James (Host - Lighthouse Financial Advisor)

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2,966 appearances 15 recordings 1 series first heard Jul 2026 last heard 20 Aug

James (Host - Lighthouse Financial Advisor)’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 15 in all, peaking in Aug 2026 with 9.

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Cheques and Balances · 1 Million Downloads Special: Our Personal Wealth Journey Part 2 · 18 Aug 2026 podcast

And then we uh you know, went out different ways for a period of time. voice-verified

And yep, I stayed in Auckland and became a senior financial advisor. voice-verified

I know. voice-verified

Um my parents were so voice-verified

Um I uh became a senior financial advisor so I was looking after like a book of clients in uh um in Auckland. voice-verified

Maybe like two or three hundred clients, got to do like the high achievers, like went to voice-verified

New Caledonia for a little holiday. voice-verified

Um, which I don't know if the banks do anymore, but that was fun. voice-verified

And um uh I got more involved in pretty much I was very much like always saying yes to anything, and then like pushing to get involved in projects and things outside of just like my job. voice-verified

And I think that's one thing like I do find when I um talking to people these days is people are like, give me the title and give me the pay rise before I do anything. voice-verified

And that was never my voice-verified

My mindset with it. voice-verified

Um, I wanted to uh get at much as much exposure as possible to um different things. voice-verified

So like I implemented a new um like plan writing software and CRM for like the financial advisors. voice-verified

And um when I was 26, the um regional manager for the financial advisors for voice-verified

Wellington, the South Island, left. voice-verified

Yeah. voice-verified

And um, I was like, Can I apply for the job? voice-verified

And they're like, You're too young. voice-verified

Like these advisors are between um maybe like 45 and 65. voice-verified

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