Let’s face it… As a property investor, choosing the right financial planner can be tough for so many reasons. 

While it’s important to know when to actually get one, it's equally important to do thorough research and due diligence when choosing a financial advisor.

When is the right time to have a financial planner in your team?

Tim Lee, the co-founder of Abundant Advisory joins us today to unpack the key to finding the right financial planner as a property investor. Tune in and learn about the common mistakes people make with property investing from a financial planning perspective.

If you’ve enjoyed this episode, don’t forget to like, share, rate, and subscribe for more. 

See you on the next one! 

Episode Highlights:
Welcome to InvestorKit Podcast [00:00]
About our guest - Tim Lee [2:36]
The difference between working within a team of professionals vs. working with a pool of different professionals [4:37]
When is the right time to have a financial planner in your team? [7:40]
The most common mistakes people make with property investing [12:42]
The different types of passive income [14:36]
What to do if you don’t have an emergency fund [18:49]
The property investors’ fear of financial planners [21:10]

About our Guest:

Timothy Lee is the co-founder of Abundant Advisory - a boutique financial planning business designed solely for the purpose of helping clients achieve their financial and lifestyle aspirations. Over the last decade plus, Tim has worked in different financial planning organisations in Brisbane and Sydney, from large institutional to smaller boutique practices, looking after engaged young wealth accumulators and seasoned retirement planning clients. With Abundant, Tim wants to fulfil his passion of helping his clients realise that the best is yet to come, and that the abundant life is available to all.

Connect with InvestorKit:
Website: https://www.investorkit.com.au/
Send in your questions to: arjun@investorkit.com.au
Follow us on Facebook: https://www.facebook.com/InvestorKit/
Follow us on Instagram:  https://www.instagram.com/investorkit.com.au/?hl=en
Subscribe to our Youtube Channel: https://www.youtube.com/@investorkit3615
Connect with us on LinkedIn: https://www.linkedin.com/company/investorkit/

Connect with Timothy Lee:
Website: https://www.abundantadvisory.com.au/

Let’s face it… As a property investor, choosing the right financial planner can be tough for so many reasons. 
While it’s important to know when to actually get one, it's equally important to do thorough research and due diligence when choosing a financial advisor.
When is the right time to have a financial planner in your team?
Tim Lee, the co-founder of Abundant Advisory joins us today to unpack the key to finding the right financial planner as a property investor. Tune in and learn about the common mistakes people make with property investing from a financial planning perspective.
If you’ve enjoyed this episode, don’t forget to like, share, rate, and subscribe for more. 
See you on the next one! 
Episode Highlights:
<ul>
<li aria-level="1">Welcome to InvestorKit Podcast [00:00]</li>
<li aria-level="1">About our guest - Tim Lee [2:36]</li>
<li aria-level="1">The difference between working within a team of professionals vs. working with a pool of different professionals [4:37]</li>
<li aria-level="1">When is the right time to have a financial planner in your team? [7:40]</li>
<li aria-level="1">The most common mistakes people make with property investing [12:42]</li>
<li aria-level="1">The different types of passive income [14:36]</li>
<li aria-level="1">What to do if you don’t have an emergency fund [18:49]</li>
<li aria-level="1">The property investors’ fear of financial planners [21:10]</li>
</ul>
About our Guest:
Timothy Lee is the co-founder of Abundant Advisory - a boutique financial planning business designed solely for the purpose of helping clients achieve their financial and lifestyle aspirations. Over the last decade plus, Tim has worked in different financial planning organisations in Brisbane and Sydney, from large institutional to smaller boutique practices, looking after engaged young wealth accumulators and seasoned retirement planning clients. With Abundant, Tim wants to fulfil his passion of helping his clients realise that the best is yet to come, and that the abundant life is available to all.
Connect with InvestorKit:
<ul>
<li aria-level="1">Website: <a href="https://www.investorkit.com.au/">https://www.investorkit.com.au/</a></li>
<li aria-level="1">Send in your questions to: <a href="mailto:arjun@investorkit.com.au">arjun@investorkit.com.au</a> </li>
<li aria-level="1">Follow us on Facebook: <a href="https://www.facebook.com/InvestorKit/">https://www.facebook.com/InvestorKit/</a></li>
<li aria-level="1">Follow us on Instagram:  <a href="https://www.instagram.com/investorkit.com.au/?hl=en">https://www.instagram.com/investorkit.com.au/?hl=en</a></li>
<li aria-level="1">Subscribe to our Youtube Channel: <a href="https://www.youtube.com/@investorkit3615">https://www.youtube.com/@investorkit3615</a></li>
<li aria-level="1">Connect with us on LinkedIn: <a href="https://www.linkedin.com/company/investorkit/">https://www.linkedin.com/company/investorkit/</a></li>
</ul>
Connect with Timothy Lee:
<ul>
<li aria-level="1">Website: <a href="https://www.abundantadvisory.com.au/">https://www.abundantadvisory.com.au/</a></li>
</ul>

My name is Arjun Paliwal and I’m the founder of InvestorKit. We help people like you find and secure positive cashflow properties with enormous capital growth potential and secure them at the best prices. Plus, as multi-state licensed buyer’s agents we can give you access to properties across Australia, eliminating location bias…and at times ‘off-market’, before the public even knows they’re for sale.

My name is Arjun Paliwal and I’m the founder of InvestorKit. We help people like you find and secure positive cashflow properties with enormous capital growth potential and secure them at the best prices. Plus, as multi-state licensed buyer’s agents we can give you access to properties across Australia, eliminating location bias…and at times ‘off-market’, before the public even knows they’re for sale.

Advertisement