In this case study episode, Stuart explores the remarkable journey of a couple on the road to early retirement. When they began working together in 2015, the couple had a net worth of $420k. Fast forward to today, their net worth has soared to $2.5m, driven by strategic property decisions and smart investment moves. They purchased their first investment-grade apartment in 2016 for $488k, followed by a house in Brisbane in 2019 for $885k, which is now worth $1.4m. They also upgraded their home in 2022 and have accumulated $220k in shares through diverse ETFs.
The couple's family income has seen a substantial increase from $270k in 2017 to $570k today. With this growing income, they have balanced improving their lifestyle and making prudent long-term investments. Stuart highlights their unique approach of being very hands-on with tracking their wealth and cash flow while also diligently following professional advice.
The next phase of their strategy involves investing in shares to build what Stuart calls a "third super fund," aiming to retire within the next decade. This episode offers valuable insights into achieving financial independence through disciplined planning and investment.
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.
In this case study episode, Stuart explores the remarkable journey of a couple on the road to early retirement. When they began working together in 2015, the couple had a net worth of $420k. Fast forward to today, their net worth has soared to $2.5m, driven by strategic property decisions and smart investment moves. They purchased their first investment-grade apartment in 2016 for $488k, followed by a house in Brisbane in 2019 for $885k, which is now worth $1.4m. They also upgraded their home in 2022 and have accumulated $220k in shares through diverse ETFs.
The couple's family income has seen a substantial increase from $270k in 2017 to $570k today. With this growing income, they have balanced improving their lifestyle and making prudent long-term investments. Stuart highlights their unique approach of being very hands-on with tracking their wealth and cash flow while also diligently following professional advice.
The next phase of their strategy involves investing in shares to build what Stuart calls a "third super fund," aiming to retire within the next decade. This episode offers valuable insights into achieving financial independence through disciplined planning and investment.
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.