In this inspiring episode of The Money Room, I sit down with Caressa, a dedicated registered nurse with an incredible story of resilience and success. With over 16 years of experience in healthcare, Caressa shares her journey through personal trials, including a challenging separation, and how she transformed her financial future through property investment.

Episode Highlights:

00:00:00 - Episode trailer

00:02:46 - Career as a Registered Nurse

00:04:52 - Nurses and Financial Planning

00:06:40 - Typical Day of a Nurse

00:07:55 - Nurse Salaries and Work-Life Balance

00:11:42 - Property Investment Journey Begins

00:13:12 - Overcoming Separation and Financial Challenges

00:16:20 - Property Portfolio Details and Growth

00:19:45 - Recent Property Acquisition in South Australia

00:22:49 - Advice for Nurses on Investing

00:25:32 - Rapid Fire Questions

About my guest:

Caressa Uy is an Emergency Registered Nurse with a passion for helping others and a love for life’s adventures. A dedicated dog mama to her two pups, Leila and Daisy, Caressa balances her demanding career with moments of joy spent traveling and exploring new places. She’s driven by a commitment to personal growth, acknowledging that she’s a “work in progress” on her journey to becoming the best version of herself.

Find out more about Caressa

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

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In this episode, I am joined by Fernando Prieto, principal of Solid Partners and Advisors. Fernando shares how he turned a $5,000 investment into a $320,000 profit through property and built an $8.5 million portfolio. We discuss financial decision-making, common mistakes for self-employed individuals, and navigating property development. Fernando also reflects on balancing wealth with giving back, health, and family.

Episode Highlights:

00:00:00 - Episode trailer

00:00:55 - Introduction of Fernando and his background

00:03:10 - Career journey and starting Solid Partners

00:07:54 - $8.5M property investment journey

00:09:31 - First challenge clients encounter in property investment

00:10:40 - Lessons learned from a first time client

00:11:49 - Why people hesitate in property investment

00:15:21 - How a $5k kickstarted Fernando’s real estate journey

00:21:16 - Common financial mistakes self-employed people make

00:24:28 - Financial advice for young investors

00:29:31 - Final thoughts on negative-gearing

00:34:23 - Top 5 Rapid fire questions

About my guest:

Fernando Prieto is the Director and Principal of Solid Partners Accountants and Advisors Pty Ltd. His role is to act as a gateway between his clients and them receiving excellence in accounting and taxations services. With over a decade worth of experience at mid-tier and boutique accountancy firms, Fernando has developed a strong comprehension in complex tax matters. Assisting clients navigate the ever increasing complexities of the Australian taxation system, ensuring compliance and implementing tax effective strategies.

Find out more about Fernando

Website: https://solidpartners.com.au/

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

Watch full video and subscribe to my YouTube channel

https://www.youtube.com/@LuckyVelasquez_

Follow me on Instagram

https://www.instagram.com/luckyvelasquez_/

Follow me on TikTok

https://www.tiktok.com/@luckyvelasquez_

Don’t forget to rate and review the podcast!

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Apple Podcast: https://bit.ly/3YmxonR

In this episode, I am joined by Jaka Indra, a seasoned professional in the finance and property industry. We discuss the common challenges clients face when navigating the property market. Jaka highlights how many buyers struggle with the emotional pressure of making major financial decisions, often leading to indecision. If you're feeling overwhelmed by the property market, this episode offers valuable insights into how professional assistance can relieve that burden and lead to success.

Episode Highlights:

00:00:00 - Episode trailer

00:00:52 - Introduction of Jaka and his background

00:05:04 - Transition from working at banks to becoming a broker

00:06:11 - The importance of providing unbiased client support in property investing

00:07:54 - Common challenges clients face when buying property.

00:09:26 - The Role of Buyers' Agents

00:12:35 - Current state of the property market and the role of finance in property investment

00:18:11 - Insights on market trends and the potential for future property booms.

00:22:16 - The growing trend of using SMSFs for property investment

00:26:02 - Jaka’s personal property experiences

00:29:04 - Common misconceptions clients have about using buyers' agents

00:32:18 - The importance of understanding risk in property investment

00:33:37 - Rapid-fire questions

About my guest:

Jaka Indra is the GM Partner at Property Avenue. He is a strategic leader with a passion for working alongside people to create and implement strategies that drive exceptional results and bring them closer to their goals. With extensive experience in business development and sales, Jaka's career with blue-chip organizations has honed his leadership skills and deep understanding of service delivery, from frontline operations to senior management.

Find out more about Jaka

LinkedIn: https://www.linkedin.com/in/jakaindraputra/

Facebook: https://www.facebook.com/profile.php?id=607564781

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

Watch full video and subscribe to my YouTube channel

https://www.youtube.com/@LuckyVelasquez_

Follow me on Instagram

https://www.instagram.com/luckyvelasquez_/

Don’t forget to rate and review the podcast!

Spotify: https://bit.ly/4e6x3vc

Apple Podcast: https://bit.ly/3YmxonR