Navigating Property

Ben Plohl

A podcast that helps you understand the property market, make smarter investments and navigate your way to success. We break down real estate trends, interview experts and share insights to empower your property journey.

Episodes

  1. 03/04/2025

    The Property Investment Toolkit: Strategies for Long Term Success

    For this episode, I'm joined by Devan King. Devan is the founder of Ikigai Wealth. A full service financial advisory firm with a life centric approach that helps people make smart financial decisions.We are going to chat about the Property Investment Toolkit and dive into key strategies investors need to consider to ensure long term success. We'll also discuss how property can be used to hit your wealth creation goals.Some of the things we will talk about include: How Devan tailors wealth management strategies for clientsHow property fits into clients overall wealth plansDevan's view on constructing portfolios and strategies for clientsThe Power of LeverageThe Importance of diversificationThe "Property Investment Toolkit" which includes:   defining your "why" including goals and objectives;   client risk profile   portfolio diversification   research methodology/location criteria;   cash flow and treating investing like a business   ensuring your property is the "right fit."   structuring   portfolio reviewsThe key takeaways for this episode are:a. Have a robust financial plan and look at diversifying into different asset classesb. With property, you need to go through a methodical process "the toolkit" to give yourself the best chance of successc. A financial adviser will help you understand your risk profile and build a plan that considers your goals and life stage/circumstances.

    27 min

Ratings & Reviews

5
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5 Ratings

About

A podcast that helps you understand the property market, make smarter investments and navigate your way to success. We break down real estate trends, interview experts and share insights to empower your property journey.