New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.

In this case study episode, Stuart Wemyss shares the 15-year wealth-building journey of long-term clients who successfully grew their investment assets from $479k to $3.9 million. Stuart details how this couple, now in their late 50s, strategically upgraded their family home, built a diversified property portfolio, and significantly enhanced their superannuation.

Starting in 2009 with a net worth of under $500k, their disciplined approach to asset selection and cash flow management has yielded impressive results, including outperforming median property price growth by 1–1.2% annually. Key milestones include purchasing five properties across various structures, investing in a low-cost superannuation strategy, and managing high living expenses with a combined family income of $500k.

Stuart highlights the importance of diversification, pointing out the contrasting performance of houses versus apartments in their portfolio, and how deliberate decisions, such as purchasing a property in super, ensured long-term financial security.

This episode provides valuable insights into building wealth with strategic planning and long-term focus, showcasing how Stuart’s evidence-based advice has helped clients navigate challenges while achieving remarkable financial growth. Whether you’re starting your investment journey or refining your strategy, this story is full of actionable lessons to help you succeed.

Subscribe via www.investopoly.com.au/email

Do you have a question? Email: [email protected] or for a faster response, post a comment on the episode's video over on YouTube: https://www.youtube.com/@investopolypodcast/podcasts

If you're interested in working with my team and me, discover how we can work together here: https://prosolution.com.au/prospective-client/

If this episode resonated with you, please leave a rating on your favourite podcast platform.

Subscribe to my weekly blog: https://www.prosolution.com.au/stay-connected/

Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog: https://prosolution.com.au/books/

DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/

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.