327 episodes

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.

Investopoly Stuart Wemyss

    • Business
    • 1.0 • 1 Rating

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.

    Ep 306: Should you buy an investment-grade apartment or a house in a secondary location?

    Ep 306: Should you buy an investment-grade apartment or a house in a secondary location?

    Read full blog here.In this episode, Stuart tackles a common investment dilemma: should you buy an investment-grade apartment in a blue-chip location or a house in a secondary area? He delves into the key factors influencing your decision, such as land value, potential for capital growth, and maintenance costs. Stuart explains why houses typically offer higher returns due to their land value but also highlights the hidden potential in older apartments with significant land components. He exam...

    • 18 min
    Case Study: Beginning building wealth later in life  

    Case Study: Beginning building wealth later in life  

    In this case study episode, Stuart delves into the financial journey of a couple who began building wealth later in life. Starting in 2009, they purchased an entry-level apartment in South Yarra for $390k. Fast forward to 2015, Stuart joined them, and their wealth-building strategy took a serious turn. By 2016, they acquired an investment property in Richmond for $1.3m and restructured their superannuation, moving one spouse from a subpar fund to a wrap account while the other stayed with a s...

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

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

    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...

    • 16 min
    Case Study: Property investors: know when to diversify

    Case Study: Property investors: know when to diversify

    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...

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

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

    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...

    • 11 min
    Case Study: Make life easier for your loved ones

    Case Study: Make life easier for your loved ones

    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...

    • 7 min

Customer Reviews

1.0 out of 5
1 Rating

1 Rating

Top Podcasts In Business

Prof G Markets
Vox Media Podcast Network
REAL AF with Andy Frisella
Andy Frisella #100to0
Money Rehab with Nicole Lapin
Money News Network
PBD Podcast
PBD Podcast
Habits and Hustle
Jen Cohen and Habit Nest
The Diary Of A CEO with Steven Bartlett
DOAC

You Might Also Like

The Michael Yardney Podcast | Property Investment, Success & Money
Michael Yardney; Australia's authority in wealth creation through property
The Elephant In The Room Property Podcast | Inside Australian Real Estate
Veronica Morgan & Chris Bates
Property Investment Podcast Network
Momentum Media
The Property Couch
Bryce Holdaway & Ben Kingsley
Australian Property Podcast
Rask
The Money Puzzle, with James Kirby
The Australian