Client Case Study: Optimising Your Assets

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In this episode, I discuss the journey I went on with my clients Tony and Maria and directing them towards the path of financial freedom. While they had amassed a diverse property portfolio, it was actually causing them more financial strain. I worked with them closely to align their investments with their ultimate goal.

00:00:00 – Welcome to the Show
00:00:28 – Background on Tony & Maria
00:02:18 – Problems with their property portfolio
00:04:25 – Directing them on path to financial freedom
00:09:34 – Benefits of investing in the US
00:11:23 – How I met Tony
00:13:24 – Wrapping up

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