In this quick bite from Shared Lunch, host Helen Matterson and financial advisor Hannah McQueen from Enable.Me tackle a common financial dilemma: how might you balance KiwiSaver contributions and paying off your mortgage? 

Hannah shares her options on balancing retirement savings with property investment,  contributing up to an employer's match, and thoughts on what could happen with the extra funds. Plus, what are some major mistakes kiwis make when it comes to finances? 

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time

In this quick bite from Shared Lunch, host Helen Matterson and financial advisor Hannah McQueen from Enable.Me tackle a common financial dilemma: how might you balance KiwiSaver contributions and paying off your mortgage? Hannah shares her options on balancing retirement savings with property investment,  contributing up to an employer's match, and thoughts on what could happen with the extra funds. Plus, what are some major mistakes kiwis make when it comes to finances? 
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time

A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in Brought to you by Sharesies, with BusinessDesk.

Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in Brought to you by Sharesies, with BusinessDesk.
Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

Shared Lunch

A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in

Brought to you by Sharesies, with BusinessDesk.

Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

Quick Bite: KiwiSaver contributions vs paying off the mortage?

The cut in the official cash rate to 5.25% is a huge relief for mortgage holders and businesses.

We talk to Kiwibank Chief Economist Jarrod Kerr about the significance of this move. 

Where is inflation at? Will there be further cuts in quick succession or a slow burn? What does this mean for house prices? Don’t miss this short episode for all the answers. 

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time

The cut in the official cash rate to 5.25% is a huge relief for mortgage holders and businesses.
We talk to Kiwibank Chief Economist Jarrod Kerr about the significance of this move. 
Where is inflation at? Will there be further cuts in quick succession or a slow burn? What does this mean for house prices? Don’t miss this short episode for all the answers. 
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time

Phew! Interest rates go south! With KiwiBank's Jarrod Kerr

How do you get ahead once you’ve emptied your savings and most of your Kiwisaver to buy a  home?  

For many of us the financial struggle seems never ending. In keeping with the theme of Sorted Money Month, ‘Pause, get sorted’,  we look at what you can do to keep building your wealth for the future. 

We’re joined by enable.me founder Hannah McQueen who suggests where to start, and answers common questions around balancing mortgage debt and contributing to Kiwisaver. 

We’re giving away two copies of Hannah’s revised book ‘Kill Your Mortgage and Sort your Retirement’. Head to the Sharesies Share Club NZ Facebook Group to enter and let us know your top money tips for building future wealth. T&Cs apply . 

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time

How do you get ahead once you’ve emptied your savings and most of your Kiwisaver to buy a  home?  
For many of us the financial struggle seems never ending. In keeping with the theme of Sorted Money Month, ‘Pause, get sorted’,  we look at what you can do to keep building your wealth for the future. 
We’re joined by enable.me founder Hannah McQueen who suggests where to start, and answers common questions around balancing mortgage debt and contributing to Kiwisaver. 
We’re giving away two copies of Hannah’s revised book ‘Kill Your Mortgage and Sort your Retirement’. Head to the Sharesies <a href="https://www.facebook.com/groups/sharesiesshareclub/">Share Club </a>NZ Facebook Group to enter and let us know your top money tips for building future wealth. <a href="https://intercom.help/sharesies/en/articles/9731714-share-club-kill-your-mortgage-and-sort-your-retirement-book-giveaway-terms-and-conditions">T&amp;Cs apply</a> . 
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time

Bought a house. Now what? With Hannah McQueen

We go onsite at Fisher & Paykel's East Tamaki campus and talk to Managing Director Lewis Gradon about his 41 year tenure, and how do you plan for the next 30?     

The conversation covers recent challenges like the tail from COVID-19, and being disciplined enough not to succumb to short-term share market pressures. Plus the potential anesthesia market, where homecare is headed and building an even bigger complex at Karaka.     

With most R&D still locally based, F&P hopes to stem the brain drain and act as a brain magnet for young grads. 

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time

We go onsite at Fisher &amp; Paykel's East Tamaki campus and talk to Managing Director Lewis Gradon about his 41 year tenure, and how do you plan for the next 30?     
The conversation covers recent challenges like the tail from COVID-19, and being disciplined enough not to succumb to short-term share market pressures. Plus the potential anesthesia market, where homecare is headed and building an even bigger complex at Karaka.     
With most R&amp;D still locally based, F&amp;P hopes to stem the brain drain and act as a brain magnet for young grads. 
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time

Quick Bite: KiwiSaver contributions vs paying off the mortage?

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