In this episode of the Ways to Wealth Podcast, Charlie is joined by Jeremy Muir!Jeremy is a partner at MinterEllisonRuddWatts, one of New Zealand’s leading law firms, and is widely recognised as an expert in financial services, fintech, funds, and crypto law. His career has spanned traditional commercial law and offshore finance in Guernsey and the Cayman Islands, as well as emerging frontiers like blockchain and digital assets.The conversation explores how wealth extends far beyond money, touching on family, lifestyle, and the evolving nature of work. Jeremy shares how his global legal experience has shaped his perspective, and offers a deep dive into KiwiSaver reform, fund structures, tokenisation, and blockchain’s role in areas like custody, regulation, and even social impact initiatives.They also discuss the opportunities and risks of crypto and digital ownership, the future of legal careers in an AI-enhanced world, and how younger professionals can stay ahead of the curve as traditional roles evolve. This is a candid and insightful conversation at the intersection of law, technology, and the future of wealth.Check out MinterEllisonRuddWatts here: www.minterellison.co.nz

Watch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts#WaysToWealth #CryptoLaw #Fintech #DigitalAssets #WealthStrategy #LegalInnovation #BlockchainNZ #FinancialServices #CareerInLaw #FutureOfWealth

In this episode of the Ways to Wealth Podcast, Charlie is joined by Susan Stevenson!Susan is the Director of the Freedom Wellbeing Institute and the New Zealand Curriculum Design Institute. Since 2008, she has focused on preventative wellbeing, helping people feel better every day instead of waiting for crisis points. Her work promotes “universal wellbeing,” a framework built around six interconnected dimensions: social, physical (including financial), intellectual, cultural, emotional, and spiritual.In this conversation, Susan unpacks how financial freedom is deeply tied to all aspects of wellbeing, and how stress in one area often affects the rest. She explains that most people don’t need clinical services; they need practical strategies to optimise their lives across multiple domains. Through stories about money, parenting, and the pursuit of freedom, Susan shows how personal finance is central to a balanced and meaningful life.They also discuss why most people associate wealth with freedom, and how a proactive, prevention-based approach to wellbeing can reshape how we live, work, and raise families.Check out Freedom Wellbeing Institute here: www.freedom-ihe.ac.nzWatch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts#WaysToWealth #Wellbeing #FinancialFreedom #LifeDesign #UniversalWellbeing #HolisticHealth #WealthAndWellness #PreventativeCare #FreedomLifestyle #ParentingAndMoney

In this episode of the Ways to Wealth Podcast, Charlie is joined by Susan Stevenson!Susan is the Director of the Freedom Wellbeing Institute and the New Zealand Curriculum Design Institute. Since 2008, she has focused on preventative wellbeing, helping people feel better every day instead of waiting for crisis points. Her work promotes “universal wellbeing,” a framework built around six interconnected dimensions: social, physical (including financial), intellectual, cultural, emotional, and spiritual.In this conversation, Susan unpacks how financial freedom is deeply tied to all aspects of wellbeing, and how stress in one area often affects the rest. She explains that most people don’t need clinical services; they need practical strategies to optimise their lives across multiple domains. Through stories about money, parenting, and the pursuit of freedom, Susan shows how personal finance is central to a balanced and meaningful life.They also discuss why most people associate wealth with freedom, and how a proactive, prevention-based approach to wellbeing can reshape how we live, work, and raise families.Check out Freedom Wellbeing Institute here: www.freedom-ihe.ac.nzWatch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts#WaysToWealth #Wellbeing #FinancialFreedom #LifeDesign #UniversalWellbeing #HolisticHealth #WealthAndWellness #PreventativeCare #FreedomLifestyle #ParentingAndMoney

In this episode of the Ways to Wealth Podcast, Charlie is joined by Miriam Chancellor!

Miriam is the founder of Naked Audience, a public speaking and presentation coaching consultancy helping high-performing professionals overcome communication barriers. A former president of Auckland Toastmasters, she has spent the last five years coaching executives through one-on-one sessions, corporate workshops, and masterclasses—recently expanding her business to Sydney.

Miriam shares her journey from being a trained goldsmith to building a purpose-driven business focused on helping others find their voice. She reveals her approach to coaching, balancing technical delivery with meaningful content creation, and shares a transformative client story involving severe speaking anxiety.

The conversation also explores lifestyle design, as Miriam reflects on four years of full-time house sitting, what it taught her about flexibility, and how the “novelty curve” influenced her shift away from material ownership. The episode closes with a reflective look at legacy, relationships, and redefining what wealth really means in the long run.

Check out Naked Audience here:

www.nakedaudience.co.nz

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

#WaysToWealth #PublicSpeaking #LeadershipCoaching #LifestyleDesign #Entrepreneurship #CommunicationSkills #Legacy #WealthRedefined #PersonalDevelopment #NakedAudience

In this episode of the Ways to Wealth Podcast, Charlie is joined by Andrew Li!Andrew is an electrical and electronic engineer turned entrepreneur whose career spans medical devices, robotics, and software. After early roles at companies like Fisher & Paykel Technologies, Andrew launched a robotics start-up that didn’t succeed, returned to corporate life, and is now building his second venture, Casary—a tax automation platform for property investors—alongside his wife, a tax accountant.In this conversation, Andrew shares what he learned from his first failed start-up and how those insights shaped the lean and agile approach behind Casary. They dive into the challenges of hardware versus software start-ups, funding paths from bootstrapping to VC, and effective go-to-market strategies. Andrew also explains how Casary simplifies IR3 tax filings using Django, no-code tools, and AI support like GitHub Co-pilot.The discussion touches on broader themes of entrepreneurship, including the importance of co-founder alignment, early validation, and managing life across wealth, health, and relationships. Andrew offers grounded advice for anyone considering launching a tech product without significant capital or a large team.Check out Casary here: www.casary.co.nz

Watch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts#WaysToWealth #Entrepreneurship #StartupJourney #LeanStartup #TechInnovation #TaxTech #PropertyInvestment #WorkLifeBalance #Bootstrapping #StartupLessons

In this episode of the Ways to Wealth Podcast, Charlie is joined by Marc Proctor!

Marc is a Chartered Accountant and Financial Advisor who co-founded Bullot & Rankine alongside his wife, Greta. After nearly two decades in senior corporate roles at Coopers & Lybrand, Pricewaterhouse Coopers, and Westpac, Marc was made redundant just before COVID—a pivotal moment that led him to acquire a book of accounting clients and build a financial advisory firm from the ground up.In this conversation, Marc shares his journey from corporate life to entrepreneurship, highlighting the role of mentorship, people-first leadership, and long-term planning.

They dive into practical financial advice around household and business cashflow, the importance of knowing whether you're a "spender" or a "saver," and strategies to suit both types.Marc also critiques the financial services industry, calling out high fund manager fees and the need for more accessible, lower-cost options like ETFs.

He discusses the balance between personal client service and emerging technologies like AI, and shares his vision of building a business that enables lifestyle freedom, including working remotely while traveling.

Check out Bullot & Rankine here: www.b-r.co.nz

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

#WaysToWealth #FinancialFreedom #CashflowManagement #Entrepreneurship #Accounting #FinancialAdvice #RemoteWork #LifestyleBusiness #WealthPlanning #InvestSmart

In this episode of the Ways to Wealth Podcast, Charlie is joined by Sameer Handa!Sameer is a seasoned business leader who moved from India to New Zealand 30 years ago. After completing his MBA at Sydney University, he led a refrigeration company as CEO for two decades, expanding it from 15 staff across five locations to over 300 employees operating in New Zealand, Australia, Thailand, and India. He currently serves as Chairman of Bank of India New Zealand and mentors young entrepreneurs while managing a diverse investment portfolio.In this conversation, Sameer shares how he built wealth through strategic career decisions, disciplined saving, and diversified investments across property, stocks, carbon credits, and gold. He explains how strong relationship-building, especially in Asian markets, and the ability to delegate were crucial to scaling his business. Sameer offers practical insights on expanding into Australia, hiring local, and overcoming the “New Zealand company” perception.They also explore broader economic topics including New Zealand’s productivity challenges, comparing it to export-driven economies like Singapore. Sameer advocates for longer political terms and independent infrastructure planning bodies to drive long-term progress.Check out Glowbal NZ here: www.glowbal.co.nzWatch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts#WaysToWealth #GlobalBusiness #WealthBuilding #PropertyInvestment #Entrepreneurship #Leadership #ExportGrowth #NZBusiness #Productivity #FinancialDiscipline

In this episode of the Ways to Wealth Podcast, Charlie is joined by James Allen!James is the CEO of Ag First, a primary industry advisory firm with 12 regional offices across New Zealand. He has led the company for 22 years, starting by building the Waikato branch from the ground up before becoming CEO of the entire organisation.The conversation explores James’ entrepreneurial journey and leadership approach within the agricultural sector. They discuss the critical importance of intergenerational wealth management in farming, including early succession planning. Check out Ag First here: www.agfirst.co.nzWatch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts#WaysToWealth #Agriculture #FarmingWealth #Leadership #SuccessionPlanning #PrimarySector #SustainableGrowth #WealthCreation

In this episode of the Ways to Wealth Podcast, Charlie is joined by Dave Insull!Dave is a father of three based in Auckland with a diverse background in law, entrepreneurship, and venture capital. He has played key roles in scaling tech companies such as 90 Seconds, which raised Series A funding from Sequoia Capital, and Cover Genius, a unicorn company. After losing his home in Cyclone Gabriel, Dave relocated from Hawke’s Bay to Auckland, where he currently leads revenue and growth at Extraordinary, a payments technology company. He is also a former General Partner at After Work Ventures, an Australasian VC firm.In this conversation, Dave shares his entrepreneurial journey starting with a university fruit box business, through various sales leadership roles, and into venture capital. They discuss start-up sales tactics, the critical importance and timing of product-market fit, and effective revenue scaling. Dave critiques traditional venture capital models as broken for most portfolio companies due to unrealistic unicorn expectations. The discussion also covers personal wealth building, comparing start-up equity investments to public equities, and highlights the underestimated role of strong salespeople in wealth creation through equity participation.Check out Extraordinary here: www.extraordinarypay.comLearn more about After Work Ventures here: www.afterwork.vcWatch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts#WaysToWealth #StartupSales #VentureCapital #Entrepreneurship #ScalingStartups #ProductMarketFit #WealthBuilding #TechGrowth

In this episode of the Ways to Wealth Podcast, Charlie is joined by Brett Ashley! Brett spent 47 years in the retail industry, rising from apprentice butcher to General Manager of Store Operations at Woolworths Supermarkets. In this conversation, he shares how he rewrote his future through discipline, planning, and mindset.Growing up in a dysfunctional home in South Auckland, Brett learned to rely on hard work and purpose to drive personal growth. Now retired from corporate life, he runs My Purpose Ltd, helping students and professionals apply life planning and financial strategy to their own journeys.They explore themes including intergenerational wealth, the dangers of instant gratification, and why we should treat personal development like running a business.Check out My Purpose here:mypurpose.nzWatch all episodes of the Ways to Wealth Podcast here:eccuity.com/podcasts#LifePlanning #FinancialEducation #LeadershipDevelopment #IntergenerationalWealth #MindsetMatters #WaysToWealth #PurposeDrivenLife