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Cheques and Balances
Cheques and Balances
524 episodes
23 hours ago
Whether you're buying your first home, tackling debt, or building long-term wealth, we’ll show you how to make smarter money moves. With over 20 years of combined experience as qualified financial advisers, James Blair and Michael Vincent share straight-talking advice, practical strategies, and real conversations about money - all to help you take control of your financial future with confidence. Check out our website below: lighthousefinancial.co.nz
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All content for Cheques and Balances is the property of Cheques and Balances and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Whether you're buying your first home, tackling debt, or building long-term wealth, we’ll show you how to make smarter money moves. With over 20 years of combined experience as qualified financial advisers, James Blair and Michael Vincent share straight-talking advice, practical strategies, and real conversations about money - all to help you take control of your financial future with confidence. Check out our website below: lighthousefinancial.co.nz
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Business
Episodes (20/524)
Cheques and Balances
Live Webinar: Flip vs. Hold? Property And Tax Strategies For Smarter Investing Ft. Property-CEO | Episode 427

In a changing property market, investors face a critical decision: flip for short-term gains or hold for long-term wealth.

In this episode, Jim Dodd, co-founder of Property-CEO, breaks down his proven system for finding, renovating, and selling properties for profit, while Matt Harris explains how to structure, finance, and manage buy-and-hold portfolios - including the tax strategies that can make both approaches more effective.

Together, they unpack real-world market conditions, investor decision-making, and the tax implications of flipping versus holding, helping you understand which strategy aligns best with your goals.


Register now: Buying a home, investing, or want better control of your money? Join Michael Vincent and James Blair for a practical 2026 ⁠⁠financial planning webinar.⁠⁠


Next Steps: Check out ⁠Property-CEO⁠ - a coaching and mentoring programme helping Kiwis learn the strategies, funding options, and systems to build wealth through property.


For more money tips follow us on:

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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.

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23 hours ago
1 hour 29 minutes 45 seconds

Cheques and Balances
The Best Property Insights of 2025: Where the NZ Market Is Headed ft. Ilse Wolfe & Alex Martelli | Episode 426

Property strategy matters more than ever in 2026.

In this episode, we revisit the biggest property conversations of the past year - from first-home and investor case studies to buyer’s agent insights, auction tactics, cash flow vs capital gains, interest rates, OCR cuts, and what actually drives confident property decisions heading in 2026


Register now: Buying a home, investing, or want better control of your money? Join Michael Vincent and James Blair for a practical 2026 financial planning webinar.


For more money tips follow us on:

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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.

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3 days ago
27 minutes 34 seconds

Cheques and Balances
Sharemarket 101: How To Start Investing In 2026 | Episode 425

Investing doesn’t need to be complicated.

In this episode, we break down how the fundamentals of how the sharemarket actually works - what a share is, when you should (and shouldn’t) invest, the risks to watch for, how platforms make money, and why diversified, long-term investing beats trying to pick winners.


Register now: Buying a home, investing, or want better control of your money? Join Michael Vincent and James Blair for a practical 2026 ⁠financial planning webinar.


For more money tips follow us on:

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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.

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5 days ago
14 minutes 9 seconds

Cheques and Balances
Live Webinar: Building a Financial Plan for Summer | Episode 424

Summer spending is easy - staying on top of your money is harder.

In this episode, we walk through how to set clear financial goals, build a sustainable budget, make smarter KiwiSaver choices, manage debt properly, and create a practical roadmap toward buying a home and building long-term wealth without blowing up your lifestyle.

Register now: Buying a home, investing, or want better control of your money? Join Michael Vincent and James Blair for a practical 2026 ⁠financial planning webinar.⁠


Speak to an adviser: If you want help turning your goals into a clear plan, book a complimentary 30-minute chat with a Lighthouse Financial adviser.


For more money tips follow us on:

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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.

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1 week ago
41 minutes 30 seconds

Cheques and Balances
The Best Guest Insights of 2025: Money, Markets & Growth ft. Luke Kemeys, Nicola Willis and more | Episode 422

Four standout guests. Four conversations that shaped how we think about money, markets, and growth.In this special episode, we’ve pulled together our favourite guest moments from 2025 - revisiting the ideas, debates, and insights that sparked the biggest conversations throughout the year. From investing psychology and compounding, to housing reform, economic recovery, and scaling global businesses, this episode captures the thinking that mattered most.Register now: Buying a home, investing, or want better control of your money? Join Michael Vincent and James Blair for a practical 2026 financial planning webinar.Featured Guests & Key Discussions00:00 - Luke Kemeys- Compounding vs income investing and why behaviour matters more than perfect maths- The psychology of money, motivation, and consistency- Debt repayment strategies and getting early wins that keep people on track07:20 - Nicola Willis- Housing affordability and the future of home ownership in New Zealand- Planning reform, land supply, and replacing the Resource Management Act- Red tape, building constraints, and how supply impacts affordability- Creating economic growth beyond rising house prices13:45 - Mahesh Muralidhar- Scaling Canva from a small startup to a global business- Lessons from hyper-growth, leadership, and big ambition- Why New Zealand needs more global role models- Thinking bigger and building companies that can scale internationally21:00 - Jarrod Kerr - Interest rates, economic recovery, and why the turnaround took so long- Business confidence, hiring decisions, and investment signals- Housing market confidence, GDP outlook, and what to watch next- Where momentum is starting to return in the New Zealand economyFor more money tips follow us on: Facebook - https://www.facebook.com/lighthousefinancialnz/Instagram - https://www.instagram.com/lighthousefinancialnz/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.

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1 week ago
24 minutes 18 seconds

Cheques and Balances
Buying Property in 2026? Bridging Loans Explained | Episode 422

Buying before you sell sounds simple - until it isn’t.
In this episode, we break down bridging finance, when it makes sense to use it, the difference between open and closed bridging loans, how banks assess risk, the real costs involved, and the common mistakes that can turn a house upgrade into a financial headache.


Next steps: If you’re thinking about upgrading, downsizing, or buying before you sell, talk to the Lighthouse Mortgages team early - a 15-minute chat can save you months of stress and costly mistakes.


For more money tips follow us on:

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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.

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1 week ago
11 minutes 9 seconds

Cheques and Balances
2026 Predictions: Is This The Year The NZ Economy Turns? | Episode 421

2026 is shaping up to be a year of recovery but not without risk.


In this episode, we break down our 2026 predictions across the New Zealand economy, covering GDP growth, interest rates and OCR expectations, share market risks and opportunities, AI’s real economic impact, property market forecasts, election uncertainty, and the global factors that could derail momentum.


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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.

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2 weeks ago
17 minutes 50 seconds

Cheques and Balances
Property Market 2026: What Buyers Need to Do Now ft. Matt Harris & Adam Farrell | Episode 420

The property market doesn’t wait and the best deals rarely come with notice.

In this episode, the Lighthouse Property team breaks down what’s really happening in the market heading into 2026, why speed and preparation matter, and walks through real case studies covering discounted new builds, regional yield opportunities, developer risk, and how first-home buyers and investors can secure strong deals without trying to time the market.


Next Steps: At Lighthouse Property, we help clients get clear and prepared to secure the right property before the market moves. If 2026 is on your radar, now’s the time to start.


For more money tips follow us on:

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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.

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2 weeks ago
18 minutes 32 seconds

Cheques and Balances
From One Property to Ten: Building a Property Empire Before 30 | Episode 419

From his first house at 18 to managing over ten projects a year - this is how Kyle turned building skills into a property empire.In this episode, we dive into Kyle’s journey from buying his first property as a teenager to scaling a portfolio through joint ventures, private finance, and smart subdivision strategies. He shares how he mitigates risk, structures his business, and what it really takes to flip and develop properties successfully in today’s market.Next Steps: Wanting to follow in Kyle’s footsteps? Check out Property-CEO - a coaching and mentoring programme helping Kiwis learn the strategies, funding options, and systems to build wealth through property.


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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.

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2 weeks ago
29 minutes 42 seconds

Cheques and Balances
How to Budget Like a Financial Adviser | Inside a Financial Plan Ep 6

A real-world look at how tracking your money actually works - without spreadsheets or guesswork.In this episode of Inside a Financial Plan, Jess walks through a PocketSmith onboarding session with Rachel and Dion, covering how to set up accounts, track cash flow, build realistic budgets, categorise spending, handle transfers correctly, and use clear insights to stay aligned with their financial plan over time.


This episode is proudly sponsored by PocketSmith: Big goals mean nothing without action. PocketSmith helps you track, plan, and stay accountable. ⁠Start today with 50% off your first two months.⁠


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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.

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2 weeks ago
27 minutes 17 seconds

Cheques and Balances
Will Passive Investment Crash The Stock Market? | Episode 417

Passive investing has taken over - but what happens when nobody’s actually picking the stocks?In this episode, we unpack the explosive rise of passive investing, the growing concentration inside major indices like the S&P 500, and whether mechanical money flows into big tech could distort markets, create instability, or even open the door for active management to matter again.Next Steps: If you’ve got money invested or sitting on the sidelines and you’re unsure whether a passive, active, or blended approach makes sense for your goals, book a chat with the Lighthouse Wealth team and build a portfolio that’s actually designed for the long term.

For more money tips follow us on:

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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.

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3 weeks ago
19 minutes 15 seconds

Cheques and Balances
3 Things to Know Before Buying an Investment Property ft. Matt Harris | Episode 416

Buying your first investment property? Here are the three game-changing rules every investor needs to know before they make their move.


In this episode, we break down exactly how to use your equity, why structuring your debt correctly matters, and the essential tax steps - from interest deductibility to chattel valuations and tidy accounting - that can make or break your investment success.


Next steps: If you're ready to take the next step toward your first (or next) investment property, book a call with the Lighthouse team - we'll help you understand your equity, borrowing power, and the smartest way to structure your lending and tax.


Boarder Income Rules


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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.

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3 weeks ago
17 minutes 9 seconds

Cheques and Balances
Is NZ’s Property Market Unproductive? The Real Economic Impact | Episode 415

Is NZ’s property market really unproductive — or is everyone getting it wrong?


In this episode, we break down the real economic impact of New Zealand’s property sector - from its $50B GDP contribution and 235,000 jobs, to how domestic trade, construction, KiwiSaver investment, and smarter intensification strategies shape whether property truly helps or hinders national productivity.


This episode is brought to you by ⁠Lighthouse Financial⁠ - your partner in financial freedom.


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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.

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3 weeks ago
11 minutes 49 seconds

Cheques and Balances
North vs South Island: Why One Half of NZ Is Getting Richer | Episode 413

The North and South Islands are living two completely different financial realities - and the wealth gap is bigger than you think.


In this episode, we break down why regions like Canterbury, Otago, and Southland are outperforming the major centres - from lower debt loads and cheaper housing to booming primary industries - while Auckland and Wellington grapple with high mortgages, sluggish sectors, and rising unemployment.


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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.

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4 weeks ago
15 minutes 22 seconds

Cheques and Balances
5 Reasons Buying Your First Home Just Got Easier | Episode 412

Buying your first home just got a whole lot easier and the numbers prove it.

In this episode, we break down the five biggest shifts helping first-home buyers right now: falling interest rates, lower test rates, flexible deposit options, smarter bank approvals, easier due-diligence pathways, and a market where negotiation not auctions is finally back on the table.

Next Steps: If you want to know exactly how much you can borrow, what deposit you need, and whether you’re ready to buy, book a chat with Lighthouse Mortgages and we’ll run the numbers with you.


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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.

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1 month ago
22 minutes 40 seconds

Cheques and Balances
Cashflow vs. Capital Gains: 2025’s Most Profitable Property Strategy Ft. Ilse Wolfe | Episode 411

Cashflow or capital gains? Why choose when the smartest investors are structuring their deals to get both?


In this episode, we sit down with Ilse Wolfe, Director of Wolfe Property, to unpack how investors are navigating 2025’s shifting market, from falling interest rates and rising optimism to real case studies showing how strategic renovations, multi-unit deals, and value-add tactics can create both strong cashflow and long-term capital growth.


Next steps: Learn more about Wolfe Property here


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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.

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1 month ago
37 minutes 25 seconds

Cheques and Balances
Falling Mortgage Rates: How to Add $100K to Your Net Worth | Episode 410

Mortgage rates are dropping and the right move now could add over $100K to your net worth.

In this episode, we break down how holding your repayments at the higher level you’re used to can shave decades off your loan, save hundreds of thousands in interest, accelerate your equity, and set you up for smarter investing and long-term financial freedom.


Next Steps: Want to see how much faster you could clear your mortgage? Book a chat with our Lighthouse Mortgage team today.


If you want clarity on your next steps from paying down debt to building long-term wealth book a chat with our Lighthouse Wealth team and get a personalised financial plan built around your goals.


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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.


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1 month ago
15 minutes 22 seconds

Cheques and Balances
Is NZ’s Property Market Broken? The Fall of the Investment Property | Episode 409

Is NZ’s property market actually broken or are the headlines missing the real story?


In this episode, we break down 30 years of market history, supply and demand pressures, migration, affordability, investor psychology, and the real maths behind when (and whether) investment property still works in New Zealand.


Next steps: If you want clarity on what you can borrow, what you can buy, or whether an investment property strategy stacks up, our Lighthouse Mortgage team can walk you through the numbers.


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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.

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1 month ago
18 minutes 32 seconds

Cheques and Balances
NZ Insurance Crisis: Why Have Premiums Jumped 400%? | Episode 408

Insurance premiums have exploded and Kiwis are feeling the squeeze like never before.

In this episode, we break down the shocking 15-year surge in insurance costs - from health and house premiums skyrocketing over 200–400% to the real impact of climate events, reinsurance costs, medical system pressure, and how listeners can reduce their cover without losing protection.


Next Steps: If you want to make sure your life, health, income or trauma cover actually fits your budget and stage of life, book a one-on-one with a Lighthouse insurance adviser through the link in the show notes.


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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.

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1 month ago
12 minutes 46 seconds

Cheques and Balances
OCR Predictions: Will Mortgage Rates Fall Further? | Episode 407

Will the RBNZ pull the trigger on 25 or 50? Here's what really sits behind Wednesday’s OCR call.

In this episode, we break down the latest inflation data, card-spending trends, bank pass-through (or lack of it), how summer spending could shape the economy, and why confidence - not just cuts - will determine whether 2026 finally turns a corner.

Next Steps: If you want to find out whether you qualify for the 1.5% cashback or how a refinance works, get in touch with Lighthouse Mortgages and they’ll walk you through your exact options.


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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.

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1 month ago
14 minutes 7 seconds

Cheques and Balances
Whether you're buying your first home, tackling debt, or building long-term wealth, we’ll show you how to make smarter money moves. With over 20 years of combined experience as qualified financial advisers, James Blair and Michael Vincent share straight-talking advice, practical strategies, and real conversations about money - all to help you take control of your financial future with confidence. Check out our website below: lighthousefinancial.co.nz