In this power-packed Q&A, Campbell dives into real scenarios many Aussies face, from managing a $50k inheritance for teens inside a trust (ETF compounding vs pooling for a property deposit) to designing a clear 10-year retirement runway for middle-income couples. He unpacks whether to prioritise paying off the home, maxing super, or debt recycling into ETFs; how to balance simplicity with diversification in ETF mixes; and when leverage into property actually helps rather than hurts ...
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In this power-packed Q&A, Campbell dives into real scenarios many Aussies face, from managing a $50k inheritance for teens inside a trust (ETF compounding vs pooling for a property deposit) to designing a clear 10-year retirement runway for middle-income couples. He unpacks whether to prioritise paying off the home, maxing super, or debt recycling into ETFs; how to balance simplicity with diversification in ETF mixes; and when leverage into property actually helps rather than hurts ...
Q&A - Private banking, commercial property concerns, when to sell property
Investopoly
33 minutes
3 months ago
Q&A - Private banking, commercial property concerns, when to sell property
In this Q&A-packed episode, Stuart tackles a broad range of listener questions covering everything from starting in your 30s to optimising a $5 million property portfolio. Zach, a new parent with a $1M home and solid income, asks what to focus on over the next 5–10 years and whether topping up the offset or investing in shares makes more sense. Stuart also addresses whether Zach's discretionary trust setup is a smart long-term move. Rob asks about private banking services, what they offer...
Investopoly
In this power-packed Q&A, Campbell dives into real scenarios many Aussies face, from managing a $50k inheritance for teens inside a trust (ETF compounding vs pooling for a property deposit) to designing a clear 10-year retirement runway for middle-income couples. He unpacks whether to prioritise paying off the home, maxing super, or debt recycling into ETFs; how to balance simplicity with diversification in ETF mixes; and when leverage into property actually helps rather than hurts ...
