Seb and Bronnie (Note: Names have been changed for privacy) came to us with plans to invest in property but left with a completely unexpected strategy.
Our advice: “DON’T invest in property until 2036”?! 😲🏡
And in our second case study, Adam and Jacinta had a solid investment plan until an unexpected event changed everything.
Despite Adam’s financial expertise and their three investment properties, he found himself saying, “I can’t work it out like I usually can.” So how did we help them navigate this change, free up cash, and still secure their dream family home?
In today’s insightful episode, we’re sharing the stories of two real couples grappling with significant life decisions.
Tune in to learn about the personalised plans we crafted for them, enabling each couple to achieve their dream home and lifestyle with the right strategy and sequencing.
P.S. What’s the common thread in these case studies? The “new-age” misconception of Rentvesting. Listen now to find out if you’ve misunderstood it too!
Free Stuff Mentioned
- See the trailer for our 500th Episode here!
- Other resources mentioned:
- Guests & Episodes Mentioned:
Timestamps
- 0:00 – Why NOT to Invest in Property Until 2036!
- 1:28 – Bryce didn’t watch the game, THIS happened…
- 3:58 – Mindset Minute: Your alter ego can change your money story. Here’s how.
- 8:12 – Case Study 1: Is Rentvesting Just A Poster Child Strategy?
- 11:52 – The Problem: When the job clashes with your dream home!
- 13:43 – These folks have a strategic advantage in the property game…
- 16:05 – The $1.7M “pennydrop moment” that changed everything
- 18:27– The Solution: A Starter home?!
- 19:20 – Pure Vs. New-Age Rentvesting
- 22:17 – The Counterintuitive Strategy: Don’t buy until 2036!?
- 24:00 – Who does the tax system favour most?
- 26:43 – The Flow on Effect: 50% LVR on their dream home
- 28:40 – Why a Property Plan isn’t just about investment properties!
- 34:10 – Their Timeline & Outcome: $2,300 weekly in retirement
- 35:45 – Internal Transformation: “They high-fived Amanda through the screen with excitement”
- 41:14 – Are we pro-rentvesting?
- 45:10 – Case Study 2: The Plan Curveball
- 46:22 – The Problem: “We need a plan we can stick to, but I can’t work it out like I usually can.”
- 51:17 – The borrowing capacity surprise
- 53:38 – Focus on the simple strategy!
- 54:22 – What’s the plan? Family homes, freeing up cash and investing later
- 56:28 – The Achievement: “Passive without the pressure”
And…
- 58:19 – Lifehack: Going through a tough time? Diary notes it for 30 days’ time.
- 1:00:38 – WMPN: CoreLogic’s May Results: Where are house prices across Australia?
