This Advice Cost Our Client Over $1 Million
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Website: https://www.crownpropertyfinance.com.au/
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Website: https://tenexwealth.com.au/
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Website: https://yourwealthplaybook.com.au/
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Bad advice can cost you more than money, it can cost you your future. In this episode of Your Wealth Playbook, Kerrod and Jared open up about two of the worst client situations they’ve ever seen. From loans structured the wrong way to a business owner who looked unstoppable until everything unraveled, these stories are a brutal reminder of how quickly wealth can vanish when the foundations aren’t right.
If you’ve ever wondered what the real risks of poor planning are, or how to avoid making the same mistakes, this is an episode that you cannot afford to skip.
------ Contents of this video ---------------------------------------
00:00: Intro
00:17: Jared’s Biggest Client Horror Story
03:55: Kerrod’s Biggest Client Horror Story
08:07: Outro
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Creators and Guests
Host
Jared Dorans
Meet Jared, Managing Director and Principal of Crown Property Finance, and co-host of Your Wealth Playbook. From his lending start in 2009, he became a top 5 lender at a Big 4 bank, later mastering complex and commercial lending with national awards. With 13 years of experience and 40+ lenders, Jared offers fast, client-focused solutions. Off-duty, he volunteers with Talk2mebro, enjoys sports, family, and a good coffee or beer.
Host
Kerrod Holland
Meet Kerrod, your Newcastle-based financial advisor at Tenex Wealth and co-host of Your Wealth Playbook. Originally from Singleton, he’s passionate about helping business owners, pre-retirees, retirees, and high-income earners secure their financial future through tailored tax strategies and retirement planning. Outside of turning hard-earned money into lasting wealth, Kerrod finds balance in sports, fatherhood, and cherishing family moments.
