Property Planning Case Study Archives

Property Planning Case Study

Property Plan Case Study #9 – Can We Scale Back Work With a Sea Change at Age 50? Navigating Work, Wealth, and Waterfront Dreams! (Ep. 255)

Apr 30, 2024

Join the Trio as they sink their teeth into a couple who wants to scale back work and move to a coastal location at 50 – is it achievable?

Property Planning Case Study #7 – Can we keep our two existing properties, purchase our long-term home, start a family, and still retire on $150K p/a passive income? (Ep.178)

Nov 7, 2022

In this week’s episode Dave, Cate and Pete dive into a Property Planning case study.

Property Planning Case Study #6 – Listener scenario on the property planning platform! Can we retire in 8 years & live off our portfolio until we hit preservation age? (Ep.173)

Oct 3, 2022

In this week’s episode Dave, Cate and Pete take you through a Property Planning case study of a couple who are looking to see if they can retire early, before they can access their super.

Property Planning Case Study #5 – Announcing the Property Planning interactive software platform! Do I need a large portfolio to achieve my retirement rental income goal of $100k? (Ep.167)

Aug 22, 2022

In this week’s episode Dave, Cate and Pete take you through a Property Planning case study of a couple who are looking to complete a home renovation and purchase an investment

Property Planning Case Study #4 – Do we buy in the capital city or regional centre (we plan to live in both), before or after we have kids, how will parental leave impact our price range, should it be a home OR investment & that can become a home? Just another day in the world of being a Property Planner (Ep.161)

Jul 11, 2022

In this week’s episode Dave, Cate and Pete take you through a Property Planning case study of a couple working through some key decisions before they have kids.

Property Planning Case Study #3 – Should our ‘Next Purchase’ be the holiday home or an investment and how do the financial outcomes marry up with our short and long-term goals? (Ep.156)

Jun 6, 2022

In this week’s episode Dave, Cate and Pete take you through a Property Planning case study of a couple who are struggling to make a decision between a holiday home or an investment property.

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