Podcasts about sharesies

What’s driving global interest in infrastructure investment? We’re talking to Paul Newfield, CEO at Morrison, a pioneering infrastructure asset manager worth USD$25B. Their holdings include Infratil among a portfolio of renewable energy, data centers, and healthcare infrastructure. Paul shares how Morrison plays the long game, finding businesses with sustainable competitive advantages and often holding them for decades—resisting political trends and the quick ‘flips’ common from private equity firms. And hear how this philosophy led them to Canberra Data Centers, an $800M investment that has turned into a $13B enterprise. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. 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.See omnystudio.com/listener for privacy information.

How does Briscoe Group's Rod Duke view incoming competition from international retailers like IKEA and Sports Direct? The retail veteran shares his unconventional strategy of welcoming customers to try competitors. Plus - Duke reflects on his transition from hands-on management to mentoring, and why building a lasting legacy matters more than short-term defense. This clip is taken from our previous episode: ‘Occupy, dominate, and defend’: Briscoe Group’s growth plan. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. 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.See omnystudio.com/listener for privacy information.

A quick catch-up with Napier Port’s CEO Todd Dawson reveals never a dull moment. Autonomous trucks and dredging to deepen shipping channels are just some of the things on the back of a strong half-year profit result. Increased container volumes and an earlier pipfruit season has helped boost the numbers. We hear how investors have been rewarded with a special dividend—on top of a higher interim dividend of 4c—and why cruise ships are less keen to come Down Under. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. 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.See omnystudio.com/listener for privacy information.

How do you steer a retail giant through US-China trade conflicts and low consumer spending?Garth Bray cracks open Rod Duke's playbook for weathering an economic downturn—and capitalising on an international trade standoff. The Briscoe Group CEO reveals how his buyers have used ongoing tariff tensions to find negotiating opportunities with Chinese suppliers. In this episode, we find out: why is Briscoe Group investing $100M in a new distribution center while sales are flat? Why would this big box retailer plan to open 15 smaller 'metro' stores? Are Briscoes or Rebel concerned about incoming retail giants like IKEA, and budget e-commerce sellers like Temu and Shein? Plus, Rod shares some surprising numbers about online vs. in-store sales. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. 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.See omnystudio.com/listener for privacy information.

Is KiwiSaver better off with policy stability or is it overdue for comprehensive reform? Matt MacPherson from Sharesies & Chris Di Leva of Harbour Asset Management debate whether potential cuts to government contributions would impact participation rates. Plus - how many investors would support higher KiwiSaver contributions in a cost of living crisis? This clip is taken from our previous episode "Investing in US markets via KiwiSaver". For more or to watch on YouTube—check out http://linktr.ee/sharedlunch If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.Investing involves risk. This episode is brought to you by Sharesies Limited (NZ) in New Zealand.Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision.Sharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme. For the Product Disclosure Statement and to find out more about the Sharesies KiwiSaver Scheme go to http://sharesies.nz/kiwisaver Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.See omnystudio.com/listener for privacy information.

Curious about investing in the US market in more ways than one? In our latest episode of Shared Lunch, we explore a new KiwiSaver option, the Sharesies US500 Fund—what it is, how it works, and what role it might play as a part of your KiwiSaver. We also cover why global diversification matters, the recent US market wobbles, your risk appetite, and how to think about US investing as part of your long-term financial plan. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchSharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme. For the Product Disclosure Statement and to find out more about the Sharesies KiwiSaver Scheme go to http://sharesies.nz/kiwisaver Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. 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.See omnystudio.com/listener for privacy information.

In this quick bite, Ed McKnight from Opes Partners challenges the perception that property investment is low-risk, explaining how leverage amplifies both gains and losses. How exactly does the "mortgage magnifier" work? Ed shares how even a 5% property value change can result in far bigger equity shift for investors. Plus, we look at historical returns between property and shares in New Zealand over the past 25 years. This quick bite is from our previous episode 'What does property investment look like in 2025?' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.Investing involves risk. This episode is brought to you by Sharesies Limited (NZ) in New Zealand.Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.See omnystudio.com/listener for privacy information.

After recent rockiness in both equity and housing markets, we revisit the classic shares vs. property discussion with Ed McKnight, Resident Economist at Opes Partners. While he believes there’s a “buyer’s market”, Ed cautions that housing might be riskier than you think, and that leverage can amplify your losses as well as your returns. Is Ed worried about the impacts of climate and insurability for property investors? What makes a property rentable in 2025? How does our lower birth rate affect demand for different types of housing? And with New Zealand close to a 10-year high in property listings, Ed shares how Opes Partners identifies undervalued growth areas (like Christchurch in the pre-covid era). For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. 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.See omnystudio.com/listener for privacy information.

In this quick bite: Leighton Roberts sits down with NZ Finance Minister Nicola Willis. Where are the inspiring local success stories and why don't we hear much about innovative Kiwi businesses? Plus - the government's fiscal strategy, current debt levels and the path to budget balance and why New Zealand's size might be its advantage. This clip is taken from our previous episode '' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.Investing involves risk. This episode is brought to you by Sharesies Limited (NZ) in New Zealand.Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.See omnystudio.com/listener for privacy information.

After a tough few years for inflation, interest rates, and investor confidence, Nicola Willis is charged with not only repairing but expanding the economy. So how will our Minister of Finance and Economic Growth make that happen? Get a preview of the upcoming Budget, and hear how the Minister plans to strike a balance between stimulating growth and managing spending. How will we prioritise investment into key areas like health, education, and defense? How can we reduce NZ’s debt and attract international investing and lending? Can new trade agreements counteract the infamous Trump tariffs? Plus, how the government plans to bring financial literacy into classrooms. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). 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 personal financial advice and provides general information only. 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.See omnystudio.com/listener for privacy information.

Volatility doesn't seem to be scaring off Kiwi investors—could it be teaching us new strategies? In this bonus clip, Susannah Batley from Sharesies & Paul McBeth (The Bottom Line) discuss how investors are adapting to market turbulence by shifting toward ETFs and diversified funds rather than retreating. Does traditional index investing still provide true diversification when a handful of tech giants dominate returns? Could we be seeing a psychological shift with today's retail investors seeing market fluctuations as simply "the price of investing." This clip is taken from our previous episode 'The art of strategic mediocrity' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know.See omnystudio.com/listener for privacy information.

Forget chasing perfection, let's talk about the power of strategic mediocrity and how it might be your most valuable weapon when it comes to investing. In this week's episode of Shared Lunch, Garth Bray is joined by Paul MacBeth, editor of The Bottom Line, and Susannah Batley, GM of Sharesies Business. Together, they explore what it takes to build investment strategies, discuss how the NZX has reacted to the volatility of the last few weeks, and unpack well-known investment management firm PIMCO’s approach. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). 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 personal financial advice and provides general information only. 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.See omnystudio.com/listener for privacy information.

Check in with Bryce Leske from Equity Mates on the aftermath of Trump’s tariff bombshell, the big market swings, and how investors seem to be reacting differently this time. Compared to recent market crashes like COVID, Bryce has noticed a new sense of excitement and opportunity, with many sticking to their strategies or using the downturn to scoop up shares at lower prices. Hear why investing success is about your character over your intelligence, and the ability to stick to your guns during market downturns—and how automating investments might help you keep your cool and avoid emotional decisions.Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. 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.See omnystudio.com/listener for privacy information.

Make sense of the markets with Michelle Lopez, Head of Australasian Equities and Portfolio Manager at PIE Funds. Michelle talks about the ripple effects of tariffs and finding opportunities in a volatile market—identifying the emerging sectors and unexpected advantages. Michelle tells us which industries might be more impacted by US tariffs—and which could benefit. Hear why global trade disruptions could actually lead to deflation for Aussie consumers, and how to identify promising investments that have dropped due to anxious markets. Plus, learn how the decommissioning of Australian oil and gas wells is worth an estimated $60 billion, and gear up for potential IPOs on the ASX from Virgin and Fonterra. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. 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.See omnystudio.com/listener for privacy information.

Talk To Me Nice Thursday HOW IS THIS HAPPENING?!... Scientists have rebirthed these extinct animals and no ones talking about it! Like WHAT?!... Is Matua Marc on the search for a new best friend?... Carl from Sharesies stops by to have a chat to us about investing and what the wealth app from Sharesies has become and how it can help you, not only that but also with the global announcements/decisions as of recent and the impact it is having on the market! Hit that link below to stay caught up with anything and everything TMS. www.facebook.com/groups/3394787437503676/ We dropped some merch! Use TMS for 10% off. Here is the link: https://youknowclothing.com/search?q=tms Thank you to the team at Chemist Warehouse for helping us keep the lights on, here at The Morning Shift... www.chemistwarehouse.co.nz/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In the lead-up to the Australian election, we speak to Scott Phillips of The Motley Fool on markets, party politics—and of course, tariffs. Scott believes that market recovery is only a matter of time, reminding us of the roaring bull market that followed massive covid sell-offs. While he’s optimistic about the long-term, he also has sobering predictions for the near-term impact of tariffs on the Australian economy and beyond. Is one particular party better for the economy? How much does the election outcome really affect the share market? Scott has thoughts on how both parties' proposed policies might affect Australia's budget deficit, and what really helps with long-term prosperity and a healthy economy. Plus, a hopeful message for young Aussies about the power of time in the market. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). 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 personal financial advice and provides general information only. 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.See omnystudio.com/listener for privacy information.

The NZX50 index had fallen about 3.7 percent at the close of market today - as Donald Trump's tariffs continue to reverberate globally. It hasn't had a fall of this magnitude since the pandemic. Sharesies Co-CEO Brooke Roberts says it's hard to say how long markets will keep rattling around. "Look, it's unprecedented times in terms of the shock that has happened to the markets at the moment based off the back of the tariffs - and the ripple effect that's happening to economies." BusinessDesk reports Trade Minister Todd McClay says the NZ Embassy in Washington will raise concerns over tariffs to the US trade representative. LISTEN ABOVESee omnystudio.com/listener for privacy information.

The NZX50 index had fallen about 3.7 percent at the close of market today - as Donald Trump's tariffs continue to reverberate globally. It hasn't had a fall of this magnitude since the pandemic. Sharesies Co-CEO Brooke Roberts says it's hard to say how long markets will keep rattling around. "Look, it's unprecedented times in terms of the shock that has happened to the markets at the moment based off the back of the tariffs - and the ripple effect that's happening to economies." BusinessDesk reports Trade Minister Todd McClay says the NZ Embassy in Washington will raise concerns over tariffs to the US trade representative. LISTEN ABOVESee omnystudio.com/listener for privacy information.

You run with the ups and downs being the CEO of a gentailer. In this bonus episode Neal Barclay, the outgoing CEO of Meridian Energy reflects on his 7 years at the helm of one of our largest listed companies. He’s super proud of the renewable track the gentailer is forging, but not without its risks and challenges. This includes its joint venture with NZ Windfarms to upgrade the wind farm near Palmerston North, Te Rere Hau. Even with a net loss in recent times, low lakes levels and rising power prices, Neil is passionate about how we transition to a more stable supply. Tune in to find out what’s next for this CEO. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know. Investing involves risk. This episode is brought to you by Sharesies Limited (NZ) in New Zealand.Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.See omnystudio.com/listener for privacy information.

Go inside Meridian’s takeover proposal with Craig Stobo, Chair of NZ Windfarms, and Neal Barclay, outgoing Meridian CEO. The two leaders weigh in on the $91M offer, the coming shareholder vote, and the future of renewable energy in New Zealand. Discover the motivations behind the deal, the potential of the $600M Te Rere Hau project, and what happens if the proposal falls through. And hear what this acquisition could mean for the country's energy industry, for investors in both companies— and maybe even for your power bill. Keep an eye out for a bonus interview with Neal Barclay coming next week. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand 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 personal financial advice and provides general information only. 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.See omnystudio.com/listener for privacy information.

800,000 Kiwis are projected to be over 75 by 2040 – double today's numbers. Summerset Group CEO Scott Scoullar discusses the rapidly aging New Zealand population and retirement villages integrate with aged care facilities, combining community connections with higher levels of care. Plus, did you know Summerset is New Zealand's second-largest home builder? In a bonus clip we find out about their occasional ventures into residential development. This clip is taken from our previous episode 'Retirement villages: A hidden real estate giant?' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us an email at sharedlunch@sharesies.co.nz to let us know. Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand.Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.See omnystudio.com/listener for privacy information.

Gedit, Gedit Friday! Wow... Who else can't believe it was the 2nd birthday of TMS yesterday, it really shows that time truly doesn't wait around... So get out there Shifters and do your thanggg!... Whose been keeping up with MAFS?... This season has been unreal, if you have been slacking don't worry because, TMS has maybe the biggest MAFS fan out, and he'll keep you up to date with it all... We are so so excited to be teamed up with Sharesies and even more exciting news, this Monday we are doing something quite special and exclusive with them, that you can get in on!... A for Effort Brook... A for effort... Hit that link below to stay caught up with anything and everything TMS. www.facebook.com/groups/3394787437503676/ We dropped some merch! Use TMS for 10% off. Here is the link: youknowclothing.com/search?options%5Bprefix%5D=last&q=tms Thank you to the team at Chemist Warehouse for helping us keep the lights on, here at The Morning Shift... www.chemistwarehouse.co.nz Learn more about your ad choices. Visit megaphone.fm/adchoices

Our aging population and housing supply—two of the country’s hottest topics. And right at the intersection of both? Retirement housing.Scott Scoullar, CEO of Summerset, tells Garth Bray how the retirement village provider became New Zealand’s second-largest property developer—and the unique financial model that's helped them stay ahead of the market forces that have struck competitors.With a rapidly growing elderly population, how is the retirement sector adjusting—and are we doing enough to expand facilities? Amid regulatory changes and looming aged care shortages, Scott tells us how Summerset’s ambitions are only growing, including big plans for continued expansion into Australia. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand.Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.See omnystudio.com/listener for privacy information.

In this quick bite, Dr Joel Shulman from ERShares unpacks the democratization of private equity. What strategic opportunities exist in private markets that have been traditionally off-limits? Why has private equity grown from $1 trillion to $13 trillion and what are the impacts? Plus, insights on the unique valuation dynamics of private investments and why market movements create both risks and opportunities for investors. This quick bite is from our previous episode 'The ETF that lets you own SpaceX'.For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand 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 personal financial advice and provides general information only. 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.See omnystudio.com/listener for privacy information.

Fund manager Dr. Joel Shulman is bringing private equity access to retail investors. Meet XOVR, the exchange-traded fund that includes private holdings like SpaceX—typically only available to big institutions or cashed-up individuals. Hear how deferred IPOs have made private equity a $13 trillion market, and why Dr. Shulman believes there’s still massive growth potential, even dwarfing cryptocurrency. Discover the risks and advantages of XOVR, the unique entrepreneurial index it tracks, and the implications of including private assets that trade much more slowly. Plus, how do Elon’s recent controversies impact XOVR’s substantial SpaceX holdings? For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). 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 personal financial advice and provides general information only. 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.See omnystudio.com/listener for privacy information.

In this quick bite, Anna Scott, CEO of Smart demystifies the blurred line between active and passive investing in diversified funds. What strategic decisions are made even in "passive" portfolios? Why are league tables and quartile rankings so important when comparing diversified funds? Plus, insights on tactical asset allocation and why there's no simple benchmark for comparing diversified fund performance. This quick bite is from 'Active or Passive part 2: Passive'. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchFor more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand 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 personal financial advice and provides general information only. 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.See omnystudio.com/listener for privacy information.

Passive funds might be more aggressive than you think.In this second of our two-parter on the benefits of active and passive investing strategies, Smart CEO Anna Scott reveals what it really means to track the market. Anna explains the surprisingly active choices that go into building “passive” funds, and how passive fund managers can take defensive action during periods of market volatility. Plus: How are ETFs like coffee culture? What are the three Ps of fund management? And is it possible that the sheer scale of passive funds can actually prop up the biggest market players, creating a ‘self-fulfilling prophecy’ about which investments have the strongest growth? For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). 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 personal financial advice and provides general information only. 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.See omnystudio.com/listener for privacy information.

In this quick bite, Ana Marie from Pie Funds reveals the decision-making process of active investment managers. How do professionals evaluate undervalued stocks? What factors determined their response to NVIDIA's recent trillion-dollar drop?How do active managers navigate market volatility compared to passive funds? Plus, her insights on filtering market noise and focusing on company fundamentals in an increasingly chaotic information environment. This quick bite is from 'Active or passive investing? Part 1: Active'. Look out for the passive-focused episode this Thursday. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand 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 personal financial advice and provides general information only. 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.Pie Funds Management Limited is the manager and issuer of the funds in the Pie Funds Management Scheme and Pie KiwiSaver Scheme (the Schemes). The product disclosure statements for the Schemes are available at: www.piefunds.co.nz/investor-documents.See omnystudio.com/listener for privacy information.

Would you rather put your cash in the hands of skilled managers, or is just reliably tracking the market the smarter play? With global markets experiencing big swings, many of us are having a hard think about our investing strategies. This is part one of a two-part series examining the risks and rewards of both active & passive styles of investing. In this conversation with PIE Funds CEO Ana-Marie Lockyer, we dig into how active and passive investing fare in turbulent times. Ana-Marie pushes back on the common belief that passive is the safer bet, outlining how market fluctuations can pose challenges for passive funds, while active managers can potentially identify opportunities and mitigate risks. Look out for the passive-focused episode next week. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand 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 personal financial advice and provides general information only. 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.Pie Funds Management Limited is the manager and issuer of the funds in the Pie Funds Management Scheme and Pie KiwiSaver Scheme (the Schemes). The product disclosure statements for the Schemes are available at: www.piefunds.co.nz/investor-documents.See omnystudio.com/listener for privacy information.

In this quick bite, Tony Alexander shares his economic outlook for New Zealand. What's the impact of interest rate cuts on the economy? Why might the Reserve Bank's growth predictions be optimistic? Tony breaks down the key sectors to watch - from dairy and construction to tourism and housing - and reveals when he expects to see a shift in job security perception. Plus, Tony's take on the upcoming interest rate cuts - how low will the reserve bank go? This quick bite is from our previous episode 'Fix, float or flip' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). 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 personal financial advice and provides general information only. 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.See omnystudio.com/listener for privacy information.

Independent economist Tony Alexander analyses the latest moves from the Reserve Bank—and the impact for home owners and house hunters. We cover interest rates bottoming out (or are they?), housing prices still in limbo, and investors making moves—maybe even for the exits. With the long tail of inflation, we ask Tony whether mortgage holders should consider floating or fixed, short-term or long-term. Will interest rates really go all the way to 3%? Why are renovations on the rise? Where’s investor cash going? Tony also lifts the lid on regional market variations, from quiet confidence in Christchurch to Auckland's listing overload. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). 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 personal financial advice and provides general information only. 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.See omnystudio.com/listener for privacy information.

In this quick bite, Misti Landtroop from Palo Alto Networks breaks down the evolving cybersecurity landscape for 2025. Why is cloud security becoming more complex? Learn about the critical role of AI in fighting cyber threats, and hear her surprising prediction about why browsers are the next security frontier. Plus, get key insights for investors watching the cybersecurity space.This quick bite is from our interview 'The real-life spies of global cybersecurity' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). 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 personal financial advice and provides general information only. 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.See omnystudio.com/listener for privacy information.

Join Misti Landtroop, NZ Managing Director of Palo Alto Networks, on the front lines of cybersecurity. With a $129B market cap, Palo Alto is a leader in threat intelligence and dark web monitoring. Hear about their role in the alerting system of the Five Eyes alliance, and the need to collaborate with industry rivals to meet the most serious threats. Learn how both threat levels and security standards are rising in NZ, and the imperative to "fight AI with AI", deploying AI-powered defenses against increasingly sophisticated automated attacks. And the real-life spy story of Palo Alto threat intelligence team, Unit 42, their dark web connections, and the psychology of dealing with hackers. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). 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 personal financial advice and provides general information only. 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.See omnystudio.com/listener for privacy information.

Big Truss Tuesday Well well well... Guess AI wants all the smoke, coming at Aotearoa like that!... Because it didn't hold back!... We have an exciting chat for you today, with a familiar face, Carl from Sharesies. Carl's in to talk about the amazing opportunities that the Sharesies Whanau have to offer and how they can help the Shifters Whanau!... Sharesies is the wealth app that helps you grow your wealth. With investing, savings, KiwiSaver and insurance products available for you. There are over 10,000 investment options available on the platform, more information at www.sharesies.nz or www.sharesies.com.au Investing involves risk. We recommend talking to a licensed financial adviser. The views expressed during The Morning Shift are those of the presenters or guests and are not a recommendation or opinion to invest. They are not financial experts and their views are their own. Sharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme and Sharesies PIE Save. View the current Product Disclosure Statements at www.sharesies.nz/kiwisaver/documents and www.sharesies.nz/investments/documents. Hit that link below to stay caught up with anything and everything TMS. https://www.facebook.com/groups/3394787437503676/ We dropped some merch! Use TMS for 10% off. Here is the link: https://youknow.co.nz/collections/tms-merch-v2 Thank you to the team at Chemist Warehouse for helping us keep the lights on, here at The Morning Shift... https://www.chemistwarehouse.co.nz/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this quick bite, Fonterra CEO Miles Heller shares his insights on the company's outlook for 2025 and beyond. What are the key challenges facing this dairy giant? How is Fonterra positioning itself to handle global uncertainties, from geopolitical tensions to market volatility? Plus, get his perspective on shareholder value and the company's financial transformation since 2019. This quick bite is from our previous episode 'Beyond milk: Fonterra's next frontier' For more or to watch on youtube—check out http://linktr.ee/sharedlunch Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold. See omnystudio.com/listener for privacy information.

In this episode of Do This, Not That, host Jay Schwedelson dives into hidden opportunities in database segmentation for marketers, sharing strategies for both B2B and consumer databases. Plus, Jay shares a personal rant about “sharesies” dining experiences that we can all relate to!=================================================================Best Moments:(00:40) Introduction to hidden gold in your database(01:36) B2B database segmentation strategies(04:05) Consumer database segmentation strategies(06:03) Podcast sponsorship by Marigold(06:52) Jay's personal rant about “sharesies” dining experiences=================================================================Check out our FREE + VIRTUAL EVENTS! -> EVENTASTIC.comGuruConference.comDeliveredConference.com=================================================================MASSIVE thank you to our Sponsor, Marigold!!FREE Guide → The Loyalty Program Optimization GuideBuilding customer loyalty today means going beyond traditional rewards. Successful programs engage customers at every touchpoint, creating experiences that feel personal, valuable, and worth returning for. With nearly 70% of consumers willing to pay more for brands they love, your loyalty program can significantly drive engagement and revenue.In The Loyalty Program Optimization Guide you will learn:Customer Loyalty Today: Explore the latest loyalty trends and why customer loyalty remains a crucial growth driver in today's market.Key Strategies to Optimize Loyalty Programs: Discover must-know tactics to craft a loyalty program that's engaging, personalized, and impactful.Turning Loyal Customers into Superfans: Learn how to cultivate emotional connections that make customers feel more like brand advocates than just shoppers.Get the FREE Guide today and create better loyalty programs that drive revenue and engagement:jayschwedelson.com/marigold

It’s not just about milk anymore. Fonterra CEO Miles Hurrell opens up about steering the export giant through geopolitical turbulence, shifting consumer demands, and the push for sustainability. After a rocky ride in the late 2010s, Fonterra has refined what it’s selling and who it's selling to. With an aging global population and a wellness boom, Fonterra is ramping up investment in R&D to pursue products for health and medical nutrition. Miles describes the opportunities presented by Southeast Asia's growing middle class, even amidst Trump's looming tariffs and a shakier Chinese market. Plus, hear about Fonterra’s complex journey towards sustainability—trialling electric tankers, getting rid of coal, and the race to reduce methane emissions. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). 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 personal financial advice and provides general information only. 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.See omnystudio.com/listener for privacy information.

So much as happened since last year! Pigville's short film 'New Followers' is having a successful festival run and Harley went to Vegas to attend the American Film Market and will be going to Hong Kong too. After getting caught up on filmmaking the show devolves into a two hour debate about Elon Musk. Enjoy! Watch I Survived a Zombie Holocaust: https://linktr.ee/zombieholocaustfilm Watch Older here: https://linktr.ee/olderthemovie Support us on Patreon: http://bit.ly/PigvillePatreon Make a one-off donation: http://bit.ly/BuyUsABeer Useful podcast links: https://linktr.ee/TheGuyandHarleyPodcast Watch Immi The Vegan here: https://linktr.ee/ImmiTheVegan Watch No Caller ID here: https://bit.ly/NCIDPigville Invest with Stake: https://bit.ly/JoinStake Invest with Sharesies: http://bit.ly/SharesiesNZ ~ Guy and Harley

We're heading inside Property for Industry (PFI)’s two billion dollar portfolio, which includes some of NZ's biggest companies, private enterprises, and branches of government—with an average asset value of around $20M. PFI CEO Simon Woodhams tells Garth Bray why industrial property has been a top performing asset class, the benefits of owning warehouses in an e-commerce boom, and how they’re evolving to meet sustainability standards. Plus, what Simon’s big-picture view of PFI’s 120+ tenants (including giants like Fisher and Paykel) might reveal about NZ’s economy. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). 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 personal financial advice and provides general information only. 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.See omnystudio.com/listener for privacy information.

What are bonds role in today’s unpredictable economic landscape?In this quick bite, Chris Di Leva from Harbour Asset Management & Pattrick Smellie from Businessdesk talk about how bonds can hedge against global growth shocks, plus the shifting dynamics of globalization, trade, and geopolitics. Plus, what is the likelihood that political uncertainty—from Trump’s unpredictability to broader geopolitical risks—could upend markets?This quick bit is from our previous episode 2025: What Investors need to know For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). 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 personal financial advice and provides general information only. Past performance is not an indication of future performance. 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.See omnystudio.com/listener for privacy information.

How wild could this year get? Businessdesk’s Pattrick Smellie and Chris Di Leva of Harbour Asset Management tell us what we might want to prepare for. U.S. markets are riding high on the promise of deregulation, while China faces structural challenges that could last a decade. Bitcoin has defied expectations to rise beyond $100,000, though concerns remain about crypto (especially meme coins). On the other hand, the AI goldrush is facing hard questions. Plus: why bonds are having a moment, the growing influence of politics on the markets, and what all that could mean for your portfolio planning. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’). 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 personal financial advice and provides general information only. 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.See omnystudio.com/listener for privacy information.

Ever wondered how two guys with three broken scooters and a dream turned a garage startup into a nationwide delivery empire? Join Nick Foster and Tim Robinson from DeliverEasy as they reveal how they built a business that's now delivered over 10 million meals, all while navigating fierce competition from global giants like Uber. From bootstrapping in a Wellington garage to challenging industry norms, they share candid insights about entrepreneurship, wealth, and why money isn't always the ultimate goal. If you're curious about turning a risky idea into reality, this conversation might just inspire you. The duo gets real about the challenges of starting a business with almost no resources and advantage of being first to market. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and 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 of recordingSee omnystudio.com/listener for privacy information.

Professional yarn-spinners Brook and Jordan & Matua Mark of the Morning Shift join Carl from Sharesies for a solid kōrero around wealth, family, and taking leaps of faith. We get deep into their different relationships with money—from Marc's ambitious drive to "have it all" to Jordan's ministry background shaping his view that true wealth is about more than dollars. Plus, hear about an exciting new partnership with Sharesies, and how they're working to make investing feel less like an "exclusive Harvard club" and more accessible to everyday people. More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and 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 of recording.See omnystudio.com/listener for privacy information.

Got a prenup? Who manages the accounts? Is your name on the mortgage, or your partner’s? Author and journalist Sarah Catherall tells us how to break up well—after all, she literally wrote the book. While the emotional fallout of a separation is hard to prepare for, Sarah shares some of the steps you can take before and after a breakup to make the process as easy as possible. Hopeless romantics, beware—Sarah reckons everyone who’s coupled up should have a hard think about their economic stake in the relationship. “Is your economic power equal? Do you know, is your name on the title, is your name on the bank accounts? Do you have a mutual plan for wealth creation, or saving plan? Understand what's where.” Plus, we learn about ‘bird nesting’, the trend emerging from the struggles of getting divorced during a cost of living crisis. More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. It is also not an endorsement of Sharesies by Jesse or RNZ. They are not financial experts and 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 of recording.See omnystudio.com/listener for privacy information.

In this episode of More than Money, Garth gets Jesse Mulligan’s view on the finances of parenthood and how money interacts with our relationships. Jesse doesn’t believe in hoarding cash for the future—his philosophy is to “eat the marshmallow”, and that wealth is the ability to do the things you want to do, with the people you care about, right now. Jesse talks about the big transition to fatherhood, going from a bachelor spending money “on food and electric guitar” to a dad of 4. He opens up about combining finances with his wife as they were about to have their first kid—and the humbling feeling of asking permission before spending.“ It kind of signals that you're all in. In an age of individualism, it's a nice thing to say from now on we're a family unit" More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. It is also not an endorsement of Sharesies by Jesse or RNZ. They are not financial experts and 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 of recording.See omnystudio.com/listener for privacy information.

Are our careers an underrated investment? Tony thinks so. In this episode of More than Money, we get personal with Shared Lunch regular, independent economist, and weatherman of the housing market, Tony Alexander. Tony reveals how he had ‘a crisis’ about his own career path, feeling bored and trapped in his first job at the Reserve Bank of Australia, until he discovered his unique skill set as a translator of economic jargon—and shaped his own role around it. ‘Find what you are good at and you work it like you work nothing else, apart from your marriage, maybe, in your life.’ More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. 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 of recording.See omnystudio.com/listener for privacy information.

Presenter, podcaster, and author (and sometimes ultramarathon runner) Brodie Kane spills about facing redundancy at the outset of a pandemic—with a 700k mortgage. What seemed like a huge setback pushed her to go out on her own, joining forces with her Mum financially, and even leading to hosting a new show about co-ownership in NZ’s brutal housing market. “I'm 38, a single woman. I have to be in charge of making sure that I can secure a future for myself, if I'm going to be doing it on my own… so that I can go and be one of those fabulous ladies, you know, with a gin at midday like ‘la dee dah’.” More Than Money is a series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and 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 of recording.See omnystudio.com/listener for privacy information.

Luke Kemeys wants you to give money to a stranger. The financial literacy champion and host of Keep the Change reveals how starting a business has transformed his perspective on money—and his entire worldview. Luke reckons that while money isn’t necessarily easy to come by, it starts with believing that wealth is attainable, and all around you. “If you believe that every dollar you get, you've got to hold on to, and you'll never have another dollar, then you're probably gonna live scarce." In this episode of More than Money, Luke opens up about the grind of entrepreneurship and the power of giving without expectation, and even tells us how you can apply accounting concepts in your own life. More Than Money is a series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Watch this episode on YouTube or Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and 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 of recording.See omnystudio.com/listener for privacy information.

Are Kiwis lacking connection? Broadcasting legend Paddy Gower reckons it’s time we take some simple steps to feel more connected and fulfilled. In the very first episode of More than Money, the TV and radio veteran talks frankly about our need for closeness, how getting sober led to taking control of his finances, and how the story of his recovery has formed an unexpected second act in his career. Paddy describes how 2024’s media layoffs forced him to think long and hard about money for the first time—and to reinvent himself professionally at the age of 47. More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and 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 of recording.See omnystudio.com/listener for privacy information.

Pigville's new short film 'New Followers' is beginning its festival run and is about to have its world premiere. Get the scoop! Harley is back from France where he was working on the Olympics, what shenanigans did he get up to? His next international trip is already booked, Vegas baby! Watch Older here: https://linktr.ee/olderthemovie Support us on Patreon: http://bit.ly/PigvillePatreon Make a one-off donation: http://bit.ly/BuyUsABeer  Useful podcast links: https://linktr.ee/TheGuyandHarleyPodcast  Watch Immi The Vegan here: https://linktr.ee/ImmiTheVegan  Watch No Caller ID here: https://bit.ly/NCIDPigville  Invest with Stake: https://bit.ly/JoinStake  Invest with Sharesies: http://bit.ly/SharesiesNZ ~ Guy and Harley