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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
Case Study: Knowing when to hold ‘em and when to fold ‘em
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
In this episode, Stuart delves into a real-life case study showcasing the journey of a couple who began working with him in 2016 with an extensive asset portfolio, substantial debt, and high income—but faced critical decisions in managing their investments effectively. Starting with their principal home valued at $1.85 million, two investment properties with marginal equity, and $900,000 in investment assets, Stuart walks through their progression to today’s robust financial position, including a debt-free home now worth $2.5 million, a holiday property, increased super, and investment assets that have nearly tripled.
Stuart emphasises that timing is key in investment success, showing how the couple’s decision to hold onto high-performing shares instead of selling them paid off. He also underlines the importance of strategy over impulsive action, with well-timed commercial property investments proving to be a lesson in patience and risk management. Key takeaways include the power of patience, quality over timing, and having a clear strategy for assets like SMSF. This episode is packed with insights into the delicate balance of knowing when to stay invested and when to make changes.
My new book out in 2026: To join the pre-order waitlist and get a bonus. More info go to: http://www.investopoly.com.au/book
Do you have a question for the podcast? Email us at questions@investopoly.com.au.
If you're interested in working with my team and me, discover how we can work together here: https://prosolution.com.au/prospective-client/
If this episode resonated with you, please leave a rating on your favourite podcast platform.
Subscribe to my weekly blog: http://www.investopoly.com.au/email
Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog: https://prosolution.com.au/books/
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.
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