#63 Financial planners got it all wrong

In this episode of Inside Commercial Property, we welcome Patrick Casey, managing director of the newly launched financial planning business, Rethink Wealth, for an in-depth discussion about the future of strategic financial advice and why it’s time property played a leading role. With a career spanning traditional financial planning and a track record as a commercial investor, Patrick joins Scott and Phil to discuss how Australia’s financial advice landscape has failed to evolve alongside the country’s property market. Together, they explore why most financial planners still overlook real estate in favour of stocks and insurance, and why that’s no longer good enough for today’s investors. Key topics covered in this episode: - How the advice model is broken, and what a truly tailored wealth plan looks like. - Why unregulated property advice and influencer culture are putting Australians at risk. - The truth about “getting rich slow” and how to build long-term wealth with confidence. - How Rethink Group’s ecosystem empowers clients from their first investment to full financial independence. - Why younger investors are arriving with unrealistic expectations and what they actually need. Whether you’re a seasoned property investor hitting a fork in the road, or a high-income earner seeking clarity on your next move, this episode is a must-listen. With sharp insights, practical examples, and a refreshing take on holistic wealth planning, Patrick and Scott highlight how the right advice, grounded in property strategy, can change everything.

You can listen to #63 Financial planners got it all wrong online on Radio and Podcast. Open the player on this page to stream the available audio.

#63 Financial planners got it all wrong is an episode from Inside Commercial Property by Inside Commercial Property.

This episode is 01:11:02 long.

This episode was published on Jul 31, 2025.

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