Everything You Need to Know About Investment Companies
Investment companies are one of the most powerful yet overlooked tools to build wealth. In this episode of Your Wealth Playbook, we discuss what an investment company actually is, who it’s really for, and the benefits it can deliver. If you’ve ever wondered whether you should set one up or how it could fit into your financial strategy, this episode provides you with everything you need to know about investment companies.
------ Contents of this video ---------------------------------------
00:00: Intro
00:38: What Is An Investment Company
00:58: Why Would You Need One?
01:57: Financing
03:03: Tax Planning
04:10: A Completed Project Or a Project Underway
06:22: What Is a Franking Credit?
07:38: Why Having the Right Structures Is So Important
08:45: How Does An SPV Create Generational Wealth?
10:16: Benefits vs Cost
12:45: Outro
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Book your FREE call with Jared 👉 https://calendly.com/crownpropertyfinance/application?month=2025-08
Website: https://www.crownpropertyfinance.com.au/
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Website: https://tenexwealth.com.au/
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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.
