Case Study: Property in super, shares and the need for diversification

Investopoly

In this case study episode, Stuart Wemyss explores the journey of a client who has successfully navigated property investment within their superannuation, shares, and the importance of diversification. Working with the client since 2009, Stuart details their progression from an initial $4.8 million in assets to an impressive $9 million. The episode highlights the client's strategic acquisition of five apartments in Sydney and Melbourne, achieving significant long-term growth rates of 6.3% and 7.1% per annum, respectively.
Stuart delves into the client's approach, which included geographical diversification and the strategic allocation of funds into shares within their superannuation. He also shares valuable insights on cash flow management and the impact of providing financial assistance to their children. However, Stuart also discusses areas where the client could have improved, such as considering different property types and the value of ongoing, independent advice.
Listeners will gain a comprehensive understanding of the client's successes and the lessons learned from their investment journey. Stuart's expert analysis provides actionable takeaways for anyone looking to diversify their investment portfolio and maximise returns.
Tune in to discover how a well-rounded investment strategy can lead to substantial wealth growth and financial security.

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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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