Q&A - When your dream home conflicts with your wealth plan
In this episode, Stuart unpacks a complex and relatable dilemma: what happens when your long-term wealth strategy collides with a major lifestyle goal.A Sydney-based investor with a substantial property portfolio is aiming to retire at 60 with a high passive income. Still, a recent PPOR upgrade and plans for an $800k–$1M knockdown rebuild have put that goal under pressure. With borrowing capacity already stretched and income likely to fall, the question becomes clear: is it possible to fund the build without selling assets, or is compromise unavoidable?Stuart explores the trade-offs between…
The skinny
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