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…
The skinny
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