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Everything You Need to Know About Investment Companies

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Manage episode 506730161 series 3656575
Content provided by Your Wealth Playbook, Kerrod Holland, and Jared Dorans. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Your Wealth Playbook, Kerrod Holland, and Jared Dorans 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.

Investment companies are one of the most powerful yet overlooked tools to build wealth. In this episode of Your Wealth Playbook, we discuss what an investment company actually is, who it’s really for, and the benefits it can deliver. If you’ve ever wondered whether you should set one up or how it could fit into your financial strategy, this episode provides you with everything you need to know about investment companies.

------ Contents of this video ---------------------------------------

00:00: Intro

00:38: What Is An Investment Company

00:58: Why Would You Need One?

01:57: Financing

03:03: Tax Planning

04:10: A Completed Project Or a Project Underway

06:22: What Is a Franking Credit?

07:38: Why Having the Right Structures Is So Important

08:45: How Does An SPV Create Generational Wealth?

10:16: Benefits vs Cost

12:45: Outro

.

.

.
HOW CAN WE HELP?

Book your FREE call with Jared 👉 https://calendly.com/crownpropertyfinance/application?month=2025-08

Website: https://www.crownpropertyfinance.com.au/

Book your FREE call with Kerrod 👉https://calendly.com/kerrod-tenexwealth/15-minute-discovery-call?month=2025-08

Website: https://tenexwealth.com.au/

VISIT OUR WEBSITE 👇

Website: https://yourwealthplaybook.com.au/

FOLLOW US 👇👇

Follow Your Wealth Playbook:

Instagram: https://www.instagram.com/yourwealthplaybook/

TikTok: https://www.tiktok.com/@yourwealthplaybook

YouTube: https://www.youtube.com/@YourWealthPlaybook

Follow Kerrod:

Instagram: https://www.instagram.com/kerrodholland/

LinkedIn: https://www.linkedin.com/in/kerrod-holland-76696b133/

YouTube: https://www.youtube.com/@TenexWealth

Follow Jared:

Instagram: https://www.instagram.com/crownpropertyfinance/

LinkedIn: https://www.linkedin.com/in/jared-dorans-a959313b/

  continue reading

34 episodes

Artwork
iconShare
 
Manage episode 506730161 series 3656575
Content provided by Your Wealth Playbook, Kerrod Holland, and Jared Dorans. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Your Wealth Playbook, Kerrod Holland, and Jared Dorans 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.

Investment companies are one of the most powerful yet overlooked tools to build wealth. In this episode of Your Wealth Playbook, we discuss what an investment company actually is, who it’s really for, and the benefits it can deliver. If you’ve ever wondered whether you should set one up or how it could fit into your financial strategy, this episode provides you with everything you need to know about investment companies.

------ Contents of this video ---------------------------------------

00:00: Intro

00:38: What Is An Investment Company

00:58: Why Would You Need One?

01:57: Financing

03:03: Tax Planning

04:10: A Completed Project Or a Project Underway

06:22: What Is a Franking Credit?

07:38: Why Having the Right Structures Is So Important

08:45: How Does An SPV Create Generational Wealth?

10:16: Benefits vs Cost

12:45: Outro

.

.

.
HOW CAN WE HELP?

Book your FREE call with Jared 👉 https://calendly.com/crownpropertyfinance/application?month=2025-08

Website: https://www.crownpropertyfinance.com.au/

Book your FREE call with Kerrod 👉https://calendly.com/kerrod-tenexwealth/15-minute-discovery-call?month=2025-08

Website: https://tenexwealth.com.au/

VISIT OUR WEBSITE 👇

Website: https://yourwealthplaybook.com.au/

FOLLOW US 👇👇

Follow Your Wealth Playbook:

Instagram: https://www.instagram.com/yourwealthplaybook/

TikTok: https://www.tiktok.com/@yourwealthplaybook

YouTube: https://www.youtube.com/@YourWealthPlaybook

Follow Kerrod:

Instagram: https://www.instagram.com/kerrodholland/

LinkedIn: https://www.linkedin.com/in/kerrod-holland-76696b133/

YouTube: https://www.youtube.com/@TenexWealth

Follow Jared:

Instagram: https://www.instagram.com/crownpropertyfinance/

LinkedIn: https://www.linkedin.com/in/jared-dorans-a959313b/

  continue reading

34 episodes

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