Case Study: The road to early retirement

Investopoly

In this case study episode, Stuart explores the remarkable journey of a couple on the road to early retirement. When they began working together in 2015, the couple had a net worth of $420k. Fast forward to today, their net worth has soared to $2.5m, driven by strategic property decisions and smart investment moves. They purchased their first investment-grade apartment in 2016 for $488k, followed by a house in Brisbane in 2019 for $885k, which is now worth $1.4m. They also upgraded their home in 2022 and have accumulated $220k in shares through diverse ETFs.
The couple's family income has seen a substantial increase from $270k in 2017 to $570k today. With this growing income, they have balanced improving their lifestyle and making prudent long-term investments. Stuart highlights their unique approach of being very hands-on with tracking their wealth and cash flow while also diligently following professional advice.
The next phase of their strategy involves investing in shares to build what Stuart calls a "third super fund," aiming to retire within the next decade. This episode offers valuable insights into achieving financial independence through disciplined planning and investment.

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