In this podcast episode, Stuart discusses a captivating case study spanning over 14 years, showcasing the positive impact of their advisory process on clients. The clients, initially with a $2 million investment base, have seen their net worth grow to $6.4 million, excluding homes, through conservative asset allocation and astute financial management. Despite a volatile market, their compounding annual growth rate stands at an impressive 8.7%. The clients, now comfortably retired, attribute t...

Case Study: 14+ years of playing the long game

Each episode, about 15 minutes long, is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.

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Read full blog here.In this episode, Stuart provides a comprehensive guide to end-of-financial-year tax planning strategies that can help maximise your tax savings. With a wealth of practical tips and considerations, he breaks down complex tax concepts into easily digestible insights.Whether you're a high-income earner, a business owner, or simply looking to optimise your tax position, Stuart's advice covers a range of scenarios and opportunities. From maximising super contributions and utili...

Ep 305: End of financial year tax planning tips for 2023/24

In this case study episode, Stuart shares an insightful journey with long-term property investor clients. He highlights key lessons learned about the importance of diversification and adapting strategies over time. Despite diligently managing cash flow and contributions, the clients' concentrated property portfolio delivered underwhelming returns initially. However, Stuart reveals how diversifying into other asset classes and taking an evidence-based approach ultimately put them on track...

Case Study: Property investors: know when to diversify

Read full blog hereIn this episode, Stuart delves into the concept of strategic asset allocation and its critical importance in maximising long-term investment returns. He presents evidence demonstrating the unpredictability of short-term returns across asset classes, highlighting the need for diversification. However, Stuart argues that long-term returns are more predictable due to the principle of mean reversion.He advocates for an approach that involves actively allocating new capital towa...

EP 304: What is a strategic asset allocation? Why does it matter?

In this case study episode, Stuart shares a poignant experience to highlight the importance of involving loved ones in financial planning and ensuring they are well informed and prepared. He recounts working with a client, Grant, since 2009, focusing on debt reduction, superannuation, and share investing.Tragically, Grant passed away suddenly in 2018, leaving his wife in an unfamiliar situation, having never been involved in the financial decision-making process. Stuart had to guide Grant's w...

Case Study: Make life easier for your loved ones

Read full blog here.In this episode, Stuart makes a compelling case for why the Melbourne property market is poised to deliver the strongest capital growth among Australian capital cities over the next decade. Despite negative sentiment driven by factors like stricter tenancy laws, increased taxation, and concerns over the state's escalating debt, Stuart argues that Melbourne's property prices are currently undervalued relative to other cities like Sydney.He presents data illustrating how Mel...

Case Study: 14+ years of playing the long game

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