Podcast Episodes
Back to SearchCase Study: Financial freedom through property and super: a 15-year success story
In this case study episode, Stuart and Frencham unveil a compelling 15-year journey towards financial freedom through property and superannuation. Be…
2 years ago
Ep 307: How do you know if you’ve been too risk adverse?
Episode 307
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In this episode, Stuart explores the often-overlooked dangers of being too risk-averse in financial planning. He argues that an e…
2 years ago
Case Study: What to do with employee shares
In this case study episode, Stuart delves into the financial journey of a client he began working with in 2012. Back then, the client had $800k in ne…
2 years ago
Ep 306: Should you buy an investment-grade apartment or a house in a secondary location?
Episode 306
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In this episode, Stuart tackles a common investment dilemma: should you buy an investment-grade apartment in a blue-chip location…
2 years, 1 month ago
Case 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…
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 1 month 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 …
2 years, 1 month 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, 1 month ago
Ep 303: Melbourne property will deliver the strongest growth over the next decade
Episode 303
Read full blog here.
In this episode, Stuart makes a compelling case for why the Melbourne property market is poised to deliver the strongest capital …
2 years, 1 month ago