Case Study: Beginning building wealth later in life
In this case study episode, Stuart delves into the financial journey of a couple who began building wealth later in life. Starting in 2009, they purchased an entry-level apartment in South Yarra for $390k. Fast forward to 2015, Stuart joined them, and their wealth-building strategy took a serious turn. By 2016, they acquired an investment property in Richmond for $1.3m and restructured their superannuation, moving one spouse from a subpar fund to a wrap account while the other stayed with a solid industry fund. Over the past nine years, their focus on maximising cash in offset accounts and…
The skinny
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