Viewing entries tagged
investment property

Case Study - Thinking About Retirement

Case Study - Thinking About Retirement

Barry Thompson*, a now-retired business manager for a multi-national corporation has been a client of James Reynolds’ since 2014. Barry and his wife Sam* had professional advice relationships with their Accountant, real estate agent and their banks. What Barry and Sam were looking for, though, was a financial adviser who could help them better manage their financial situation.

"Investment Property – what your Accountant and Real Estate Agent won’t tell you"

"Investment Property – what your Accountant and Real Estate Agent won’t tell you"

When Jen and I started talking about what topics to write about for this week’s blog, she said “you’ve got to write about investment property – everyone either wants one or has one, and there just isn’t enough information out there. Which isn’t good, because it seems to have become The New Australian Dream.” Right?