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10 min
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Case study: Property advice is crucial Investopoly
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- Investing
In my regular weekly episode, I talk about the theories, methodologies, and principles associated with investing. These case study episodes aim to share how the application of our approach to formulating advice has worked in a real-life situation. Case study: Property advice is crucial How wealth advice, property advice, and lifestyle goals are often very interrelated. Approached us for advice in 2019. Male-owned new-build apartment with $200k of equity. Female-owned house and...
In my regular weekly episode, I talk about the theories, methodologies, and principles associated with investing. These case study episodes aim to share how the application of our approach to formulating advice has worked in a real-life situation. Case study: Property advice is crucial How wealth advice, property advice, and lifestyle goals are often very interrelated. Approached us for advice in 2019. Male-owned new-build apartment with $200k of equity. Female-owned house and...
10 min