Podcast Episodes
Back to SearchCase Study: Beginning building wealth later in life
In this case study episode, Stuart delves into the financial journey of a couple who began building wealth later in life. Starting in 2009, they purc…
1 year, 9 months ago
Ep 305: End of financial year tax planning tips for 2023/24
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In this episode, Stuart provides a comprehensive guide to end-of-financial-year tax planning strategies that can help maximise yo…
1 year, 9 months ago
Case Study: Property investors: know when to diversify
In this case study episode, Stuart shares an insightful journey with long-term property investor clients. He highlights key lessons learned about the…
1 year, 9 months ago
EP 304: What is a strategic asset allocation? Why does it matter?
Episode 304
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In this episode, Stuart delves into the concept of strategic asset allocation and its critical importance in maximising long-term …
1 year, 10 months ago
Case Study: Make life easier for your loved ones
In this case study episode, Stuart shares a poignant experience to highlight the importance of involving loved ones in financial planning and ensurin…
1 year, 10 months ago
Ep 303: Melbourne property will deliver the strongest growth over the next decade
Episode 303
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In this episode, Stuart makes a compelling case for why the Melbourne property market is poised to deliver the strongest capital …
1 year, 10 months ago
Case Study: Restructuring a share portfolio across two ownership structures
In this case study episode, Stuart shares insights from working with a high-income client who initially focused on building a property portfolio but …
1 year, 10 months ago
Ep 302: To what extent should you factor in an inheritance?
Episode 302
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In this episode, Stuart discusses the importance of considering potential inheritances when developing long-term financial plans.…
1 year, 10 months ago
Case Study: SMSF are often not necessary
In this case study episode, Stuart shares a real-life example of how his approach to financial planning helped a client transition from an underperfo…
1 year, 10 months ago
Ep 301: Advice for first time property buyers and their parents
Episode 301
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In this episode, Stuart provides valuable insights and practical advice for first-time property buyers and their parents. He emph…
1 year, 10 months ago