Case Study: Anti property investor
In this case study episode, Stuart delves into the impressive financial journey of a client who staunchly avoids property investment. Starting in 2016 with $760k in shares and $595k in debt, the client had a combined super of $324k and no home loan on a $2.5m residence. With an income of $440k and living expenses of $96k, his net investment assets stood at $490k. Fast forward to today, his shares have grown to $2.15m with a $725k loan and super has increased to $1.07m. Additionally, he acquired a $1.7m holiday house with a $1m debt. Despite receiving a $400k inheritance in 2016, his net…
The skinny
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