Case Study: What to do with employee shares

In this case study episode, Stuart delves into the financial journey of a client he began working with in 2012. Back then, the client had $800k in net investment assets, including shares primarily in Rio Tinto, superannuation, and a property in Hawthorn East. Today, that figure has grown to almost $2.8 million. Despite challenges, such as underperforming investment properties and a shift to consulting work post-2017, strategic decisions have led to significant growth. A key move was graduall...