The Balanced Investor

This podcast covers off the different types of Power of Attorney in New Zealand and why they are so important to have, but also to keep updated. 

This episode discusses the use of a relationship property agreement and alternatives for how to protect your property and assets in a relationship. 

When planning for your retirement, should you work on the basis of spending the same every year in retirement, decreasing your spending or frontloading your spending? This podcast explores the pros and cons of frontloading your spending in retirement. 

Do you feel like you have to treat your kids the same when it comes to money? This is a question that many parents struggle with, but few dare to ask out loud.

Welcome to The Balanced Investor, the podcast that helps you find the right balance between life and wealth. I’m Danielle Auld, a financial adviser based in Rotorua, and I specialize in helping clients over 50 plan and enjoy their retirement. In this episode, we’ll dive into the sensitive topic of how to handle money matters with your children, and why it’s okay to treat them differently.