Shared Lunch

With a new government we could be looking at an official KiwiSaver review, so what should that entail? Frances Cook speaks with Velocity Financial's Simon O'Neill about what tweaks are needed to the scheme after 16 years on the go. Potential areas could include: Increased financial education Ensuring the scheme's comprehensibility and transparency to its users. The potential for local investments...

Is it a challenge to keep building that KiwiSaver for a first-home deposit or retirement?  With KiwiSaver withdrawals continuing to rise, we look at what you can do if you find yourself in a tight spot, and what does a withdrawal, pause or adjusting your contribution entail? Simon O’Neill, financial advisor at Velocity Financial, sets out the options. And why it’s important not to stop and be in t...

In this quick bite: Turners Group CEO Todd Hunter shares his take on how Kiwis are adapting their car buying habits during tough times. Plus, how are EV's and Hybrids faring in the used car market? And a big challenge for New Zealand to make our aging vehicle fleet greener, where can we look for a solution?  This quick bite is from our previous episode: Tina's Turners remains robust in tough times...

What does the near-term future look like for NZX 50 newbie Turners Automotive Group? And what’s the cost-of-living squeeze doing to our car buying habits?  Turner's CEO Todd Hunter tells us about new sites opening around the country and how the company plans to  increase margins by selling more to the public as well as dealers. You’ll find out that NZers are still buying used cars, but less expens...

In this quick bite we explore the complex tax landscape for Bitcoin and Bitcoin ETFs in New Zealand. What is the IRD's stance on cryptocurrencies? Lawyer and crypto expert Jeremy Muir gives an overview on Foreign Investment Fund rules, the differences between crypto and share investments, how U.S. ETFs fall under tax scrutiny, and the implications for retail investors.  This quick bite is from our...

Do you want to have a better understanding of crypto and what new regulated Bitcoin exchange-traded-funds (ETFs) mean for investors? To understand the significance of the Securities & Exchange Commission approval of BTC ETFs, we talk to Bitcoin and crypto legal expert, Jeremy Muir, a partner at Minter Ellison Rudd Watts. We look at the history of Bitcoin, what a spot BTC ETF offers, the tax im...

How are the first crypto-backed ETFs set to impact the investment market? Industry giants are now providing accessible avenue to cryptocurrency exposure with 11 new ETF's approved. In this Shared Lunch quick bite, Global markets commentator Simon Robertson gives his thoughts on a significant market evolution. This Quick Bite is from our previous episode: 2024: What Investors Need to Know. This wid...

Will inflation become less sticky? When will interest rates trend down? What are the sectors and stocks to watch?  We put these questions and much more to ANZ chief economist and global markets commentator Simon Robertson.   This wide reaching conversation includes the  geopolitical influence versus NZ politics,  changing business confidence and is Bitcoin investing about to become mainstream? For...

Kendell Flutey, co-founder and director of financial education platform Banqer, shares about the importance of the physicality of money, and explains the three jar method, a way of helping kids manage their money. This is a quick bite from our previous episode 'Kids & Money with Kendell Flutey from Banqer'. They talk about the different stages of financial education, from preschool to high sch...

Kendell Flutey, co-founder and director of financial education platform Banqer, joins Sharesies' co-founder Brooke Roberts in the third episode of our "Kids & Money"  summer series. They talk about the different stages of financial education, from preschool to high school, and how parents can guide and engage in these conversations. This includes why it’s important to have conversations that a...

Nigel Latta talks about the role of values when it comes to kids and money, plus the teenage years and the importance of the 'long conversation'.  This quick bite is from our previous episode 'Kids & Money with Nigel Latta'  For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by...

New Zealand psychologist and author Nigel Latta joins Sharesies' co-founder Brooke Roberts in the second episode of our "Kids & Money" series. In this episode, we discuss the importance of teaching kids about money, including concepts of saving and how temperament impacts a child's approach to finances. Nigel shares insights from his experience educating his own children about money and explai...

How does Ruth Henderson, AKA The Happy Saver manage pocket money with her teenage daughter? Find out about the non-negotiable amount that has to be invested and the key things her daughter will need to know by the time she leaves home.  This is a quick bite from our previous episode 'Kids & Money with the Happy Saver' part of our summer series on talking to kids about money. Brought to you by...

In this special Kids & Money summer series hosted by Sharesies co-founder Brooke Roberts, we tackle the often hard subject of ‘how to talk to your kids about money’. These conversations cover a range of topics from ways to keep kids (of various ages) interested, to lessons about investing that they can draw on throughout their life. Ultimately, we believe encouraging good habits with money fro...

Sharesies co-CEOs Sonya Williams and Brooke Roberts get motivated as we head into the new year, sharing a couple of tips from James Clear, author of Atomic Habits, and how Sonya brought some business techniques into home life!  This quick bite is from our previous episode 'Why do goals matter?' Tune in for a fun conversation between two female entrepreneurs.  Brought to you by Sharesies, with Busi...

As Shared Lunch wraps for 2023, Sharesies co-CEOs Sonya Williams and Brooke Roberts laugh and chat about the highlights of the year and how they’re aiming to start 2024.  From Sharesies milestones, to personal goal setting, creating financial habits and their fav books and podcasts—there’s never a dull moment.    Tune in for a fun conversation between two female entrepreneurs.  For more or to watc...

It’s been a year. Wars, rising interest rates, persistent inflation, AI changing our lives forever, bonds become less boring, and Barbie is back!    Join us for a reflective but fun look at 2023—plus a peek into what’s in store for investors 2024, with Brad Olsen from Infometrics and Harbour Asset Management’s Chris di Leva.  In this second part of a 2-part year-end episode, we look at where inter...

It’s been a year. Wars, rising interest rates, persistent inflation, AI changing our lives forever, bonds become less boring, and Barbie is back!    Join us for a reflective but fun look at 2023—plus a peek into what’s in store for investors 2024, with Brad Olsen from Infometrics and Harbour Asset Management’s Chris di Leva.  In this first of a 2-part year-end episode,  we cover world influences,...

Genesis Energy CEO Malcolm Johns discusses the realities of adopting an extensive renewable strategy to achieve 95% renewable electricity generation by 2035, aligning with New Zealand's 2050 net-zero carbon legislation. This is a quick bite from our previous episode: Genesis Energy–charged for change. For more or to watch the episod on youtube—check out http://linktr.ee/sharedlunch Brought to you...

So how does gentailer Genesis leverage its maligned coal and gas assets to help forge a new future in renewables?  New CEO Malcolm Johns tells us why he took on one of the biggest challenges in the energy sector. He says the so-called ESG discount applied to the Genesis share price will be harder for the market to justify under its new strategy. Our conversation also covers how Genesis plans to cu...

Tony Alexander shares his perspective on the NZ property market heading into next year, why does he think a frenzy isn't on the horizon just yet — and what markers , like interest rates and stock listings, is he looking for to signal significant changes for potential buyers? This is a quick bite from our previous episode: What will the summer property market bring? For more or to watch on youtube—...

Investors are riding out economic headwinds and adjusting share portfolios to find investments that take advantage of trends such as Ai and renewables.   These are some of the findings from the quarterly Sharesies Investor Insights survey conducted by independent economist Tony Alexander. Tony tells us why he thinks shares are still the most popular investment, but that momentum is returning to th...

Managing director of Mainfreight Don Braid joined Shared Lunch to talk about the not-so down and dirty world of freight. As part of what’s become a high tech industry, Mainfreight has made some big international moves. Don shares why he thinks more NZ companies should be looking offshore. This quick bite is from our previous episode 'Mainfreight–A 100+ year business in the making'  For more or to...

Logistics and transport multinational Mainfreight is bouncing back after reporting a 42.6% drop in net profit which it puts down to a more normalised trading environment after a post pandemic boom.   Our conversation with Managing Director Don Braid delves beyond the numbers, including his 26 year tenure, how the company has kept growing, and further expansion overseas. We also discuss the dividen...

In this Quick Bite we talk to Milford Asset Management’s Daniel Wu about Apple’s approach to AI, new products such as the Vision Pro - is this the plan for the future of the company? For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, gues...