Cheques and Balances

Dive into 2024's top property insights with Sam Stubbs, Founder of Simplicity, Jarrod Kerr, Chief Economist at Kiwibank, Matt Harris, Managing Director of Lighthouse Financial and James Kellow, Director of NZMS. From expert strategies on navigating the housing market to securing investments and building wealth, these highlights are packed with actionable advice to help both seasoned investors and...

In this episode, we highlight some of the top share market and economic insights of 2024, featuring expert guests Jarrod Kerr, Chief Economist at Kiwibank, Sam Stubbs, Founder of Simplicity, Dean Anderson, Founder of Kernel, and Murray Harris, Head of KiwiSaver at Milford. From share market trends to KiwiSaver strategies and investment tips, these top insights will help guide your financial decisi...

The 2024 Financial Review—the episode you’ve been waiting for! Join Mike, James, Makayla, and Jess as they break down the year’s highs, lows, and everything in between. From rising unemployment and government deficits to housing affordability and personal finance hurdles, we cover the key trends shaping New Zealand’s economy in 2024. Plus, get a behind-the-scenes look at the hosts' own financial w...

In this episode, we sit down with Matthew Horncastle, Managing Director of Williams Corporation to unpack his insights on New Zealand's property market for 2025. From government spending to tax policies and housing growth predictions, we explore the key factors shaping the year ahead and what they mean for all Kiwis. Learn more about Williams Corporation here This episode is proudly sponsored by ⁠...

In this episode, we sit down with Steve Goodey, property coach and investor, to explore the state of New Zealand’s property market and its future in 2025. From foreign buyer regulations to innovative investment strategies, Steve shares candid insights and strategies for navigating the ever-changing real estate landscape. Learn more about Steve Goodey Property Coaching here This episode is proudly...

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...

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...

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:...

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 p...

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 mar...

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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

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...

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...

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 mone...

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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

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...

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 t...

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...

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...

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 Th...

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...

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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

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 abo...

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...