Investopoly Case Study: Property, then shares and now lifestyle
Do you have a question? Email questions@investopoly.com.au and Stuart may answer it in the podcast.
In this case study episode, Stuart takes us through the financial journey of a high-income client who started with mortgage advice in 2007 and expanded to holistic financial advice in 2014. The client's initial assets included a primary residence worth $1.2 million. Significant property investments followed, including a $3.8 million Camberwell property and several other strategic acquisitions.
In 2016, the client began share investing, contributing $10,000 per month, which has grown substantially. By 2022, the client diversified into a lifestyle asset with a $2.4 million holiday home in Lorne. Now, with a net worth exceeding $15 million, including their home, the client is embarking on a major renovation of their primary residence.
Key insights include the importance of gearing early to leverage future growth, strategic investing to control cash flow, and the financial freedom to invest in lifestyle assets.
This episode offers valuable lessons on reducing debt, building wealth, and achieving financial security.
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