Case Study: Overcapitalising isn’t necessarily a big deal
In this episode, Stuart presents a fascinating case study that challenges the traditional view on overcapitalising on a home. The clients in focus own a profitable business and have been strategically building their investment portfolio. Despite planning to spend a significant amount on constructing their dream home, Stuart reveals that overcapitalising may not be a major concern if certain conditions are met. The clients in question own a share in a thriving business generating over $1m pre-tax profit. They have a diverse investment portfolio and a desire to build their dream home. Despite…
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