Cheques and Balances

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://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 your own personal situation and goals before making any financial decisions.

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.

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.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 your own personal situation and goals before making any financial decisions.

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. It is important to take into consideration your own personal situation and goals before making any financial decisions.

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 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.

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 your own personal situation and goals before making any financial decisions.

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.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 your own personal situation and goals before making any financial decisions.

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.

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://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 your own personal situation and goals before making any financial decisions.

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 settingCashflow managementIdentifying investment opportunitiesAsset allocation based on your goalsFinancial projection softwareRetirement planningCommon mistakes we seeLuke and James will then go through their top tips for becoming financially bulletproof in 2023. Questions are available throughout the webinar. 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.