Join Helena and Charlie, as they guide you through journeys from all walks of life. As guests share their tips, tricks, experiences and pitfalls that paved their way towards their financial goals.

Featured Episode

Check out some of our most recent episodes, available to you through Spotify and Youtube!

Ways to Wealth EP13: How a financial advisor builds wealth! With Royden Shotter!

Royden is part of a rare and valued profession and is one only 350 certified financial advisors in New Zealand! Through learning, giving advice, and sharing his knowledge for over two decades, he has helped to build peoples financial literacy, and give them help on their own financial journeys! Building on his amazing financial knowledge for so long has led to Royden building a groundbreaking financial modelling and analysis platform called ‘Planolitix’. Built over many years. Royden has taken amazing steps in planning his offering so carefully that he managed to skip over large start-up hurdles, like not needing to market his business, but relying primarily on peer-to-peer marketing through giving his offering amazing user experience!

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All episodes

Ways to Wealth EP13: How a financial advisor builds wealth! With Royden Shotter!

Royden is part of a rare and valued profession and is one only 350 certified financial advisors in New Zealand! Through learning, giving advice, and sharing his knowledge for over two decades, he has helped to build peoples financial literacy, and give them help on their own financial journeys! Building on his amazing financial knowledge for so long has led to Royden building a groundbreaking financial modelling and analysis platform called ‘Planolitix’. Built over many years. Royden has taken amazing steps in planning his offering so carefully that he managed to skip over large start-up hurdles, like not needing to market his business, but relying primarily on peer-to-peer marketing through giving his offering amazing user experience!

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Ways to Wealth EP12: How Health and Wealth are two sides of the same coin, with Jason Holdsworth

In this episode, we’re joined by the extremely successful and intelligent Jason Holdsworth, Who after closing the chapter of his life, achieving a great exit on a start-up he founded over 18 years, is embarking on a new chapter, dedicated to establishing a purpose driven collective, focussed on empowering entrepreneurs and professionals to achieve their life-long goals through the founding of the ‘Voluntas Group’.

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Ways to Wealth EP11: It’s never too late to change, with Helena Singh

In our eleventh episode, we’re doing something exciting! Introducing and letting you learn more about our host Helena Singh! Helena has been fulfilling her goal of supporting others to learn new skills and techniques to take care of their health and wellness through her holistic approach. Helena has been in the health-coaching game, using her amazing abilities as an empath for the good of others.

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Ways to Wealth EP10: Diversification and the information gap, with Neville Pinto!

We’re joined by Neville Pinto, a start-up saviour with copious experience across the healthcare, government, banking and telecommunication industries. Currently acting as a project director for the Manukau Health Park expansion programme. Neville is a natural born leader, with copious years of financial expertise. Driving him forwards on his journey to wealth.

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Macro Mondays: Nvidia Subpoena, US Jobs weaknesses, volatility and the real inflation hedge!

In this episode of Macro Mondays, Charlie talks about the US jobs continuing to show signs of weakness NVIDIA Subpoena, September market woes, volatility, the REAL inflation hedge and Berkshire Hathaway stock!

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Ways to Wealth EP9: How happiness is our combined goal, with Eli Li

Eli has been impacting the health industry though technology, AI and developing partnerships with others to drive him, and All Health Medical forwards! A true empath, with a focus on creating wealth, not as a goal, but as a way of improving the lives and livelihoods of others.

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Ways to Wealth EP8: Transforming your life, with Charlotte Nevill

Charlotte has been an accountant for over twenty years! Providing extreme levels of knowledge to all her clients and working tirelessly to improve not just her own life, but the lives of those around her. Which, with time, has led to fully actualising her dreams for both a financially, and holistically wealthy life.

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Ways to Wealth Episode 7: The realisations that lead to wealth, with Tony Walker

In our seventh episode, we're joined by the experienced, persistent and intelligent Tony Walker. Tony has been a financial well-being specialist for over a decade, providing extremely valuable advice to his clients, at ImPower Limited.

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Ways to Wealth EP6: The decisions that shape your life with Cornelius Boertjens

Cornelius moved with his with to New Zealand in 2001, but his days of business began long before that. An extremely talented marketing focused investor who's built a life around what they prioritize, Their physical and monetary health, and their family.

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Ways to Wealth EP5: Building the world you want with Thomas Holdom

The child of Generational Kiwi fruit farmers, Thomas is disrupting the New Zealand Agricultural industry through his start-up TerraSync. Thomas is already ahead of the curve with his property and stock investments, his intimate education of finance, and philosophical views on Wealth and the future.

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Ways to Wealth EP4: The Impact you leave with Mahesh Muralidhar

we're joined by the Incredibly intelligent and motivated Mahesh Muralidhar Listen in, as we dive deep into the journeys that shaped Mahesh's financial success, as he shares invaluable tips, tricks, experiences, learnings, goals and ideologies that are sure to help you on your own journey.

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Ways to Wealth EP3: Starting out with Jiya Rana

In this episode of the Ways to Wealth Podcast. Jiya Rana, a recent graduate, who shares her ideas and perceptions around Wealth as someone who has only recently started their wealth creation journeyTune in as we dive deep into the journeys that shape financial success. Jiya shares valuable tips, tricks, experiences and learnings which will drive her forwards.

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Ep 2: Ways to Wealth with Anthony Sage

In our second episode, we're joined by mortgage advisor, jiu-jitsu enjoyer and business owner, Anthony Sage

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Ep 1: Ways to Wealth with Darcy Ungaro

In our very first episode, we're joined by the incredible mortgage advisor and esteemed podcast host, Darcy Ungaro.

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