Back by popular demand…
We’re bringing you another powerful Case Study episode featuring someone who lives and breathes property, finance, and wealth planning every single day.
It’s none other than David Robertson, Head of Property Wealth Planning at Empower Wealth!
And yes, he’s just as passionate as we are about helping Australians achieve financial peace… no matter where they’re starting or where they want to end up.
In this episode, we’re unpacking a scenario that proves you DON’T need to have all your ducks in a row to start planning.
Tune in to learn…
✔️ How to plan for future expenses even if you don’t have exact dates
✔️ Why flexibility can be your biggest strategic advantage
✔️ How this couple optimised their portfolio and cash flow
✔️ Why just TWO investment properties is enough to reach $3,000/week in retirement
✔️ How to “trade through” short-term negative cash flow
✔️ Which Forever Home they chose — the $2.1M or $1.1M option — and why
🎯 Plus, stick around for Ben’s “What’s Making Property News” segment, where he shares a solution that could save property buyers hundreds of thousands of dollars.
Whether you’re still figuring out where you want to live or want to see how flexible planning actually works — this episode is packed with practical insights to help you get clear, get confident, and get started.
