In this episode of the Ways to Wealth Podcast, Charlie is joined by Jono Lloyd-West!Jono is a young entrepreneur and the founder of Lloyd-West Tax & Advisory, as well as co-owner of a catering supplies business. Now based on the Gold Coast, he manages both ventures remotely in New Zealand. Jono’s journey began with side hustles at university and has since evolved into building two profitable companies before the age of 30.The conversation explores how growing up without financial abundance shaped his mindset around wealth. Jono shares his early foray into crypto at age 14 (including a Bitcoin lost on a failed iPhone trade), and his personal mission to become a millionaire by 35.They discuss lessons from starting a business straight out of university, buying a business from a client, and using both time and capital to create income-generating assets. Jono also opens up about the realities of accounting as a service model, the disruption of AI in the profession, and his current focus on acquiring and optimising small businesses (SMEs) as a long-term wealth strategy.This episode is packed with practical insights on leverage, ownership, and building wealth through entrepreneurship at a young age.Check out Lloyd-West Tax & Advisory here: www.lloydwest.nz

Watch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts#WaysToWealth #YoungEntrepreneurs #BusinessAcquisition #WealthBuilding #StartUps #AccountingInnovation #CryptoLessons #RemoteOwnership #SMEGrowth #AIInAccounting #FinancialFreedom

In this episode of the Ways to Wealth Podcast, Charlie is joined by Anil Thapliyal!Anil is the Executive Director of eMental Health International Collaborative (eMHIC), a global organisation dedicated to improving access to mental health support through digital innovation. With a background in counselling, family therapy, and psychology, Anil has spent more than two decades working to bridge the gap between need and access in mental healthcare.The conversation traces his journey from frontline therapy to global advocacy, beginning with a powerful moment in 2000 when he saw patients waiting up to 18 weeks for mental health support. Since then, he has been focused on using digital tools to provide earlier, more equitable access to care.Anil and Charlie discuss New Zealand’s evolving mental health system, from its pioneering campaigns like “Like Minds, Like Mine” and the National Depression Initiative, to its current challenges—particularly high youth suicide rates and the alarming statistic that 60% of people who complete suicide never engage with traditional health services.This episode explores the role of early intervention, the power of 24/7 digital support, and the need to move away from outdated, clinic-bound systems. It’s an insightful, hopeful conversation for anyone interested in mental health reform, digital health, or building wealth that includes emotional wellbeing.Check out eMHIC here: www.emhicglobal.com

Watch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts#WaysToWealth #MentalHealthInnovation #DigitalHealth #PublicHealth #StartUps #MentalWealth #YouthSuicidePrevention #HealthTech #EmotionalWellbeing #WellnessLeadership #eMHIC

In this episode of the Ways to Wealth Podcast, Charlie is joined by Andrea Leslie!

Andrea is Executive Director at Primary ITO, the vocational training arm of Te Pūkenga focused on the primary industries. With more than 30 years of experience across education, governance, and hands-on farming, Andrea brings a unique perspective to the future of New Zealand’s food and fibre sector.

She shares her unconventional journey—from kindergarten teacher to pig and sheep farmer to sector leader—and explores the skills that modern farming demands, from financial management to supply chain awareness. Andrea speaks passionately about the role of vocational training in helping New Zealand double its export value over the next decade, and how better on-farm practices can increase product value, citing examples like French rack lamb cuts.

Key wealth-building themes include the value of strategic property investment, education as a credibility tool with financial institutions, and the importance of early inheritance distribution in intergenerational wealth planning. Andrea also reframes wealth as something broader than money—highlighting work ethic, family stability, and personal responsibility.

This episode offers practical and philosophical insights for aspiring farmers, sector professionals, and anyone seeking to build meaningful wealth in New Zealand’s most enduring export industries.

Check out Primary ITO here: www.primaryito.ac.nz

Watch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts

#WaysToWealth #PrimarySector #VocationalTraining #StartUps #WealthTransfer #IntergenerationalWealth #Agribusiness #NZFarming #EducationAndWealth #StrategicFarming #ExportGrowth

In this episode of the Ways to Wealth Podcast, Charlie is joined by Emily Rust!Emily is an organisational psychologist who transitioned from traditional consultancy firms to running her own practice five years ago. She specialises in helping businesses tackle strategic challenges related to hiring, retention, leadership development, and organisational change. Emily is also the co-founder of Stones, a leadership development platform built for modern leaders in small to medium enterprises.The conversation explores Emily’s career journey—from psychology graduate to independent consultant—including her formative experience winding down struggling businesses, which taught her valuable lessons in resilience and relationship management. She shares candid insights into solo consulting, from managing unpredictable cash flow to setting realistic timelines and boundaries with clients.They also discuss the launch of Stones, a platform designed to bridge the leadership development gap for mid-level managers. Combining micro-learning with local expertise, the platform offers a fresh approach to leadership that balances agility with depth.This episode is packed with strategic insight for business owners, consultants, and anyone leading people through periods of growth or change.Check out Stones here: www.leadwithstones.com

Watch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts

#WaysToWealth #LeadershipDevelopment #OrganisationalPsychology #StartUps #BusinessStrategy #ConsultingLife #SMEGrowth #MidLevelManagers #Entrepreneurship #WorkplaceCulture

In this episode of the Ways to Wealth Podcast, Charlie is joined by Greg Alnutt!

Greg is a partner at Pivot & Pace, a strategic consulting firm that helps medium-sized New Zealand businesses navigate growth, succession, and long-term value creation. With 20 years of military service and six operational tours, including in Afghanistan, Greg blends leadership experience with commercial strategy in what he calls a “pracademic” approach.

The conversation explores Greg’s transition from the military to public sector roles and eventually into business consulting. He shares insights on leading through complexity, the discipline needed to build sustainable companies, and how to develop strategy when the full picture isn’t clear—a principle borrowed from the military’s "fog of war" doctrine.

Greg also unpacks common challenges in intergenerational business transitions, including succession planning and wealth transfer without forcing liquidity events. He introduces a useful metaphor for strategic thinking, urging leaders to shift between "the scrum," "the coach’s box," and the "satellite view" to maintain long-term clarity while staying grounded in execution.

This episode is ideal for owners, operators, and leaders of growing businesses who want to lead with intention and create enduring value.

Check out Pivot & Pace here: www.pivot-pace.com

Watch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts

#WaysToWealth #StrategicLeadership #BusinessConsulting #IntergenerationalWealth #SuccessionPlanning #MilitaryToBusiness #StartUps #LeadershipDevelopment #BusinessGrowth #IntentionalWealth

In this episode of the Ways to Wealth Podcast, Charlie is joined by Gertjan Verdickt!Gertjan is a Belgian academic and former market analyst who recently joined the University of Auckland. With a career spanning both academia and industry, he brings expertise in behavioural finance, financial education, and alternative investments. His work bridges the gap between theory and practice, drawing on extensive market analysis experience and in-depth research into asset classes like wine.The conversation explores the evolution of financial education in the era of AI tools such as ChatGPT, and why critical thinking now matters more than memorising financial formulas. Gertjan unpacks key behavioural finance concepts, including male overconfidence versus female caution in investment decision-making.They discuss investment philosophy, with Belgium as a case study of concentrated wealth outcomes and why that reinforces the need for diversification. Gertjan also dives into the world of alternative investments, highlighting wine as a viable but complex asset class, with average returns of 8.5 percent and real-world challenges like storage and liquidity.The discussion closes with reflections on today’s macro landscape, the persistence of US dollar dominance, and why assets such as Bitcoin, Apple, and gold are increasingly seen as alternatives to traditional currencies.Watch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts#WaysToWealth #BehaviouralFinance #WineInvestment #AlternativeAssets #FinancialLiteracy #InvestmentPhilosophy #WealthBuilding #AIInFinance #MarketAnalysis #StartUps #DiversificationStrategy

In this episode of the Ways to Wealth Podcast, Charlie is joined by Tina Comrie!

Tina is the founder of The Attention Agency, a New Zealand-based B2B marketing firm helping businesses grow through strategy, creativity, and consistency. Originally from Hawke's Bay, Tina moved 41 times by the age of 41 and has built her career from the ground up—starting as a “dog’s body” at Remix magazine before becoming editor and, later, launching her own agency.

Tina shares her entrepreneurial journey, including lessons from her first failed business and how those experiences shaped the systems, pricing strategies, and mindset that underpin her current success. The conversation explores the evolving role of trust in marketing, especially in an age of AI-generated content and digital scepticism.

They discuss the power of LinkedIn for B2B marketing, how long-form content such as podcasting can drive meaningful leads, and the best ways to repurpose content across multiple platforms. Tina also gives honest advice for businesses engaging agencies for the first time, highlighting the need for clear goals, strong internal communication, and realistic expectations.

This is a practical and insightful episode for founders, start-ups, and business leaders looking to build visibility and trust in today’s noisy digital landscape.

Check out The Attention Agency here: www.attentionagency.co.nz

Watch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts

#WaysToWealth #DigitalMarketing #B2BMarketing #LinkedInStrategy #StartUps #Entrepreneurship #ContentMarketing #BusinessGrowth #TrustInMarketing #AgencyAdvice

In this episode of the Ways to Wealth Podcast, Charlie is joined by Dr. Sarah Mitchell!Sarah is the founder of Anadyne IQ, an AI consultancy that helps businesses adopt artificial intelligence in ways that deliver real-world outcomes. With a PhD in mechanical engineering from Caltech and a background in high-level data science leadership, she brings a unique mix of technical depth and strategic thinking to the conversation.They explore Sarah’s journey from academia to industry, and eventually into entrepreneurship. She reflects on her time in the intense US education system, the challenges of returning to New Zealand, and the steps she took to transition into leadership before launching her own firm.Key topics include practical strategies for AI adoption, how to identify ROI-focused use cases, and why businesses should aim to augment—not replace—human expertise. Sarah also shares her view on the future of work, the cultural impact of automation, and why her personal definition of wealth is centred on long-term freedom rather than profit alone.This episode is essential listening for entrepreneurs, start-ups, and business leaders navigating digital transformation and AI integration.Check out Anadyne IQ here:www.anadyneiq.comWatch all episodes of the Ways to Wealth Podcast here:www.eccuity.com/podcasts#WaysToWealth #ArtificialIntelligence #AIAdoption #TechEntrepreneurship #StartUps #DigitalTransformation #FutureOfWork #StrategicLeadership #AIConsulting #BusinessResilience

In this episode of the Ways to Wealth Podcast, Charlie is joined by Nathan Frater!Nathan is the co-founder of Backbone Marketing, a creative-led, performance-driven agency he runs alongside his wife and business partner Lucy. Together they’ve built a business that prioritises both commercial results for clients and long-term wealth creation for themselves.Nathan shares his entrepreneurial journey from selling at farmers’ markets at 15 to growing a social media start-up into a highly profitable agency. He speaks openly about the realities of building a business with your spouse, the importance of mentorship, and the discipline required to turn cash flow into income-producing assets.They explore Backbone’s 40-year wealth plan, the myth of overnight success, and how consistent reinvestment into business and property has laid a strong foundation for financial independence. Nathan offers practical advice on balancing creativity with commercial outcomes and how clear communication and shared values fuel both business success and personal fulfilment.Check out Backbone Marketing here:

www.backbone.nz

Watch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts#WaysToWealth #Entrepreneurship #AgencyLife #CreativeBusiness #WealthBuilding #CashflowToAssets #FinancialDiscipline #MarketingAgency #BusinessWithSpouse #LongTermWealth #SmallBusinessGrowth #StartUps

In this episode of the Ways to Wealth Podcast, Charlie is joined by Natasa Rasic!

Natasa is a Serbian entrepreneur who moved to New Zealand six years ago with her daughter to create a more stable, opportunity-rich future. After running a successful accounting agency in Serbia for 20 years, she made the bold decision to start fresh in a new country.

Today, Natasa co-owns a growing business with her daughter, offering bookkeeping, administrative systems, business planning, and health and safety services to small businesses across New Zealand. In this heartfelt conversation, she shares the challenges of immigration, navigating visas, studying for a master's in applied leadership, and rebuilding her professional life from the ground up.

They discuss the cultural and business contrasts between Serbia and New Zealand, the importance of operational structure in small business success, and Natasa’s vision of leaving a thriving business to her daughter. Her story is one of resilience, purpose, and generational wealth building—driven by patience, consistency, and deep care for her work.

Watch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts

#WaysToWealth #ImmigrantEntrepreneur #MotherDaughterBusiness #GenerationalWealth #SmallBusinessSuccess #LeadershipJourney #Bookkeeping #BusinessPlanning #ResilientEntrepreneurs #WomenInBusiness