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Case Study: Property, then shares and now lifestyle
Manage episode 430231254 series 3363218
Do you have a question? Email questions@investopoly.com.au and Stuart may answer it in the podcast.
In this case study episode, Stuart takes us through the financial journey of a high-income client who started with mortgage advice in 2007 and expanded to holistic financial advice in 2014. The client's initial assets included a primary residence worth $1.2 million. Significant property investments followed, including a $3.8 million Camberwell property and several other strategic acquisitions.
In 2016, the client began share investing, contributing $10,000 per month, which has grown substantially. By 2022, the client diversified into a lifestyle asset with a $2.4 million holiday home in Lorne. Now, with a net worth exceeding $15 million, including their home, the client is embarking on a major renovation of their primary residence.
Key insights include the importance of gearing early to leverage future growth, strategic investing to control cash flow, and the financial freedom to invest in lifestyle assets.
This episode offers valuable lessons on reducing debt, building wealth, and achieving financial security.
DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/
Do you have questions? Email questions@investopoly.com.au
If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps me reach more incredible listeners like you. Thank you for being a part of this journey! :-)
Click here to subscribe to Stuart's weekly email.
SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.
Work with Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.
IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
355 episodi
Manage episode 430231254 series 3363218
Do you have a question? Email questions@investopoly.com.au and Stuart may answer it in the podcast.
In this case study episode, Stuart takes us through the financial journey of a high-income client who started with mortgage advice in 2007 and expanded to holistic financial advice in 2014. The client's initial assets included a primary residence worth $1.2 million. Significant property investments followed, including a $3.8 million Camberwell property and several other strategic acquisitions.
In 2016, the client began share investing, contributing $10,000 per month, which has grown substantially. By 2022, the client diversified into a lifestyle asset with a $2.4 million holiday home in Lorne. Now, with a net worth exceeding $15 million, including their home, the client is embarking on a major renovation of their primary residence.
Key insights include the importance of gearing early to leverage future growth, strategic investing to control cash flow, and the financial freedom to invest in lifestyle assets.
This episode offers valuable lessons on reducing debt, building wealth, and achieving financial security.
DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/
Do you have questions? Email questions@investopoly.com.au
If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps me reach more incredible listeners like you. Thank you for being a part of this journey! :-)
Click here to subscribe to Stuart's weekly email.
SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.
Work with Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.
IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
355 episodi
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