In this captivating case study episode, Stuart delves into the real-life journey of rebuilding wealth post-divorce, offering invaluable lessons along the way.
Following a client's separation in 2018, Stuart outlines the financial implications and strategic decisions made during the subsequent settlement in 2019. Despite the challenges, Stuart's guidance steered the client towards retaining key assets and formulating a plan for future financial security.
Through meticulous planning and prudent investment choices, including property acquisitions and retirement strategies, Stuart demonstrates how resilience and strategic foresight can lead to successful wealth rebuilding post-divorce.
Listeners gain actionable insights into navigating complex life transitions, the importance of financial planning, and the potential for rebuilding even amidst adversity.
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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
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Ep 308: Warning: Does one spouse deal with all financial matters?
Case Study: Financial freedom through property and super: a 15-year success story
Ep 307: How do you know if you’ve been too risk adverse?
Case Study: What to do with employee shares
Ep 306: Should you buy an investment-grade apartment or a house in a secondary location?
Case Study: Beginning building wealth later in life
Ep 305: End of financial year tax planning tips for 2023/24
Case Study: Property investors: know when to diversify
EP 304: What is a strategic asset allocation? Why does it matter?
Case Study: Make life easier for your loved ones
Ep 303: Melbourne property will deliver the strongest growth over the next decade
Case Study: Restructuring a share portfolio across two ownership structures
Ep 302: To what extent should you factor in an inheritance?
Case Study: SMSF are often not necessary
Ep 301: Advice for first time property buyers and their parents
Case Study: Overcapitalising isn’t necessarily a big deal
Ep 300: Is it safe to borrow to invest in shares? If so, how?
Case Study: Spending more in the first 15 years of retirement
Ep 299: 20 years of poor property growth… is the property party over?
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