Don't Wait Until It's Too Late: Strategic Retirement Planning for Property Investors

Many property investors focus on building wealth but miss the bigger picture—how to turn assets into sustainable income for retirement.

Today, I’m joined by Stuart Wemyss from Pro Solution Private Clients, an expert in financial planning, to break down the strategies you need to secure your future.

We’ll tackle common investor mistakes, how to shift the focus at retirement from assets to cash flow, and how to balance property with super for a tax-smart retirement. This episode is for you if you want to avoid financial stress and maximise your investments now or set yourself up for later.

Whether retirement is years away or just around the corner, these insights will help you make smarter moves now. Let’s go inside.

 

 

 

Episode Highlights:

1. Intro [00:00]
2. Integrating Property Investment with Retirement Strategy [01:03]
3. Asset Class Agnostic Advisor and Property Investment Challenges [01:59]
4. Cash Flow and Debt Management in Retirement [04:41]
5. Balancing Property and Superannuation [10:37]
6. Business and Succession Planning [13:44]
7. Lifestyle Considerations in Retirement [15:54]
8. Property Strategy and Cash Flow Optimization [19:36]
9. Superannuation and Tax Planning [22:03]
10. Family Home and Lifestyle Changes [26:16]

 

Thank you for tuning in! If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast.

 

 

 

Resource Links:

• Visit their Website: https://prosolution.com.au/
• Get your Strategic Portfolio Plan and our help with Buying Your Next Perth Property  (https://www.investorsedge.com.au/invest-in-perth-property/)
• Join the Perth Property Investment Facebook Group (https://www.facebook.com/groups/perthpropertyinvestors)
• Join Jarrad Mahon’s Property Investor Update (https://www.investorsedge.com.au/join)
• For more info on our award-winning and highly rated Property Management services that give you guaranteed peace of mind (https://www.investorsedge.com.au/perth-property-management-specialists/)
• For more info on how our Property Sales services can ensure you get the best selling price while handling all the stress for you (https://www.investorsedge.com.au/selling-your-perth-property/)

 

 

 

About the Guest:

Stuart Wemyss is a highly regarded financial expert, property investor, and author based in Australia. The founder of ProSolution Private Clients, an award-winning firm established in 2002 that specializes in financial planning, mortgage broking, and wealth creation. With over 17 years of experience in financial services, Stuart is a qualified chartered accountant and holds a Bachelor of Commerce along with multiple postgraduate finance qualifications. He has authored two books on property investment and frequently shares his expertise through contributions to television, radio, and pr