If you’re a first-time property investor, your next best move might be getting clarity on the bigger plan first.

Ricky Jewell explains how property fits into long-term wealth strategy, why structure and tax matter over time, and how risk planning protects the progress you’re trying to make.

Key takeaways:

• Setting goals that guide every investment decision

• Why structure and tax shape long-term outcomes

• Superannuation considerations as a wealth vehicle

• The importance of tailored advice over “mate’s rates” decisions

• Risk planning: key insurance types and why they matter

• Reviewing strategy as life changes

Guest: Ricky Jewell - Partner and Specialist Financial Planner, Index Wealth.