Books

Published 2024 (Major Street)

The basic premise of this book is that the best time to sell property is never – provided you buy the right property in the first place.

The Buy Right Approach to Property Investing will help you to achieve a passive income and financial freedom through investing in Australian property.

Cate and Pete’s industry knowledge of Australian property investing shines through with detailed reflections on a multitude of investor successes and mistakes.

Importantly, they outline what’s involved in buying the right property, which includes:

• doing your due diligence on areas, properties and price

• researching historical capital growth and performance

• calculating your return on investment

• adopting a cautiously optimistic outlook and long-term view

• managing your risk.

Their mission is to demystify much of the jargon in the world of real estate and enable readers not only to better understand and relate to property investment goals but to embrace their confidence and take sensible, well-informed action.

Published 2024 (Wilkinson Publishing)

Published 2020 (Wilkinson)

‘Rule #1: Don’t lose money.

Rule #2: See rule #1′.

Warren Buffett

Berkshire Hathaway

Approximate net worth: US$250billion

—

This book explains clearly and succinctly the benefits of managing your own money…and exactly how it can be done safely more profitably than you think.

These benefits are what we know as the ‘3 Cs’ of investing yourself:

Cost, choice, and control.

Thanks to the wonders of the internet it’s now quite well known that it’s possible to get average results, simply by doing what everyone else is doing.

But what if you don’t want to be an average person with average results?

What if you want to consistently generate wealth-creating rates of return without the ever-present spectre of significant loss?

To do better than average, by definition you need to think differently from the herd.

For about the past decade, it’s been relatively plain sailing for investors.

Markets recovered from the last financial crash and went into a secular bull market where real returns have been consistently strong for more than 10 years.

But the price you pay for an investment matters – as Buffett said, what is smart at one price is stupid at other.

Markets move in cycles, so you need to be aware of how to invest accordingly…and safely.

In 2019, we’re now moving into the rampant speculation phase of the cycle, and it will likely end the same way that it usually does.

Which is to say, with a downturn.

It’s a big world out there, but sometimes an irrational ‘home bias’ limits investors from seeking out stronger (& often safer) returns in international markets.

Why limit yourself?

The good news, as we always say, is:

‘It’s not that hard, honestly!’

Published 2019 (Wilkinson)

Money! We all know it’s important. We all know that having more of it can solve many of life’s challenges, though not all of them.

And we’ve all read that what you learn about money from a young age, both consciously and unconsciously, has an important bearing on how you make financial and life decisions as you transition into adulthood and beyond. Most of us would like our kids to have a better understanding of money and be more financially savvy than we were as we became young adults.

But what key lessons, attitudes, and skills are we supposed to teach them? And at what stage along the journey?

Wealth Ways for the Young is a concise yet information-packed book about what we should aim to teach our children about money and how it works.

From young children to teenagers, the book covers pocket money, first jobs, education and careers, how to harness the magic of compound interest, how to become a money maestro, housing, studying and much more.

Published 2017 (Wilkinson)

The Wealth Way provides a very simple but very effective plan to build your wealth from the ground up. The answers lie in the basic, sometimes even old-fashioned, but tremendously powerful principles explained clearly and succinctly by author Pete Wargent, without the needless financial jargon which plagues most financial literature these days.

This book will help you to build a personal wealth creation plan to invest passively in assets which can go out to earn money for you every day for the rest of your life. It’s a straightforward, efficient, and very effective plan that can be followed by anyone. This is not just about trying to retire as young as you can and spending your life at the beach. Instead by building yourself a solid financial base, you can spend some time thinking about what you really want to do with your life. Pete Wargent aims to inspire you to compound not only your wealth but your education, your quality of life, to widen your horizons and find a real meaning for your life and a means of contribution.

Published 2015 (Big Sky)

An inspirational and motivating book that shows how three ‘’golden rules’’ can be used to accelerate results and set exciting and inspiring goals – not only when investing in property or shares, but also in business and all areas of life.

Much more than just another investment book, Take a Financial Leap looks at the psychology of success and how by simply mastering three easy rules, the results readers can achieve are almost limitless.

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Published 2014 (Big Sky, Sydney)

Four Green Houses, and a Red Hotel provides new and experienced investors with a specific state by state guide to the best property investments for future wealth.

Successful investment often mirrors a game of Monopoly – winners keep their expenses low and continue to acquire prime investments over time. Financial expert and author Pete Wargent, provides simple and effective strategies for acquiring wealth through property and a holistic financial plan, which includes share investment.

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Published 2012 (Big Sky)

Pete Wargent used shares, index funds and investment property to become a millionaire at the age of 33 and quit fulltime work. This book is a detailed plan for achieving financial freedom at any age by taking control of your finances and implementing a holistic financial strategy.

The global financial crisis has seen us living through times of great volatility and uncertainty. Many people have been forced to endure periods of unemployment, housing has become almost unaffordable and it seems that the concept of a job for life is a thing of the past. It is more important than ever that we create a sustainable lifestyle and have a financial plan that is not totally reliant on a job and a salary.

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