How We Money: Surprising things I learned with a Private Banker (clients with $1.5M+)
Māori Millionaire Podcast · Te Kahukura Boynton
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Show Notes
Welcome to How We Money, a six-part series by Māori Millionaire and ANZ designed to help everyday people feel more confident with money.
In Episode 2, Te Kahukura is joined by Jake Nicholson, an Investment Private Banker who supports ANZ Private clients (clients with $1.5M+ in investments). We explore the concept of wealth as freedom - not just money. Looking at long-term savings, emergency funds, investing, and generational goals.
In basic terms we cover off:
- What “future wealth” really means
- Different pathways to building wealth; not one-size-fits-all
- How to start investing and understanding compounding growth
- The importance of KiwiSaver - especially as a young person
- Māori perspectives on abundance and legacy
ANZ has some great information and tools to help you get started:
Disclaimer: The information in this podcast is for general information only and isn’t financial advice. The views of the host or guests are their own and do not represent ANZ. ANZ and Māori Millionaire do not guarantee the accuracy or completeness of the content and are not liable for any loss arising from its use. Please seek personalised financial advice about your situation and goals before making financial decisions.