Lighthouse Financial
Securing Kiwi's financial future ✨
The leak that exposed the world’s richest and most powerful people ended up changing New Zealand trust law forever.
In this episode, James, Mike and Matt unpack the Panama Papers, explain how New Zealand became linked to foreign trusts, shell companies and tax transparency concerns, explore the reforms that followed, and discuss how trusts are used today for asset protection, estate planning and wealth management.
Comment PODCAST to listen now.
The content of this post and podcast is the opinion of the hosts. It should not be treated as financial advice. Always consider your own personal situation and goals before making any financial decisions.
16/06/2026
Not all investment properties are created equal.
🏡 We help investors identify quality opportunities and avoid costly mistakes.
Get in touch with our Property Team if you'd like help finding the right investment property.
https://lighthousefinancial.co.nz/property/
The content of this post and podcast is the opinion of the hosts. It should not be treated as financial advice. Always consider your own personal situation and goals before making any financial decisions
16/06/2026
Not all investment properties are created equal.
🏡 We help investors identify quality opportunities and avoid costly mistakes.
Comment PROPERTY if you’d like help finding the right investment property.
The content of this post is the opinion of the hosts. It should not be treated as financial advice. Always consider your own personal situation and goals before making any financial decisions.
Property tainting is one of the easiest tax traps to fall into and one of the easiest to avoid with the right advice.
Speak to our accounting team before mixing buy-and-hold investing with property development.
https://lighthousefinancial.co.nz/accounting/
The content of this post and podcast is the opinion of the hosts. It should not be treated as financial advice. Always consider your own personal situation and goals before making any financial decisions.
Property tainting is one of the easiest tax traps to fall into and one of the easiest to avoid with the right advice.
Speak to our accounting team before mixing buy-and-hold investing with property development.
The content of this post and podcast is the opinion of the hosts. It should not be treated as financial advice. Always consider your own personal situation and goals before making any financial decisions.
A will is for those you leave behind. Protect your family, not just your assets.
Get in touch with the team if you'd like to review your will, trust, or estate planning structure.
https://lighthousefinancial.co.nz/accounting/
The content of this post and podcast is the opinion of the hosts. It should not be treated as financial advice. Always consider your own personal situation and goals before making any financial decisions.
Swipe right on the wrong property and you'll regret it.
In this episode, James and Lighthouse Property Director Adam Farrell break down which property types suit different investors, from townhouses and standalone homes to renovations, multi-unit properties and commercial real estate, while exploring risk, cash flow, capital growth, retirement planning, and when property may not be the right investment at all.
Listen now
https://youtu.be/Uc0PVQITozo?si=9uJNRzra4ucOxAqC
The content of this post and podcast is the opinion of the hosts. It should not be treated as financial advice. Always consider your own personal situation and goals before making any financial decisions.
A will is for those you leave behind. Protect your family, not just your assets.
Comment ESTATE if you’d like to review your will, trust, or estate planning structure.
The content of this post and podcast is the opinion of the hosts. It should not be treated as financial advice. Always consider your own personal situation and goals before making any financial decisions.
Swipe right on the wrong property and you’ll regret it ➡️
In this episode, James and Lighthouse Property Director Adam Farrell break down which property types suit different investors, from townhouses and standalone homes to renovations, multi-unit properties and commercial real estate, while exploring risk, cash flow, capital growth, retirement planning, and when property may not be the right investment at all.
Tune in tomorrow.
The content of this post and podcast is the opinion of the hosts. It should not be treated as financial advice. Always consider your own personal situation and goals before making any financial decisions.
13/06/2026
Would you trust ChatGPT with your mortgage?
In this episode, James and Mike discuss whether ChatGPT can replace a mortgage broker, unpack a real-life example where AI mortgage advice conflicted with professional advice, explore the difference between information and personalised advice, and explain where AI can help—and where it can get things wrong.
Comment PODCAST to listen now.
The content of this post and podcast is the opinion of the hosts. It should not be treated as financial advice. Always consider your own personal situation and goals before making any financial
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Auckland
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Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |