Dave Robertson

Dave Robertson, Head of Property Wealth Planning at Empower Wealth, shares critical insights into the perils of 'Frankenstein portfolios'—investment strategies made from mismatched advice without a solid plan. He highlights real-life case studies illustrating how poor choices lead to financial loss, such as overpriced property purchases and misleading rental guarantees. Listeners are encouraged to embrace imperfections in their journey and make informed investment decisions by learning from others' mistakes. Celebrating the milestone of 5,000 property plans, he emphasizes the transformative power of strategic planning.