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Investopoly
Each episode, about 15 minutes long, is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
Investopoly
Case Study: Residential & commercial property + super + shares
Do you have a question? Email questions@investopoly.com.au and Stuart may answer it in the podcast.
In this case study episode, Stuart explores the impressive journey of a couple who have transformed their net worth from $868k in 2010 to over $5.4m today. Starting with a modest portfolio that included a primary residence, a Tasmanian property, shares, and superannuation, the couple strategically diversified and expanded their investments. Stuart highlights key moves such as acquiring a commercial property for their business, investing in shares, and navigating the challenges of cash flow management while funding private school fees.
Listeners will learn valuable insights from their experiences, such as the impact of quality investments like their double-fronted Victorian home in Northcote, which contributed significantly to their wealth increase. Stuart also discusses the importance of timing and location in property investments, comparing different outcomes from commercial property purchases.
The episode underscores the power of patience and compounding, with Stuart noting that the couple's continued success now hinges on time rather than additional contributions. Key takeaways include the significance of cash flow management, the benefits of forced savings through mortgages, and the value of taking action within one's budget constraints. This episode is packed with practical lessons and inspiration for anyone looking to build and manage a successful investment portfolio.
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Do you have questions? Email questions@investopoly.com.au
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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.
