Episode Details

Continuing from last week’s insightful case study episode, we’re back with two more awesome case studies featuring two very different investors... 

Case Study 1: Grandma’s Inheritance

Meet Brandon (names have been changed), a 25-year-old electrician who has just received a large inheritance and is about to set out on a year-long adventure in South America. 

He wants to make sure he’s maximising his future wealth, but is it better to invest now or after his trip??  And is there a way he can put this money to work to actually help him afford the trip? 🤔


Case Study 2: Escaping the Rat Race  

In our next case study, we’re homing in on a professional, time-poor couple with young children looking to change their lifestyle completely. 

With dreams of taking an idyllic family holiday overseas while maintaining their lifestyle, one part of this duo also hopes to retire as soon as possible. How can they sequence this to make it all a reality?!

Tune in now to find out how each investor makes their lifestyle and holiday dreams come true and discover how the experts build property portfolio plans around the lives, dreams and goals of our investors, listen in to this episode now! 😊 


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