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 

• Other resources mentioned:  
  • The Alter Ego by Todd Herman  
  • CoreLogic’s Monthly Housing Chart Pack - May 2024 
• Guests & Episodes Mentioned:  
  • 478 | What Happens When Money is Used to Control: How She Escaped It & Overcame Scarcity & Gender Wealth Inequality – Chat with Amanda 

LISTEN TO THE FIRST 20 EPISODES HERE >>

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