Show Notes
In this episode of the My Mortgage Podcast, Claire introduces another valued member of the wider My Mortgage community, Ivan from Our Accountant to chat about business, property investing, tax changes, and why having the right structure in place can save you thousands long term. Ivan shares his journey from tyre fitting to becoming an accountant, plus practical insights around property ownership, business growth, interest deductibility, restructuring, and working with the right team around you. They also dive into family, community, Northland life, and what makes a great client relationship. A relaxed and practical conversation full of valuable advice for business owners, self-employed Kiwis, and property investors.
More from My Mortgage Podcast
In this episode of the My Mortgage Podcast, Claire chats with Sophie Meyer about her property journey, from buying her first home and renovating, through to subdividing, building and growing her property portfolio. Sophie shares the lessons she’s learned along the way, the importance of having the right team around you, and why taking action and playing the long game can make all the difference.
In this episode of the My Mortgage Podcast, Claire chats with Sarah Le Grove, a commercial property valuer and long-time property investor, about her journey from buying her first home to building an investment property portfolio. Sarah shares how she approached paying down debt, structuring her lending, renovating for added value, and choosing an investment property based on her long-term goals. We also dive into the world of commercial property, including what valuers look for, different investment options, and why understanding your own risk profile is so important. A great conversation about property, strategy, taking action and building wealth over time.
In this episode of the My Mortgage Podcast, we get to know our newest adviser, Aaron Gracie. Aaron shares his journey from policing to mortgage advising, what he’s learned working behind the scenes in lending, and why having the right adviser in your corner can make such a difference. We chat first home buyers, finding the right bank and loan structure, why you don’t always need a 20% deposit, and the importance of having options when it comes to your mortgage. Plus, we get to know Aaron outside of work — from his love of sport and golf to his latest obsession with sim racing! A great episode for anyone thinking about buying their first home, refinancing, investing, or simply wanting to understand their options.
In this episode of the My Mortgage Podcast, Claire sits down with Amber Helm to chat about her journey from accounting graduate to mortgage adviser and shareholder at My Mortgage. Amber shares her love of people, travel, fitness, and the outdoors, as well as how she grew from working behind the scenes in lending operations to becoming an adviser with a deep understanding of bank policy and client needs. Together, they talk about what makes My Mortgage different, the importance of finding the right options for clients, and the value of long-term relationships. Amber also shares her own property journey, from buying her first home with her brother to becoming a landlord and renovating a lifestyle property — offering a genuine insight into her passion for property, people, and helping clients achieve their goals.
In this episode of the My Mortgage Podcast, Claire introduces another valued member of the wider My Mortgage community, Sharnae McVerry from Harkness Henry Lawyers. Sharnae shares more about her role as a Senior Solicitor, specialising in commercial and property law, and what her day-to-day work looks like. She also talks about how she supports clients through the legal side of property transactions, the importance of getting the right advice, and how her expertise helps make the process as straightforward as possible. Tune in to get to know Sharnae and hear more about the legal side of property and commercial law from one of our trusted partners at Harkness Henry Lawyers.