If you’ve has been listening to my podcast for some time, you’d know that I believe in the importance of having a long-term strategic plan for your investments,

So while you may be looking for the next hotspot or a way to get rich quickly, let’s step back today and look at the advantages of a long-term investment approach, explore how to sidestep some common pitfalls and discuss why playing the long game could be your best move in securing financial freedom

And to do that I’m joined by Stuart Wemyss director of ProSolution Private clients, a seasoned financial advisor, author and expert in divising long-term strategies that have stood the test of time.

Takeaways

A long-term investment strategy is crucial for wealth building.
Context is essential for making informed financial decisions.
Delayed gratification is key to achieving financial goals.
Trade-offs are necessary for long-term wealth accumulation.
Tax planning should be proactive and part of the investment strategy.
Insurance needs change over time and should be reviewed regularly.
Helping future generations requires a solid financial plan.
Asset allocation is important for retirement planning.
Enjoying life while building wealth is a balanced approach.
Habits play a significant role in success.

Chapters

00:00 Introduction to Long-Term Investment Strategies

02:50 Defining a Sustainable Investment Strategy

06:04 The Importance of Having a Plan

08:18 Understanding Individual Investment Goals

10:41 The Role of Delayed Gratification

12:20 Aligning Partners Through a Shared Strategy

17:57 Executing Steps in the Right Order

20:39 Integrating Financial Planning with Investment Strategy

26:26 Planning for Future Generations

28:00 Choosing the Right Assets for Longevity

30:46 Incorporating Superannuation into Your Plan

32:56 Protecting Your Biggest Asset: Yourself

37:43 Enjoying Life Through Strategic Planning

40:02 The Importance of Strategic Planning

41:26 Wealth Retreat 2025: A Unique Opportunity

42:12 The Importance of Mindset in Wealth Building

45:01 Instilling Rich Habits in Children

45:31 Introduction to Real Estate Investment

45:32 Understanding Market Trends

Links and Resources:

Michael Yardney

Stuart Wemyss – Prosolution Private Clients

Stuart’s Book – Rules of the Lending Game & Investopoly

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Also, please subscribe to my other podcast Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future.

Shownotes plus more here: Why Plan Ahead? Top 10 Advantages of a Long-Term Investment Strategy | With Stuart Wemyss

Why Plan Ahead? Top 10 Advantages of a Long-Term Investment Strategy | With Stuart Wemyss

Property Investment, Success & Money | The Michael Yardney Podcast