Case study: Property advice is crucial
In my regular weekly episode, I talk about the theories, methodologies, and principles associated with investing. These case study episodes aim to share how the application of our approach to formulating advice has worked in a real-life situation. Case study: Property advice is crucial How wealth advice, property advice, and lifestyle goals are often very interrelated. Approached us for advice in 2019. Male-owned new-build apartment with $200k of equity. Female-owned house and land package with $260k of equity in it. They had high incomes, but also spent a lot. Neither of their properties…
The skinny
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