59. How to Invest for Your Family

Recently, Kernel hosted an event in collaboration with Lighthouse Financial, Haigh Lyon, and Edwards & Co. all about the exciting world of investing for your family. And one of the panellists in this event actually happens to be our very own co-host, Cat!
Tune into this special episode as Cat adds her unique insights on how parents can set their families up for success. We were also lucky to have James Blair, the Wealth Director at Lighthouse Financial, and Shaun McGivern, the Principal Lawyer at Haigh Lyon, sharing their expert insights too.

Specifically, we speak about:

• Why investing in a will is incredibly important for your children and loved ones, especially if something unexpected happens
• Ways for parents to encourage great money habits for their kids through using investing accounts and rewarding good money behaviours
• The importance of transparency with finances when it comes to your kids during good times and bad
• Why using simple money habits such as starting early and consistently can really go a long way when it comes to creating wealth for your family
• A few ideas and scenarios that you can think about when it comes to protecting and managing your wealth

Learn more from our partners:

• Lighthouse Financial: https://lighthousefinancial.co.nz/contact-us/
• Haigh Lyon Lawyers: https://haighlyon.co.nz/contact
• Edwards and Co: https://edwardsandco.nz/products/olive

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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