Q&A: Inheritance windfalls, home upgrades, and capital efficiency

Pre-order Wealth by Design Here This episode brings together four listener scenarios united by a common theme: significant financial capacity, but genuine uncertainty about which move to make next and in what order. The first comes from a Sydney couple earning $540k who feel house-poor despite their income carrying a $1.9m mortgage on a home bought partly for its duplex potential, with a medium landslide risk and an $800k–$1m overseas inheritance on the way. The questions span inheritance all...