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The Blueprint Finance Podcast | Plan Your Future
Daniel Lipman and Rory McSweeney
14 episodes
4 days ago
Worried about making the right money moves for your future? The Blueprint Finance Podcast cuts through the noise. Join award-winning adviser Daniel Lipman & Paralympian Rory McSweeney for practical, jargon-free advice on everything from mastering your mortgage to building an investment portfolio. In each episode, discover how to: ► Build a real strategy: Understand the long game for your loans, investments, and insurance. ► Turn complexity into clarity: Get simple, actionable steps for today's market. ► Learn from real Kiwis: Hear success stories that show you what's possible. Let's go!
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Investing
Business
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All content for The Blueprint Finance Podcast | Plan Your Future is the property of Daniel Lipman and Rory McSweeney and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Worried about making the right money moves for your future? The Blueprint Finance Podcast cuts through the noise. Join award-winning adviser Daniel Lipman & Paralympian Rory McSweeney for practical, jargon-free advice on everything from mastering your mortgage to building an investment portfolio. In each episode, discover how to: ► Build a real strategy: Understand the long game for your loans, investments, and insurance. ► Turn complexity into clarity: Get simple, actionable steps for today's market. ► Learn from real Kiwis: Hear success stories that show you what's possible. Let's go!
Show more...
Investing
Business
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Arthur Loo on Wills, Trusts & 30 Years of Kiwi Property Law⸺The Blueprint Finance Podcast #7
The Blueprint Finance Podcast | Plan Your Future
31 minutes 42 seconds
4 months ago
Arthur Loo on Wills, Trusts & 30 Years of Kiwi Property Law⸺The Blueprint Finance Podcast #7

Need a lawyer who speaks your language and protects your assets? In Episode 7 of the Blueprint Podcast, veteran solicitor Arthur Loo breaks down 30 years of real‑world lessons on wills, trusts, and property deals—from $30 k US foreclosure buys to Auckland’s record‑high auctions.What you’ll learn00:00 Why every Kiwi family needs a clear will05:52 Building a bilingual firm for new‑to‑NZ investors10:18 Trusts—when they’re gold, when they’re overkill16:26 Estate pitfalls: blended families & contested wills21:04 Off‑plan settlements: protecting your deposit in 202524:45 Interest‑rate cycles Arthur has survived (and how)29:41 Growing Loo & Koo from two partners to thirty staff35:54 Advice for young professionals: work hard, stay warm‑professionalKey takeaways

  • Plan - Analyse - Decide: legal structures that age as well as your property.
  • Asset protection without the hype: simple wills often beat flashy trusts.
  • Cost‑of‑money mindset: why borrowing costs and not headlines truly drive house prices.
  • Mortgage Rate Comparison Tool
  • Property Investment Forecaster
  • Revolving Credit vs Savings Calculator

Free Tools & Next StepsGet Blueprint Finance’s free, client‑ready calculators:Book a no‑cost strategy call or build your own meeting agenda at BlueprintFinance.co.nz.

The Blueprint Finance Podcast | Plan Your Future
Worried about making the right money moves for your future? The Blueprint Finance Podcast cuts through the noise. Join award-winning adviser Daniel Lipman & Paralympian Rory McSweeney for practical, jargon-free advice on everything from mastering your mortgage to building an investment portfolio. In each episode, discover how to: ► Build a real strategy: Understand the long game for your loans, investments, and insurance. ► Turn complexity into clarity: Get simple, actionable steps for today's market. ► Learn from real Kiwis: Hear success stories that show you what's possible. Let's go!