Wednesday Mar 15, 2023
#6 Property Investment Journey - A discussion with Mortgage Broker, a Financial advisor and Property Investment Advisor
Help My Wealth and the Money Rules OR Money Rules Podcast is all about “Empowering your Financial Journey” and on this episode, have three experienced professionals in one room to discuss the investment journey, primarily around real estate. Dave Lennox, Hamish Ferguson, and Stephen Logan discuss loan serviceability in the current climate, property cycles and where we are at, understanding risk profiling and your investment appetite and much more.
Dave Lennox: Dave Lennox co-founded Vision Property and Finance over 20 years ago; he is a Charted Accountant and a Mortgage Broker. Through Vision Property and Finance, David and his team have helped many thousands of Australians build a property portfolio. He now spends much of his time mentoring new entrants in the broking industry. David's philosophy of constant improvement has helped Vision Property and Finance become the dynamic trustworthy business it remains today.
Hamish Ferguson: Hamish has been in Financial Services since 2001, initially as a Mortgage Broker, then dual-qualified as a Financial Adviser in 2007. As an advocate for ‘’loving the client’’, he receives great satisfaction in assisting clients to get ahead financially and helping them become more comfortable in their decision-making. He believes that everyone should have someone they trust for solid financial advice.
Stephen Logan: Stephen is an Accredited Property Investment Advisor with The Property Investment Association of Australia (PIAA). He has been a Licensed Real Estate Agent: Class 1 (Sales, Buyers Agent and Business Broker) and since 2015, he has specialised in residential investment through the Logan Property Group. Stephen has been a mentor and coach for over ten years and is passionate about journeying with people and helping them create a better future for themselves and their families. Hamish and Stephen are Help My Wealth’s founding members.
This material has been prepared for general information purposes only and not as specific advice to any particular person.
Reach out to us at: https://helpmywealth.com.au/contact/
Host: Stephen Logan from Logan Property Group : https://www.loganpropertygroup.com.auGuest: Hamish Ferguson from Vision Property and Finance: https://visionpf.com.au Contact Help My Wealth to reach out to this episode's guest speaker or if you have any questions for us: https://helpmywealth.com.au/contact/
Watch the podcast video: https://youtu.be/7d-Y7-bzk9k
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