Aaand we're back for part two of our creating a financial plan series with Lighthouse Financial. 

If you haven't listened to part one, stop right now and go back to our previous episode. It's one not to miss. Plus this podcast will probably make a lot more sense after listening to the first one too.

Without further ado, let's jump right back in as Christine and her partner Ollie are put on the hot seat as Wealth Director & Financial Adviser, James Blair, takes them through the 2nd part of their financial plan.

In this episode they cover:

• The pros and cons of buying a house vs investing in shares and the forecasted scenarios of both options
• Why insurance is a great option to consider, especially for the peace of mind and how much it costs
• The forecast scenarios of different scenarios for their wealth

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Disclaimer:
Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice.

Any information we provide is general only and current at the time of writing.

Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz