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THE PROPERTY NERDS: Maximising wealth through smart financial planning

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Manage episode 505295744 series 2987065
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of The Property Nerds, co-hosts Arjun Paliwal and Adrian Lee from InvestorKit, and Jack Fouracre from Fouracre Financial, are joined by financial planner Simran Dhillon from Abundant Advisory to explore how property investment can fit into a broader financial strategy.

Drawing on his experience at Commonwealth Bank and running his own practice, Simran stresses the importance of diversifying between property and shares to manage risk.

The co-hosts emphasise that high-income tech professionals must strategically plan around equity compensation while using debt wisely to grow wealth without overconcentrating in property, and ensuring sufficient liquidity for retirement.

This episode also covers self-managed super funds, advising caution for those with low balances due to costs and risks.

Simran highlights that good debt builds wealth, while bad debt fuels consumption, and stresses the importance of insurance and protection following major life events, such as having children or facing serious health issues.

  continue reading

1404 episodes

Artwork
iconShare
 
Manage episode 505295744 series 2987065
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of The Property Nerds, co-hosts Arjun Paliwal and Adrian Lee from InvestorKit, and Jack Fouracre from Fouracre Financial, are joined by financial planner Simran Dhillon from Abundant Advisory to explore how property investment can fit into a broader financial strategy.

Drawing on his experience at Commonwealth Bank and running his own practice, Simran stresses the importance of diversifying between property and shares to manage risk.

The co-hosts emphasise that high-income tech professionals must strategically plan around equity compensation while using debt wisely to grow wealth without overconcentrating in property, and ensuring sufficient liquidity for retirement.

This episode also covers self-managed super funds, advising caution for those with low balances due to costs and risks.

Simran highlights that good debt builds wealth, while bad debt fuels consumption, and stresses the importance of insurance and protection following major life events, such as having children or facing serious health issues.

  continue reading

1404 episodes

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