Investor Kit Podcast: Finding Right Financial Planner

The Key To Finding The Right Financial Planner As A Property Investor

Listen to it on

Crescent moon icon
Geometric pattern of squares and circles
Circular icon with a checkmark.

Let’s face it… As a property investor, choosing the right financial planner can be tough for so many reasons. 

While it’s important to know when to actually get one, it’s equally important to do thorough research and due diligence when choosing a financial advisor.

When is the right time to have a financial planner in your team?

Timothy Lee, the co-founder of Abundant Advisory joins us today to unpack the key to finding the right financial planner as a property investor. Tune in and learn about the common mistakes people make with property investing from a financial planning perspective.

If you’ve enjoyed this episode, don’t forget to like, share, rate, and subscribe for more. 

See you on the next one!

Keep Reading

Explore other Podcasts

How an Electrician Built a Multi-Million Dollar Property Portfolio After the Bank Said "No"

How Commercial Property Due Diligence Saved an Investor $130,000 on One Deal

How One Property Mistake Led to a $4.2 Million Portfolio

How an Electrician Built a Multi-Million Dollar Property Portfolio After the Bank Said "No"

How Commercial Property Due Diligence Saved an Investor $130,000 on One Deal

How One Property Mistake Led to a $4.2 Million Portfolio

How an Electrician Built a Multi-Million Dollar Property Portfolio After the Bank Said "No"

How One Property Mistake Led to a $4.2 Million Portfolio

How Commercial Property Due Diligence Saved an Investor $130,000 on One Deal

© 2026 InvestorKit Pty Ltd. All rights reserved. It is illegal to reproduce or distribute copyrighted material without the permission of the copyright owner.

This website, and any content provided by is general information, not investment advice. InvestorKit and affiliates are not liable for actions taken based on this content.Always seek advice from relevant professionals such as legal, financial, and accounting experts. Past performance doesn’t guarantee future results.

© 2026 InvestorKit Pty Ltd. All rights reserved. It is illegal to reproduce or distribute copyrighted material without the
permission of the copyright owner.

This website, and any content provided by is general information, not investment advice. InvestorKit and affiliates are not liable for actions
taken based on this content.Always seek advice from relevant professionals such as legal, financial, and accounting experts. Past
performance doesn’t guarantee future results.

© 2026 InvestorKit Pty Ltd. All rights reserved. It is illegal to reproduce or distribute copyrighted material without the permission of the copyright owner.

This website, and any content provided by is general information, not investment advice. InvestorKit and affiliates are not liable for actions taken based on this content.Always seek advice from relevant professionals such as legal, financial, and accounting experts. Past performance doesn’t guarantee future results.