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Podcast: Australian Investors Podcast
Episode: Case study: how the ultra wealthy invest, exiting a $5m business, unlisted versus listed funds & more, ft. Renee Condylis
Description: Renee Condylis is a senior financial adviser at Perpetual, working with high-net-worth families, individuals and clients.In this Australian Investors Podcast episode with Owen Rask, Renee is given a case study of a couple, Lois and Clark, who want to retire comfortable while also exiting their business.You'll find the full case below.GET IN TOUCH WITH RENEE ON LINKEDIN** CASE STUDY **Lois (59) and Clark (62) Kent live in Parramatta, NSW. They have a $550,000 mortgage and 2 kids (17 and 24).Lois a journalist earning $110,000Â + Super and Clark runs a private s...