Milestone Direct Ltd
Milestone Direct Ltd
Financially Fighting Fit NZ
https://www.milestondirect.co.nz The team are here to help you get financially fit, or stay financially fighting fit by making smart wealth-building choices, then sticking with them (or knowing when not to stick with them!). The views and opinions expressed in this broadcast are for informational purposes only, and do not constitute personalised financial advice. Although we have done our best to ensure that the information provided in this broadcast is accurate, the opinions in this broadcast should not be relied upon and before making any financial decisions, you should consult a financial adviser. Milestone Direct does not accept liability for any loss arising from this broadcast or its contents. Our Disclosure information is publicly available on our website: https://www.milestonedirect.co.nz/disclosure
How to get a payrise
Wondering how you can get yourself a pay rise? In today’s Podcast Joe & Josh will talk you through how you can get yourself that pay increase. And no, it’s not you walking into your bosses office and demanding a pay rise. Instead, you can take some bold action and work towards some specific goals and KPI’s and then hopefully you will get rewarded in the end. If you’re in a career where that’s not possible, then maybe think of a side Hussle where you can bring in some extra money, or even getting onto a totally different career path…Do your own research and learn some more:https://www.milestonedirect.co.nz/articles/how-make-six-figureshttps://www.milestonedirect.co.nz/articles/jobs-bad-economy https://www.milestonedirect.co.nz/articles/best-office-jobs-recession NZDF education discounts: https://force4families.mil.nz/educationCourses & online training systems: https://www.udemy.com/https://www.coursera.org/https://www.skillshare.com/As always if you have any questions or would like to talk to one of our Financial Advisers please email [email protected] The team are here to help you get financially fit, or stay financially fighting fit by making smart wealth-building choices, then sticking with them (or knowing when not to stick with them!). The views and opinions expressed in this broadcast are for informational purposes only, and do not constitute personalised financial advice. Although we have done our best to ensure that the information provided in this broadcast is accurate, the opinions in this broadcast should not be relied upon and before making any financial decisions, you should consult a financial adviser.   Milestone Direct does not accept liability for any loss arising from this broadcast or its contents. A disclosure statement is available on request and free of charge.
Dec 1, 2020
31 min
What to do with another $50 each pay
Thanks for joining us again today!If you’re lucky enough to have had a pay increase during these uncertain times, pat yourself on the back! Now the real question is, do you spend it? Save it? Invest it? Or something else? If you’re unsure about what direction to go in then you’re not alone. Listen in on today’s podcast with Joe & Nik while they talk you through what you can do with and extra $50 each pay...Do your own research and learn some more:https://www.paye.net.nz/calculator/ https://www.ird.govt.nz/income-tax/income-tax-for-individuals/tax-codes-and-tax-rates-for-individuals/tax-rates-for-individuals https://www.ird.govt.nz/working-for-families/eligibility As always if you have any questions or would like to talk to one of our Financial Advisers please email [email protected] The team are here to help you get financially fit, or stay financially fighting fit by making smart wealth-building choices, then sticking with them (or knowing when not to stick with them!). The views and opinions expressed in this broadcast are for informational purposes only, and do not constitute personalised financial advice. Although we have done our best to ensure that the information provided in this broadcast is accurate, the opinions in this broadcast should not be relied upon and before making any financial decisions, you should consult a financial adviser.   Milestone Direct does not accept liability for any loss arising from this broadcast or its contents. A disclosure statement is available on request and free of charge.
Nov 19, 2020
20 min
The importance of financial planning, regardless of phase of life.
Welcome back to yet another podcast!Today in the office we have Joe and Josh joined by Scott McGregor a fulltime NZ Naval Officer. Today’s discussion is around the importance of financial planning, regardless of phase of life. This is not one to miss, there are so many key notes to take away from todays podcast. You might need a pen and paper for this one!As always, here are some helpful links for your own further knowledge:https://www.milestonedirect.co.nz/articles/proven-way-become-wealthy https://www.milestonedirect.co.nz/investment/retirementhttps://www.milestonedirect.co.nz/investment/financial-advice-planning-processhttps://www.milestonedirect.co.nz/investment/why-get-financial-advicehttps://supercalcs.co.nz/ris9/mst-kiwisaver/tutorialAs always if you have any questions or would like to talk to one of our Financial Advisers please email [email protected] The team are here to help you get financially fit, or stay financially fighting fit by making smart wealth-building choices, then sticking with them (or knowing when not to stick with them!). The views and opinions expressed in this broadcast are for informational purposes only, and do not constitute personalised financial advice. Although we have done our best to ensure that the information provided in this broadcast is accurate, the opinions in this broadcast should not be relied upon and before making any financial decisions, you should consult a financial adviser.   Milestone Direct does not accept liability for any loss arising from this broadcast or its contents. A disclosure statement is available on request and free of charge.
Nov 13, 2020
52 min
Financial challenges facing women, especially retirement savings and buying a first home
Today we discuss a very interesting/important topic – Financial challenges facing women.Are you someone who feels a bit stuck and you don’t feel like you are on the right path with buying a house or your retirement savings? We are here to help explain to you the importance of planning for these very important milestones in life. We might not have all the answers but we have some idea. Today we are joined by former NZ Naval Officer Jessica Shaw from “Closing the gap”. Jess will be giving you some great insight from her experience and knowledge on this topic.  We thought these links would be helpful and give you some insight on today’s topic:https://www.forbes.com/sites/kathycaprino/2020/07/13/how-the-pandemic-is-negatively-impacting-women-more-than-men-and-what-has-to-change/?sh=901e501554ba https://www.scoop.co.nz/stories/AK2008/S00109/90-of-the-drop-in-kiwi-employment-were-women-but-covid-creates-confusion.htm  https://www.stuff.co.nz/business/money/300078162/new-zealand-womens-problem-less-money-longer-livesAs always if you have any questions or would like to talk to one of our Financial Advisers please email [email protected] The team are here to help you get financially fit, or stay financially fighting fit by making smart wealth-building choices, then sticking with them (or knowing when not to stick with them!). The views and opinions expressed in this broadcast are for informational purposes only, and do not constitute personalised financial advice. Although we have done our best to ensure that the information provided in this broadcast is accurate, the opinions in this broadcast should not be relied upon and before making any financial decisions, you should consult a financial adviser.   Milestone Direct does not accept liability for any loss arising from this broadcast or its contents. A disclosure statement is available on request and free of charge.
Nov 10, 2020
45 min
All things investing
Welcome back Podcasters! Stay tuned for todays episode on “All things Investing”.Joe and Nik talk you through different ways of how to invest your money and why there’s no time like now.Where to learn more: https://www.milestonedirect.co.nz/investment/best-investments   As always if you have any questions or would like to talk to one of our Financial Advisers please email [email protected] The team are here to help you get financially fit, or stay financially fighting fit by making smart wealth-building choices, then sticking with them (or knowing when not to stick with them!). The views and opinions expressed in this broadcast are for informational purposes only, and do not constitute personalised financial advice. Although we have done our best to ensure that the information provided in this broadcast is accurate, the opinions in this broadcast should not be relied upon and before making any financial decisions, you should consult a financial adviser.   Milestone Direct does not accept liability for any loss arising from this broadcast or its contents. A disclosure statement is available on request and free of charge.
Nov 2, 2020
45 min
Difference between Saving & Investing
https://www.milestondirect.co.nz Welcome back Podcasters! Do you know difference between Saving & Investing?In today’s podcast, Josh and Joe will talk you through their take on Saving v Investing.. As promised below are some links to some of Milestone’s Articles to help you learn more.https://www.milestonedirect.co.nz/articles/dont-save-moneyhttps://www.milestonedirect.co.nz/articles/cash-trashAs always if you have any questions or would like to talk to one of our Financial Advisers please email [email protected] The team are here to help you get financially fit, or stay financially fighting fit by making smart wealth-building choices, then sticking with them (or knowing when not to stick with them!). The views and opinions expressed in this broadcast are for informational purposes only, and do not constitute personalised financial advice. Although we have done our best to ensure that the information provided in this broadcast is accurate, the opinions in this broadcast should not be relied upon and before making any financial decisions, you should consult a financial adviser.   Milestone Direct does not accept liability for any loss arising from this broadcast or its contents. A disclosure statement is available on request and free of charge.
Oct 21, 2020
22 min
Financial opportunities for those with stable employment
https://www.milestondirect.co.nz  It's a full house here in the office today! We have the whole team joining in on this topic today. Listen in with Joseph, Niko, Vinessa & Josh.. While they talk through some very interesting facts about today’s housing market and more. Have you done your homework..?  What do NZ's record low interest rates mean for you?  Pay off your mortgage quicker or invest your money? It's a tricky one, even our advisers have different views on this one. As always, if you are interested in getting in contact with one of the team email us at [email protected] Want to know more? Below are links to articles that might be of interest to you. https://www.milestonedirect.co.nz/articles/who-wins-recessionhttps://www.milestonedirect.co.nz/articles/how-prepare-recessionhttps://www.milestonedirect.co.nz/articles/why-share-market-all-time-highhttps://www.milestonedirect.co.nz/articles/why-covid-hasnt-crushed-nz-housing-markethttps://www.milestonedirect.co.nz/articles/will-nz-interest-rates-go-lower   The team are here to help you get financially fit, or stay financially fighting fit by making smart wealth-building choices, then sticking with them (or knowing when not to stick with them!).  The views and opinions expressed in this broadcast are for informational purposes only, and do not constitute personalised financial advice.  Although we have done our best to ensure that the information provided in this broadcast is accurate, the opinions in this broadcast should not be relied upon and before making any financial decisions, you should consult a financial adviser.    Milestone Direct does not accept liability for any loss arising from this broadcast or its contents.  A disclosure statement is available on request and free of charge.   
Oct 15, 2020
44 min
KiwiSaver do's and don'ts
https://www.milestondirect.co.nz Have you been contributing into KiwiSaver for years, yet your still not a 100% sure how it works or what KiwiSaver really is? Do you know/understand the importance of investing into KiwiSaver?  In today’s short and sharp podcast Vinessa and Joe give you a full run through on the Do's and Don'ts of investing your money into KiwiSaver.KiwiSaver Annual Report 2020:https://www.fma.govt.nz/assets/Reports/Kiwisaver-Annual-Report-2020.pdf   As always if you have any questions or would like to talk to one of our Financial Advisers please email [email protected] The team are here to help you get financially fit, or stay financially fighting fit by making smart wealth-building choices, then sticking with them (or knowing when not to stick with them!). The views and opinions expressed in this broadcast are for informational purposes only, and do not constitute personalised financial advice. Although we have done our best to ensure that the information provided in this broadcast is accurate, the opinions in this broadcast should not be relied upon and before making any financial decisions, you should consult a financial adviser.   Milestone Direct does not accept liability for any loss arising from this broadcast or its contents. A disclosure statement is available on request and free of charge.
Oct 9, 2020
31 min
How to buy your first home
https://www.milestondirect.co.nz Attention first home buyers! Looking at purchasing your first home but not too sure where or how to start? Don't worry the team at Milestone Direct are here to help. Listen in on today’s Podcast with Josh and Joseph as they are giving you a run through some tips and tricks on how this is possible and why now is a good time to buy your first home.  How can Milestone Direct help first home buyers? https://www.youtube.com/watch?v=0OzZ3R34fMI Indicative valuation tools: https://homes.co.nz/ https://www.trademe.co.nz/property/insights/    As always if you have any questions or would like to talk to one of our Financial Advisers please email [email protected] The team are here to help you get financially fit, or stay financially fighting fit by making smart wealth-building choices, then sticking with them (or knowing when not to stick with them!). The views and opinions expressed in this broadcast are for informational purposes only, and do not constitute personalised financial advice. Although we have done our best to ensure that the information provided in this broadcast is accurate, the opinions in this broadcast should not be relied upon and before making any financial decisions, you should consult a financial adviser.   Milestone Direct does not accept liability for any loss arising from this broadcast or its contents. A disclosure statement is available on request and free of charge.
Oct 1, 2020
42 min
Budgeting - Small behaviors that make a big financial difference.
https://www.milestondirect.co.nz Budgeting?! Why should I? How do I? If these are some of the questions you ask yourself when it comes to budgeting, then todays Podcast is for you!   Joseph and Vinessa are giving you some tips and tricks on how to budget, listen in for more info on how to manage your money!   As promised in the Podcast, here are some links to help guide you:  Free confidential budgeting advice: https://www.moneytalks.co.nz/ Sorted guide and online budgeting tool: https://sorted.org.nz/guides/planning-and-budgeting/money-tracking/ https://sorted.org.nz/tool/budgeting-tool#/welcome Spending Trackers: https://www.pocketsmith.com/ https://www.spendee.com/ CashNav – Westpac NZ customers only https://www.westpac.co.nz/bank-accounts/everyday-money-tools/cashnav/Booster's mybudgetpal (you don’t need to be a member of Booster KiwiSaver) https://www.booster.co.nz/mybudgetpal As always if you have any questions or would like to talk to one of our Financial Advisers please email [email protected] The team are here to help you get financially fit, or stay financially fighting fit by making smart wealth-building choices, then sticking with them (or knowing when not to stick with them!). The views and opinions expressed in this broadcast are for informational purposes only, and do not constitute personalised financial advice. Although we have done our best to ensure that the information provided in this broadcast is accurate, the opinions in this broadcast should not be relied upon and before making any financial decisions, you should consult a financial adviser.   Milestone Direct does not accept liability for any loss arising from this broadcast or its contents. A disclosure statement is available on request and free of charge.
Sep 25, 2020
42 min
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