NZ Business Owners

"Jordan is a trainer who focuses on building the fundamentals of your fitness first. Solid conditioning is the key to success and longevity.  Becoming "Strong Fit and Stable" enables you to do the things you love with immense confidence both at work and at play, Jordan is dedicated to injury prevention and longevity. He will balance your...

Rupert Carlyon The Founder Of Kōura Wealth: "Rupert has worked in financial service roles his entire career – starting at global investment bank UBS, where he had a slew of roles in London and Auckland. Returning to New Zealand in 2014, Rupert was disappointed to see the KiwiSaver market had not moved on since he left. Seven years on, New Zealanders were still being given the same stock-standard,...

Quick fire finance of the day:  "I feel like I have always scrimped and been very careful with money — firstly when I was in my 20s as my boyfriend and I saved up to travel overseas as well as buy a house (it was easier back then), and then later when I was a single woman and buying a house on my own. I met my husband when we were both 40. It was stressful financially for me, as he was in deb...

Should I pay off my mortgage or invest in KiwiSaver? Book a Free appointment with Ryan   If you're wanting your question answered on the podcast email me at ryan@oneplan.co.nz , send a voice message below or capitalise on our free online tools and advice:   Get A Free Book and Subscription To Ryan's Weekly Newsletter                     &...

Everything's going well now but what happens when it isn't? Who gets what? Click to book your free consultation. Book a Free appointment with Ryan   If you're wanting your question answered on the podcast email me at ryan@oneplan.co.nz , send a voice message below or capitalise on our free online tools and advice:   Get A Free Book and Subscription To Ryan's Weekly Newsletter   &nbs...

Quick Fire Finance of the day: "We’re a couple nearing our 70s, have a mortgage-free house and most of our savings in our own independent KiwiSaver accounts. The thing is both accounts are with the same bank. I say this is an “eggs in one basket” scenario and one of us should change. My husband (and the bank’s financial adviser) says it’s all diversified anyway and we don’t need to. What do you th...

Couldn't I just sell my house and retire early? Am I missing something? Book a Free appointment with Ryan   If you're wanting your question answered on the podcast email me at ryan@oneplan.co.nz , send a voice message below or capitalise on our free online tools and advice:   Get A Free Book and Subscription To Ryan's Weekly Newsletter               &nb...

Kate Ross - "An accomplished entrepreneur and innovator, I have achieved 20 years of successful leadership in the recruitment and talent management sector. I founded Kinetic in 1997, and was able to rapidly grow it into a thriving national business due to the provision of superior services to both clients and candidates. Kinetic has offices in Auckland, Tauranga, Wellington and Christchurch, and h...

Greg is the founding Director of Financial Planning NZ Ltd, now known as OnePlan, and he was responsible for the company's creation. After graduating as an Accountant in 1975, Greg was employed in a number of accountancy-related roles before joining the NZ Police in 1980. Whilst there, he studied law at Auckland University. He left the Police in 1984 to teach accounting at the University of Auckla...

Could nationalism affect your financial future? It’s very natural for people to gravitate towards what they know instead venturing into the big wide world of the unknown.  Choosing to put all their money into the country they love.  New Zealand, as good as it is, will never provide the diversity you need to live the life you want on it's own.  You need to spread the risk internation...

Where we see the podcast going, our plans for the business and how we plan to revolutionise the financial space. Book A Free Appointment With Us

Cryptocurrency and blockchain could very well be one of the most important inventions of our generation. The streamline efficient way of which it processes transactions is second to none. The transparency, smart contract capability, and platform is akin to the invention of the internet. This however isn’t telling the full story. From 2000 to 2003, every company with a dot com on the end of it was...

Simplicity is the flavour of the month with it's low fees and high returns but is that telling the whole story?  Book A Free Consultation

Have you ever wondered what it's like behind the scenes of New Zealand politics? Nows your chance.  Book A Free Appointment With Us   

Quick Fire Finance Of The Day: "I am 48 and having recently divorced, I’m starting over. My husband and I owned no property together, so there were no assets to divide. I’m now starting from basically nothing and contemplating how to build a financial future. To that end, I am on my way to saving $50,000 within the next two years. I am also in KiwiSaver and have minimal personal debt. Should I use...

Is Kiwisaver even worth it in retirement or should I invest all my money in index funds? If you're wanting your question answered on the podcast email me at ryan@oneplan.co.nz , send a voice message below or capitalise on our free online tools and advice: Find Out How We Can Help You                         Get A Free Book and Subscr...

If I said you should run your business like a smartphone what would be your first thought? Do I mean you should scroll mindlessly on your screen, stuff your face with potato chips and question why you're still awake at 2am? No, the idea of the smartphone business model stems from the concept of apps or in other words, a collection of connections working cohesively for a common goal. A network of b...

This podcast went off the rails, viewers discretion be advised. Also, if you're wanting your question answered on the podcast email me at ryan@oneplan.co.nz , send a voice message below or capitalise on our free online tools and advice: Find Out How We Can Help You    Get A Free Book and Subscription To Ryan's Weekly Newsletter   Find Ryan On Social Media   Have Your Podcast an...

Are you making a big mistake investing in ETFs? Is it a bubble? Will you lose all your money? Join Jordan Greville and Ryan Melton as they unravel the mystery of Exchange Traded Funds. Also, if you're wanting your question answered on the podcast email me at ryan@oneplan.co.nz , send a voice message below or capitalise on our free online tools and advice: Find Out How We Can Help You   ...

OnePlan's director of first impressions shares her experiences as a young woman in the middle east. If you're wanting your question answered on the podcast email me at ryan@oneplan.co.nz , send a voice message below or capitalise on our free online tools and advice: Book A Free Appointment With Us                        Get A Free Book an...

Quick Fire Finance Question Of The Day: "My husband and I are in our early 50s. Both our children have moved out so we’ve started thinking about planning for our future as we don’t want to be a burden to them. My mother recently passed away and left us an inheritance. We still have a mortgage of about $100,000 and we inherited $400,000. My parents have always said that we should get a rental prope...

Quick Fire Finance Of The Day: "Recent articles in the Herald advise taxpayers to ensure that they use their correct PIR rates for their investment funds such as KiwiSaver. None of the articles address the situation though where investment funds are held in the name of joint account holders with differing PIR rates. It appears that the IRD recognise that most systems only allow for the inclusion o...

About Sarah Newton-Palmer : "I work as a life and career coach, and senior facilitator, in the field of life transitioning and leadership development. My own career has evolved through several iterations as I have learned and gradually grown into my own skin. I am driven by a love of ideas, like truth, beauty and integrity, living my own path, and constantly striving to achieve more than I thought...

If you had to swindle the tax payer out of their money how would you do it? If you're wanting your question answered on the podcast email me at ryan@oneplan.co.nz , send a voice message below or capitalise on our free online tools and advice: Book A Free Appointment With Us                          Get A Free Book and Subscripti...

It's not easy filtering through the noise. Many New Zealanders fall victim to their own greed or fear and miss out on a rewarding financial future. This episode is about our investment philosophy and how you can use it to do the things you want in life. If you're wanting your question answered on the podcast email me at ryan@oneplan.co.nz , send a voice message below or capitalise on our free onli...