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Investopoly
Investopoly is a twice-weekly podcast designed to help you make better financial decisions and build wealth with clarity and confidence. Hosted by Stuart (tax adviser, financial adviser, and mortgage broker) and Campbell (senior financial adviser), each episode delivers concise, practical insights grounded in real-world strategy, research, methodologies, and case studies.
You will get two episodes each week: a main episode that deep-dives into a single wealth-building topic, and a Q&A episode that answers listener questions and real scenarios. Send your questions to questions@investopoly.com.au
We also writes a weekly blog, and many podcast topics build on those ideas and frameworks. Stuart's forthcoming book, Wealth by Design, will be available in July 2026.
Investopoly
Ep 327: Why financial advisors need in-depth knowledge & experience in BOTH property & shares
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Read full blog here.
DOWNLOAD our 97-point financial health checklist here
In this episode, Stuart discusses the significant impact property decisions have on your financial plan, which is often overlooked by financial planners. He explains that property decisions are typically life-long, whether it's purchasing a home or investment property. Many financial planners traditionally focus on shares, bonds, and superannuation, while ignoring property as part of a comprehensive financial strategy.
Stuart shares real-life client examples to highlight how property decisions intertwine with other financial choices, such as when to sell underperforming assets, managing debt during retirement, or deciding between renovating versus upgrading. He also explores strategies for buying investment properties or future homes, particularly for clients who plan to live overseas temporarily.
Stuart emphasizes that financial planners need to expand their knowledge in property to provide holistic financial advice. By integrating property into a comprehensive financial plan, planners can help clients make smarter, long-term decisions, maximising wealth potential and ensuring financial stability.
He concludes by addressing the division between financial planners and property advisors, noting that both fields must work together for optimal client outcomes, urging for more professionals to understand both asset classes.
Our most popular free guides:
Over the years we've written hundreds of articles. These three bring our best thinking together on the topics that matter most right now: choosing a super fund, debt recycling, and navigating the new tax changes.
My new book, Wealth by Design, is out now:
Buy online or in bookstores. The ebook is available now, audiobook coming soon.
Got a question for the podcast?
Email us at questions@investopoly.com.au
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Important
This podcast provides general information about finance, tax and credit. It doesn't take into account your specific objectives, financial situation or needs, so you need to assess whether it's relevant to your circumstances before acting on it. If you're not sure, speak to a licensed, trustworthy professional.
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