Case Study: 3.2x investment asset in 9 years

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In this case study episode, Stuart takes listeners through a fascinating client journey that showcases a 3.2x growth in investment assets over nine years. Starting with a net worth of $2.7 million in 2015, the clients have seen their wealth soar to $6.5 million by leveraging smart financial strategies. Stuart shares how they helped these clients build a $3.5 million home, increase equity in a holiday property from $350k to $1.6 million, and boost their superannuation from $700k to $2.15 million. They also acquired an investment property in Clifton Hill, which is set to underpin future super growth despite modest initial returns.

The episode highlights key learnings, including the importance of having a clear strategy around repaying home debt, divesting employee shares to reduce debt, and optimising superannuation for maximum returns. Stuart reflects on how the COVID boom perfectly timed the holiday house investment and explains why planning is ultimately about achieving life goals, not just financial returns. Whether you're looking for practical insights or inspiration from real-life success, this episode delivers both.

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DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/

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.