Sometimes the best way to understand successful property investing is to follow a real investor journey from start to finish. In this episode of Property Investing Roadmap, host Damian Collins is joined by Momentum Wealth experts Caylum Merrick, Luke Jones and Brad Dunn to unpack the strategy behind a client who built a diversified property portfolio while working overseas and planning for retirement.

Starting with a clear 10-year goal, the clients worked with multiple Momentum Wealth teams to develop a strategy, secure finance, acquire investment properties, manage assets and diversify into commercial property funds. Along the way, they navigated lending challenges, tax considerations, relocation planning and portfolio diversification.

This episode explores how having the right strategy and expert team can help investors move from simply owning property to building a portfolio designed for long-term wealth creation and passive income.

What you'll learn:

• Why a clear long-term investment plan is critical to achieving financial goals
• How investor risk profiles influence property selection and portfolio structure
• The importance of balancing capital growth opportunities with cash flow considerations
• Why finance strategy can be just as important as property selection
• The value of off-market property purchases and how they can reduce competition
• How residential and commercial property can work together within a diversified portfolio
• The role commercial property funds can play in generating passive income for retirement
• Why collaboration between strategy, finance, buying and asset management professionals can improve investment outcomes

FREE RESOURCE

Want help building a diversified property portfolio aligned to your goals?
Discover how Momentum Wealth helps investors design, acquire and manage property portfolios with long-term performance in mind.
Investor Pack – Momentum Wealth

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T&Cs

The information shared on Property Investing Roadmap is general in nature and does not take into account your individual circumstances. It is provided for educational purposes only and should not be relied upon for investment or financial decisions. Always seek professional advice before deciding whether to invest.

Technology is transforming almost every aspect of the property industry, from how investors analyse opportunities to how assets are managed and maintained. In this episode of Property Investing Roadmap, host Damian Collins is joined by Denis Leane, CFO at Cygnet West, to explore the growing role of proptech and artificial intelligence in real estate.

Prompted by a listener question about whether AI is genuinely changing the industry or simply the latest trend, Damian and Denis discuss how technology has enabled property investment to evolve over the past decade and where it’s likely headed next. They unpack the benefits of better data, automation and smarter systems, while highlighting why human expertise, local knowledge and professional judgment remain essential.

What you’ll learn:

• How proptech has transformed property management, sales and investment analysis
• Why access to real-time data is improving decision-making across the property sector
• Why human judgment remains critical when valuing and investing in property
• Why quality data is the foundation of effective AI and automation tools
• How AI is likely to enhance property professionals rather than replace them
• The opportunities and challenges investors should consider as technology continues to evolve

FREE RESOURCE

Looking to build a property portfolio backed by research, data and experienced advice?

Discover how Momentum Wealth helps investors design, acquire and manage property portfolios with long-term performance in mind.

FREE RESOURCE

Want help building a diversified property portfolio aligned to your goals?
Discover how Momentum Wealth helps investors design, acquire and manage property portfolios with long-term performance in mind.
Investor Pack – Momentum Wealth

Follow us:

Keep up to date with the latest news at Momentum Wealth:

Instagram: https://www.instagram.com/momentumwealth/

Facebook: https://www.facebook.com/momentumwealth/

LinkedIn: https://linkedin.com/company/momentum-wealth

T&Cs

The information shared on Property Investing Roadmap is general in nature and does not take into account your individual circumstances. It is provided for educational purposes only and should not be relied upon for investment or financial decisions. Always seek professional advice before deciding whether to invest.

This episode’s guest is a representative of Cygnet West. Any opinions expressed are those of the individuals involved and are provided for educational purposes only.

Sometimes the most valuable insights come from answering the questions investors are already asking. In this episode of Property Investing Roadmap, host Damian Collins is joined by a Momentum Wealth Property Advisory Manager: Robin Ram to tackle a rapid-fire round of questions submitted by clients and listeners.

From interest rates and market selection through to investment strategies, costs and portfolio structure, this episode unpacks the practical realities of building a property portfolio in today’s environment.

They also break down the true costs of owning an investment property, the trade-offs between yield and growth, and how investors can avoid common mistakes when structuring their portfolio.

What you’ll learn:

• Why market fundamentals and supply-demand dynamics matter more than short-term fluctuations
• How to approach investing across different cities and the role of diversification
• The key differences between buy and hold, renovation, development and flip strategies
• The upfront and ongoing costs of owning an investment property
• How to think about rental yield and the relationship between yield and risk
• Why high-yield opportunities may come with higher volatility
• The difference between buying fewer high-quality assets versus multiple lower-priced ones
• How to identify whether a property advisor or buyer’s agent is truly working in your best interest

FREE RESOURCE

Want help building a diversified property portfolio aligned to your goals?
Discover how Momentum Wealth helps investors design, acquire and manage property portfolios with long-term performance in mind.
Investor Pack – Momentum Wealth

Follow us:
Keep up to date with the latest news at Momentum Wealth:

Instagram: https://www.instagram.com/momentumwealth/

Facebook: https://www.facebook.com/momentumwealth/

LinkedIn: https://linkedin.com/company/momentum-wealth

T&Cs

The information shared on Property Investing Roadmap is general in nature and does not take into account your individual circumstances. It is provided for educational purposes only and should not be relied upon for investment or financial decisions. Always seek professional advice before deciding whether to invest.
This episode’s guests are representatives of Momentum Wealth Property Advisory Pty Ltd, Licensed Real Estate and Business Agent A82976.