The Property Academy Podcast

EP: 1221

Case Study Sunday – "Give Me My $12,000 Back!" How This Investor Got Their Money Back From a Financial Adviser | Ep. 1221

About this episode

In this episode, we are joined by Kathy Faulkner to discuss a case study of a property investor who paid $12,000 to a financial adviser to get financial advice and access to the financial adviser's information.

But, in the end, these investors didn't see value in the information that was provided. We walk through what this investor did to get their money back and what their next steps in property investment are.

We wrap up the episode by mentioning that you can use the public version of our My Wealth Plan software to calculate what your retirement is going to look like.

Inspired by today's case study? Find out if you can afford an investment property with our quick quiz.

The Property Academy Podcast 12

Related podcasts in this series

  1. The Property Academy Podcast 12

    EP: 1989

    Auckland's looming housing crisis – fact or fiction⎥Ep. 1989

    Auckland's looming housing crisis – fact or fiction⎥Ep. 1989
  2. The Property Academy Podcast 12

    EP: 1988

    OCR cut again – how low will interest rates go⎥Ep. 1988

    OCR cut again – how low will interest rates go⎥Ep. 1988
  3. The Property Academy Podcast 12

    EP: 1987

    Inside NZ's Trillion Dollar Housing Ponzi Scheme⎥Ep. 1987

    Inside NZ's Trillion Dollar Housing Ponzi Scheme⎥Ep. 1987
  4. The Property Academy Podcast 12

    EP: 1986

    Can real estate agent manipulate Homes.co.nz Valuations⎥Ep. 1986

    Can real estate agent manipulate Homes.co.nz Valuations⎥Ep. 1986