• 539 | CASE STUDY: "Their Forever Home Might Change... BUT Their Plan Didn’t" – Chat with David Robertson

  • Mar 27 2025
  • Length: 1 hr and 11 mins
  • Podcast

539 | CASE STUDY: "Their Forever Home Might Change... BUT Their Plan Didn’t" – Chat with David Robertson

  • Summary

  • We're back with another powerful Case Study episode featuring return guest, David Robertson, Head of Property Wealth Planning at Empower Wealth!

    In this episode, we’re unpacking a scenario that proves you DON’T need to have all your ducks in a row to start building wealth through property.

    Tune in to learn:
    ✔️ How to plan for future expenses even if you don’t have exact dates
    ✔️ Why flexibility can be your biggest strategic advantage
    ✔️ Why just TWO investment properties are enough to reach $3,000/week in retirement
    ✔️ Which Forever Home they chose — the $2.1M or $1.1M option — and why

    Whether you’re still figuring out where you want to live or just want to see how flexible planning works — this episode is packed with practical insights to help you get clear, get confident, and get started.

    FREE STUFF MENTIONED

    • Missed the webinar? Here’s your FREE replay link! 🎥
      We recently hosted a LIVE masterclass on How to Retire on $3,000 per Week… and the response was huge! Thank you to the 480+ attendees who helped us create a great night. If you missed it — don’t stress. The replay is available here until midnight, Monday 31 March 👉 www.thepropertycouch.com.au/webinar
    • Want more comprehensive case studies? Join the waitlist for our third book!
      Our upcoming book, "How to Retire on $3K a week", has an ENTIRE CHAPTER dedicated to case studies. Join the waitlist today to get first access!

    • Over $50,000 raised — and we’re not done yet! 🎉
      Bryce is turning 50 — and this year, he’s marking the milestone by partnering with the John Fawcett Foundation to make a real difference. Together, they’re raising funds to provide life-changing surgeries that restore eyesight to those in need.

      So far, the response has been incredible — together, this amazing community has already raised over $50,000! 🙌 But we’re not stopping there.

      Want to celebrate with Bryce? Donate today and give the gift of sight >>


    LISTEN TO THE FIRST 20 EPISODES HERE >>

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    FREE MASTERCLASS:
    - How to Build a Property Portfolio and Retire on $2,000 a week >>

    FREE BEST-SELLING BOOKS:
    - The Armchair Guide to Property Investing
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