The Winner's Playbook

EP 16: Think outside the property box!


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Aussies have a love affair with property! But what if we don’t want to buy a house? Can we still build wealth and if so, how? This week, Steve and Josh are thinking outside the property box to chat about a wealth creation journey that doesn’t include property.

This episode covers:
[0.05] Disclaimer
[0.35] Key takeaways from AMP Advice Live 2024, including traits of successful entrepreneurs
[7:10] Business as an alternative to property for wealth creation
[8:10] A portfolio of managed funds and ETFs as another alternative
[11.05] Other options including listed companies, listed investment trusts and unlisted investments
[13:45] What is the difference between a managed fund and an ETF?
[17:20] Is it truly possible to build wealth without property?
[21:45] What are the benefits of not having property?

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Steve's TikTok: https://www.tiktok.com/@stevesloanefinadviser

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Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg 

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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.

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Want to find a Adviser that suits your financial needs:
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Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link


Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp

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Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide


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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.

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The Winner's PlaybookBy Link Wealth Group