Investopoly

Q&A - Private banking, commercial property concerns, when to sell property


Listen Later

In this Q&A-packed episode, Stuart tackles a broad range of listener questions covering everything from starting in your 30s to optimising a $5 million property portfolio. Zach, a new parent with a $1M home and solid income, asks what to focus on over the next 5–10 years and whether topping up the offset or investing in shares makes more sense. Stuart also addresses whether Zach's discretionary trust setup is a smart long-term move. Rob asks about private banking services, what they offer, and when they’re worth it. Michael (pseudonym) walks through his detailed $5.3M property portfolio and plans to consolidate into commercial assets, asking if it’s the best way to maximise income while preserving lifestyle and flexibility.

Lucy wants guidance on timing the sale of investment properties to maximise superannuation and whether their family trust is the right vehicle for ETF investments. Blair revisits ETF portfolio structure and seeks feedback on a value-tilted SMSF strategy. Courtney and her partner, with kids on the horizon, ask where to direct their growing surplus. Finally, Stuart answers the timeless question: “If you had to start again at 18, what would you do?” This episode is packed with timeless insights for every life stage and wealth level.

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.

...more
View all episodesView all episodes
Download on the App Store

InvestopolyBy Stuart Wemyss

  • 1
  • 1
  • 1
  • 1
  • 1

1

1 ratings


More shows like Investopoly

View all
The Property Couch by Bryce Holdaway & Ben Kingsley

The Property Couch

57 Listeners

Property Investment Podcast Network by Momentum Media

Property Investment Podcast Network

20 Listeners

The Money Puzzle by The Australian

The Money Puzzle

46 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

63 Listeners

Property Investment, Success & Money | The Michael Yardney Podcast by Michael Yardney; Australia's authority in wealth creation thru property

Property Investment, Success & Money | The Michael Yardney Podcast

29 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

14 Listeners

Your Wealth by NAB

Your Wealth

8 Listeners

The Elephant In The Room Property Podcast | Inside Australian Real Estate by Chris Bates

The Elephant In The Room Property Podcast | Inside Australian Real Estate

12 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

28 Listeners

Australian Finance Podcast by Owen Rask & Gemma Mitchell

Australian Finance Podcast

25 Listeners

Pizza and Property by P&P Media

Pizza and Property

15 Listeners

this is property by John Pidgeon & Rachelle Kroon

this is property

7 Listeners

Scouting Australia Podcast by Australian Property Scout

Scouting Australia Podcast

5 Listeners

Australian Property Podcast by Rask

Australian Property Podcast

11 Listeners

Aussie FIRE | Financial Independence Retire Early by Hayden Smith & Dave Gow

Aussie FIRE | Financial Independence Retire Early

5 Listeners