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Stuart Wemyss
InvestopolyEpisodes
Stuart Wemyss
Investopoly
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This blog summarises the initiative contained in the 2022 Federal Budget announced on 29 March 2022.Budget initiatives that might affect youExtended the home loan guarantee schemeThe First Home Loan Deposit Scheme (FHLDS) allows borrowers to bo
I have noticed that more people are attracted to seeking out work that they have a personal connection with, particularly since the beginning of Covid. That is, for a growing number of people, the emotional rewards (satisfaction) that their wor
Investing in the share market is a relatively easy, simple and a low-cost investment strategy to implement, if you know the right way to do it, of course. However, if you don’t know what you’re doing, it’s easy to mess it up. In this blog, I se
As a completely independent advisor, I have no vested interest in how my clients invest. Whether they invest in property, shares or any other asset class makes no difference to my life. Of course, I want them to invest in (1) assets that are mo
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 retur
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, fo
Read full blog here.In this episode, Stuart makes a compelling case for why the Melbourne property market is poised to deliver the strongest capital growth among Australian capital cities over the next decade. Despite negative sentiment driven
In this case study episode, Stuart shares insights from working with a high-income client who initially focused on building a property portfolio but later diversified into shares. The client's share portfolio was initially held in his wife's na
Read full blog here.In this episode, Stuart discusses the importance of considering potential inheritances when developing long-term financial plans. He acknowledges that with the vast amount of wealth expected to be passed down in Australia ov
In this case study episode, Stuart shares a real-life example of how his approach to financial planning helped a client transition from an underperforming self-managed super fund (SMSF) to a more efficient and transparent investment structure.T
Read full blog here.In this episode, Stuart provides valuable insights and practical advice for first-time property buyers and their parents. He emphasises the importance of adopting an investment mindset when purchasing a home, focusing on are
In this episode, Stuart presents a fascinating case study that challenges the traditional view on overcapitalising on a home. The clients in focus own a profitable business and have been strategically building their investment portfolio. Despit
Read full blog here.In this episode, Stuart discusses the feasibility and strategies of borrowing to invest in shares. He compares the practice of leveraging for share investments with the more commonly accepted approach of borrowing for proper
In this case study episode, Stuart takes us through a real-life scenario of a client who retired at 55 with ambitious spending goals. The client wanted to spend a hefty $300,000 per year for the first 15 years of retirement, followed by reduced
Read full blog here.In this episode, Stuart delves into statistical analyses and economic insights, dissecting the nuanced factors influencing property market trends over the past two decades and speculating on their implications for future inv
In this captivating case study episode, Stuart delves into the real-life journey of rebuilding wealth post-divorce, offering invaluable lessons along the way.Following a client's separation in 2018, Stuart outlines the financial implications an
Read full blog here.In this insightful episode, Stuart dives into the critical factors to weigh when upgrading your home - a decision with both significant lifestyle and financial implications. He emphasises the importance of approaching it wit
In this compelling case study episode, Stuart shares a real-life example that masterfully combines estate planning, tax minimisation, and portfolio management strategies. He walks through the steps taken to optimise an unexpected multi-million
Read the full blog here.In this episode, Stuart presents a compelling analysis of the merits and pitfalls of investing in digital assets. Despite recent surges in Bitcoin's price and endorsements from influential figures like Blackrock's CEO, h
In this episode, Stuart delves into the gravity of property decisions and their far-reaching consequences. He recounts a particularly challenging scenario where his expertise was pivotal in guiding clients through the maze of property investmen
Read full blog here.In this episode, Stuart Wemyss delves into the nuanced debate of prioritising short-term returns versus adopting a steadfast long-term investment strategy. Drawing from his extensive experience, Wemyss navigates the complexi
In this episode, Stuart delves into the intricate interplay between personal and business advice, offering practical wisdom gleaned from real-life scenarios.In just 2.5 years, our clients' journey illustrates the fusion of business and personal
Read full blog here.In Part 1, the podcast scrutinised the performance of apartment markets in major Australian cities over the past decade, uncovering reasons behind their underperformance and prospects for a new growth cycle. In this podcast
Read the full blog here.In this podcast episode, Stuart Wemyss delves into the intriguing dilemma of whether to sell underperforming apartments in Australia's real estate market. He dissects the prolonged underperformance of apartments in Melbo
In this episode, Stuart Wemyss unpacks a real-life case study covering downsizing, business exits, and inheritance. The client initially received fragmented advice, leading to confusion and inefficiencies in their financial strategy.Through our
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