Podcast Episodes
Back to SearchEP 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 …
2 years 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…
2 years 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 …
2 years 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 …
2 years 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.…
2 years 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…
2 years 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…
2 years ago
Case Study: Overcapitalising isn’t necessarily a big deal
In this episode, Stuart presents a fascinating case study that challenges the traditional view on overcapitalising on a home. The clients in focus ow…
2 years ago
Ep 300: Is it safe to borrow to invest in shares? If so, how?
Episode 300
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In this episode, Stuart discusses the feasibility and strategies of borrowing to invest in shares. He compares the practice of le…
2 years ago
Case Study: Spending more in the first 15 years of retirement
In this case study episode, Stuart takes us through a real-life scenario of a client who retired at 55 with ambitious spending goals. The client want…
2 years ago