How to develop your own financial plan

Failing to have an investment plan is the biggest cause of property investor mistakes such as buying the wrong property, not managing risk, wrong ownership structures, under-performing property and the list goes on. Until now, property investment books and courses haven't addressed key financial planning issues such as working out how many properties you need to buy, correct risk management, retirement strategies, estate planning and so on.

The Property Puzzle is an easy to understand "how to" guide, which teaches readers how to develop their own property-based financial plan. Complementary to all other property books, it addresses topics such as defining goals, choosing a property strategy, developing financial forecasts, managing risks, developing a retirement strategy and much more. Throughout the book, we follow the journey of new property investors, David and Susan, and discuss how they tackled certain issues when developing their own financial plan. We also interview Australia's leading property experts to help you through the planning stage.

The Property Puzzle is compulsory reading for all property investors. It will show you how to avoid the myriad of mistakes that many investors make. Once you have developed a financial plan, you will feel empowered, knowing you are one step closer to achieving financial security.


“Stuart has done a fantastic job of filling in the gaps for anyone looking at investing in property. Detailed explanations of different investments strategies and case studies provide the reader with a rare insight into the maze of property investing – that's why The Property Puzzle is a must read for those starting out and those uncertain of what property strategy to follow.”

— Tony Melvin, four time best-selling finance author


About the author

Stuart Wemyss is the founder of Melbourne based financial planning and mortgage broking firm, ProSolution Private Clients. Stuart is a Chartered Accountant, mortgage broker and financial planner – a deadly combination! Stuart is regularly called upon to provide expert commentary on all things property and financial in the media.

Stuart, an avid property investor himself, is married with twin sons. In his spare time, Stuart enjoys collecting (or more correctly consuming) red wine and passionately supporting the Cats (AFL football team).

For more information, visit www.stuartwemyss.com.

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