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Showing episodes and shows of
Daniel Lipman And Rory McSweeney
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The Blueprint Finance Podcast | Plan Your Future
Are Buyers Getting Shafted? Whose Agent Are They Anyway? Alex Martelli on The Blueprint Podcast #8
In Episode 8 of the Blueprint Finance Podcast, we dive deep into a critical question every Kiwi homebuyer should be asking: Whose agent are they anyway? We're joined by Alex Martelli, founder of Martelli Buyer's Agents, a force challenging the traditional, seller-focused real estate agent model still popular in New Zealand.Recorded in May 2025, Alex pulls back the curtain on the "battle for buyer loyalty." With extensive international experience, she reveals why she returned to NZ to champion the buyer, navigating a system often skewed against them. Is the agent showing you houses truly on your side, or are their...
2025-06-30
38 min
The Blueprint Finance Podcast | Plan Your Future
Arthur Loo on Wills, Trusts & 30 Years of Kiwi Property Law⸺The Blueprint Finance Podcast #7
Need a lawyer who speaks your language and protects your assets? In Episode 7 of the Blueprint Podcast, veteran solicitor Arthur Loo breaks down 30 years of real‑world lessons on wills, trusts, and property deals—from $30 k US foreclosure buys to Auckland’s record‑high auctions.What you’ll learn00:00 Why every Kiwi family needs a clear will05:52 Building a bilingual firm for new‑to‑NZ investors10:18 Trusts—when they’re gold, when they’re overkill16:26 Estate pitfalls: blended families & contested wills21:04 Off‑plan settlements: protecting your deposit in 202524:45 Interest‑rate cycles Arthur has survived (and how)29:41 Growing Loo & Koo from two partners to thi...
2025-06-30
31 min
The Blueprint Finance Podcast | Plan Your Future
Stop Comparing, Start Owning: Conquer Doubt & Buy Your First Home—The Blueprint Finance Podcast #9
Your First Home - Mindset, Myths & Making It Happen!Feeling stuck on your path to homeownership? Are self-doubt and comparison clouding your vision? This week, Dan and Rory uncover the crucial mindset shifts that transform the "impossible" into your first home.We bust common myths about affordability and family support, sharing real client success stories that prove you can do it – like the inspiring journey of those guided by our adviser Jack, who now own their dream home.Beyond the numbers, it's about cultivating belief. We provide actionable strategies across three pillars:Saving: Practical budgeting and consistent automated savings.Ea...
2025-06-30
29 min
The Blueprint Finance Podcast | Plan Your Future
40-Year Mortgage! Genius or a Debt Trap? "Yes it's a real thing"⸺The Blueprint Finance Podcast #10
The 40-year mortgage. Did that sound like a typo? It wasn't... and in this episode, we all find out if it's a genius wealth-building hack or a dangerous debt trap designed to keep you paying the bank forever.While not yet in New Zealand, the 40-year mortgage is used in countries like Australia, the UK, and the USA to tackle the housing affordability crisis. In Episode 10 of the Blueprint Finance Podcast, we explore both sides of this controversial product. Is the benefit of a lower monthly payment worth potentially paying hundreds of thousands of dollars more in total interest?
2025-06-30
28 min
The Blueprint Finance Podcast | Plan Your Future
David Seymour on Housing, KiwiSaver & Fixing NZ’s Future⸺The Blueprint Finance Podcast #6
“A free society is a creative society.” — David SeymourIn this thought-provoking episode, we’re joined by ACT Party Leader and MP David Seymour for a wide-ranging, no-holds-barred conversation about the future of New Zealand. From housing and KiwiSaver to red tape, small business, and the elusive promise of freedom, David brings his signature contrarian perspective to the big financial and social questions affecting Kiwis today.INSIDE EPISODE SIXWhy NZ’s housing crisis is a symptom of deeper structural issues—and how rewriting the rules could reigni...
2025-04-08
33 min
The Blueprint Finance Podcast | Plan Your Future
How We Saved a Client $9,000 on Insurance ⎯ The Blueprint Finance Podcast #5
Is your insurance policy actually working for you? In this episode of The Blueprint Finance Podcast, Rory and Dan break down a real-life case study where a strategic insurance review saved a client $9,000 in premiums—without sacrificing essential coverage.Inside this episode:✔️ The art of balancing protection and cost in insurance.✔️ How reviewing policies every 5-6 years can prevent overpaying.✔️ The three key areas of personal risk: medical, income, and life cover.✔️ Why stepped vs. level premiums matter for long-term financial security.✔️ How this client’s 18% insurance...
2025-04-07
24 min
The Blueprint Finance Podcast | Plan Your Future
The Mortgage Payoff Playbook: Myths, Magic & Smart Money Moves⸺The Blueprint Finance Podcast #4
💰 The Mortgage Payoff Playbook 💰In this episode of the Blueprint Podcast, we break down three mortgage payoff strategies—but which ones are gold, and which ones are just hype?The Plays:🔹 Revolving Credit – Smart money move or a discipline trap?🔹 Investment Properties – The controversial 7-year strategy: Myth or Magic?🔹 Keeping Repayments the Same – The easiest win, but is it enough?We take John & Jill (hypothetical first-home buyers) and put each method to the test with numbers, risks, and long-term impact. If you’re a homeowner wondering how...
2025-04-06
24 min
The Blueprint Finance Podcast | Plan Your Future
Ben Ryken: Trusting Process – The Journey of a Top Auckland REA ⸺ The Blueprint Finance Podcast #3
In Episode 3 of the Blueprint Podcast, we sit down with Auckland’s rising real estate star, Ben Ryken. From starting his career at just 18 to building a reputation as one of the most trusted agents in the competitive Remuera market, Ben shares his journey, challenges, and the lessons he’s learned along the way.🎧 Enjoying this episode? Take the next step with Blueprint Finance:We’ve got the tools, insights, and expert advice to help you take charge of your financial future.📊 Subscribe to our newsletter for our free tools:✔️ Mortgage Rate Comparison Tool✔️ First Home Buyer Mas...
2025-04-05
38 min
The Blueprint Finance Podcast | Plan Your Future
Paralympian to Protector: Rory’s Insurance Journey⸺The Blueprint Finance Podcast #2
In this episode of the Blueprint Podcast, we dive deep into the inspiring story of Rory, Blueprint Finance’s in-house insurance expert. From representing New Zealand at the Paralympic Games to navigating the world of insurance, Rory’s journey is a testament to resilience, hard work, and a commitment to helping others.🎧 Enjoying the Blueprint Podcast? Discover more with our free tools and resources:✔️ Mortgage Rate Comparison Tool✔️ First Home Buyer Master Sheet✔️ Revolving Credit vs. Savings Calculator📅 Ready for personalized advice? Build your own meeting agenda with our award-winning team at BlueprintFinance.co.nz.Stay tuned for future episodes wh...
2025-04-04
35 min
The Blueprint Finance Podcast | Plan Your Future
"Blueprinted"⸺The Blueprint Finance Podcast #1
Welcome to the debut episode of the Blueprint Finance Podcast, where we kick off with an inspiring and insightful conversation with Jono, our resident KiwiSaver specialist. From his humble beginnings as a trolley boy to managing portfolios worth millions, Jono shares his journey into finance and the invaluable lessons he’s learned along the way.In this episode, you’ll discover:✔️ How Jono’s expertise in KiwiSaver can help Kiwis secure brighter financial futures.✔️ Real-world strategies for navigating market volatility and building wealth.✔️ The three pillars of financial success: mortgage...
2025-04-03
40 min