MMS #33 | Investor stories: Te Wai Coulston on family finances, timing the market and home ownership
Description
In this episode of Money Made Simple, Liv kicks off a BRAND NEW podcast segment where we talk to real investors about their money journeys - the good, the bad and the ugly! Our very first investor guest is Te Wai Coulston, a long-standing member and huge advocate of Simplicity. Te Wai shares with us his personal finance experiences and insights, with plenty of learnings along the way. This episode covers:
- How Te Wai's family environment and early financial experiences shaped his approach to money - the nature vs nurture debate!
- His evolving strategy for achieving long-term financial stability and investing in line with personal values and goals
- The original foray into the world of investing (yes, trying to beat the market was a thing!) and how this approach has changed as he learnt more and had his epiphany moments
- How Te Wai discovered Simplicity, how he sees and treats his KiwiSaver in quite a unique way and how this has changed over time
- Te Wai's future plans and strategies when it comes to housing, providing for his whanau and overseas travel
- Thoughts around the role of KiwiSaver in NZ, and why we're not quite there yet
This episode provides a deep dive into a real investor's unique perspective. Tune in to get inspired and maybe even see some of your own experiences reflected in Te Wai's personal stories
Keen to share your story?? We welcome members (and non-members) to come and be a guest on the MMS podcast! If you're keen to find out more, contact us via Instagram or email us marketing@simplicity.kiwi <3
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Disclaimer: This podcast contains personal opinions and is intended to provide educational information only. It doesn't relate to your particular financial situation or goals and is not financial advice or recommendations. Simplicity New Zealand Limited is the issuer of the Simplicity KiwiSaver scheme and investment funds. For product disclosure statements please visit Simplicity's website simplicity. kiwi.