudly sponsored by Partners Life . For more money tips follow us on: Facebook ...
Oct 24, 2024•21 min
We explore the intriguing question of whether investing in your own company is a smart move with insights from Luke Smith, Senior Product Lead at Sharesies and CEO of Orchestra. This episode is proudly sponsored by Partners Life . For more money tips follow us on: Facebook ...
Oct 22, 2024•47 min
In this episode of The Takeover, we share practical tips for saving money and sticking to your budget this Christmas, from prioritising experiences over expensive gifts to using a shopping list and comparing prices. This episode is proudly sponsored by Partners Life . For more money tips follow us on: Facebook ...
Oct 20, 2024•29 min
We’re joined once again by Kiwibank Chief Economist Jarrod Kerr to discuss the latest CPI and inflation data, offering insights into how these shifts are shaping New Zealand's economic future. This episode is proudly sponsored by Partners Life . For more money tips follow us on: Facebook ...
Oct 17, 2024•33 min
We dive into our latest multi-unit renovation project, where we’ve bought 12 houses in Upper Hutt. We share the challenges we faced, from managing tight timelines to balancing budgets, and explain how we plan to maximise value through renovations and increased rents. This episode is proudly sponsored by Partners Life . For more money tips follow us on: Facebook...
Oct 15, 2024•51 min
We explore the details of business structuring in New Zealand, highlighting the pros and cons of look-through companies (LTCs). This episode is proudly sponsored by Partners Life . For more money tips follow us on: Facebook Instagram...
Oct 13, 2024•56 min
In this episode, we share our journey of purchasing 12 houses, discussing our financial goals and the initial hesitations we faced. With Ilse Wolfe’s guidance, we explore the challenges of investing in an unfamiliar market and reflect on key lessons learned so far. Keep an eye out for part 2! This episode is proudly sponsored by Partners Life . For more money tips follow us on: Facebook...
Oct 10, 2024•22 min
In this episode, we explore the potential outcomes of the upcoming OCR announcement and its impact on the economy. This episode is proudly sponsored by Partners Life . For more money tips follow us on: Facebook Instagram...
Oct 07, 2024•18 min
