The Property Couch cover image

503 | How to Get the Right Property Investment Advice - Chat with Joel Burton

The Property Couch

00:00

Property Investment Advisory and Financial Planning

This chapter delves into the distinctions between a property investment advisor and a financial planner, emphasizing the need for both in a comprehensive financial strategy. It discusses strategies for long-term property investment goals and the importance of managing expectations and guiding clients towards realistic financial objectives, even if it involves disappointing them. The chapter also explores unique client requests incorporated into financial plans, the relief and optimism felt by clients seeking property investment advice, and the diversity of income levels and wealth-building opportunities through real estate investments.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app