James Blair in

James Blair

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Director - Wealth at Lighthouse Financial
📍 Auckland, Auckland, New Zealand

James Blair is the Wealth Director at Lighthouse Financial, with over ten years of experience providing comprehensive financial advice. A University of Otago graduate, he specializes in developing simple, actionable wealth growth strategies. People he has worked with often describe him as professional, knowledgeable, strategic, and personable.

Driven by a passion for making financial knowledge accessible to all New Zealanders, James co-hosts the popular weekly podcast "Cheques & Balances. " He focuses on demystifying complex financial topics to help Kiwis take control of their financial future with confidence, covering everything from buying a first home to investing.

James co-founded a popular podcast, "Cheques & Balances, " to make the principles of good money management available to all Kiwis for free.

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Experience
14 Years
Current Role
Director - Wealth
Job Level
Mid-senior
Location
Auckland, Auckland, New Zealand
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics James cares about

Financial Literacy
He co-hosts the "Cheques & Balances" podcast, aiming to make practical financial advice and wealth-building strategies accessible to all New Zealanders.
Wealth Creation
He focuses on creating personalized financial plans that help Kiwi families grow their wealth through a five-pillar model covering property, shares, and debt management.
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Career

Work history

7-2020
Director - Wealth
Lighthouse Financial
2-2018 - 7-2020
Regional Manager Wealth Southern
Westpac New Zealand Limited
8-2015 - 7-2018
Senior Financial Advisor
Westpac New Zealand Limited
7-2014 - 8-2015
Financial Advisor
Westpac New Zealand Limited
2-2013 - 7-2014
Generalist Graduate
Westpac New Zealand Limited
In the press

Media appearances

The Simple Way To Build Wealth with James Blair of Lighthouse Financial. Featured in Apple Podcasts
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How To Invest Your First $10k with James Blair (Lighthouse Financial). Featured in Spotify
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Education
2010 - 2012
Bachelor of Commerce (BCom)
University of Otago
2019 - 2020
Certificate of Executive Leadership
UNSW
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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