Ep 395: Financial modelling for wealth: advice or sales pitch?
Read Full Blog HereFinancial modelling has become a powerful sales tool across the wealth industry, especially in property investing. In this episode, Stuart unpacks why slick projections and long-term forecasts can look compelling, yet still lead investors in the wrong direction.He explains a simple but critical truth: models don’t reveal the future, they reflect assumptions. And when the person building the model also benefits if you transact, those assumptions deserve serious scrutiny. He explores how optimistic growth rates, understated costs, and smooth “straight-line” returns can…
The skinny
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