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Client Success

Client Success

  • Current Situation: Single, $75k income, 26 years old, 2 investment properties, access equity, min cash, client looking to diversify.
  • Proposed Investment Strategy: Land & construction new build, house for max growth, less than $5k stamp duty. Minimum of maintenance.

RESULTS:

Results: 4 bed, 2 bath < 30kms from Bris CBD. $406k per property, $430 pw rent, 5.5% yield & dep. Positively geared, client only used $10k.
  • Current Situation: Single $110k income, $60k cash savings, 3 properties, regional, wants Melb, < $400k, client conservative.
  • Proposed Investment Strategy: Land & Construction new build, house for max growth, less than $5k stamp duty, minimum maintenance.

RESULTS:

Result: 4 bed, 2bath 30 kms from Melb CBD, $360k p.p, $380 pw rent, 5.48% yield and dep. Postively geared, client very confident.
  • Current Situation: Couple, no kids, 1 under performing apartment, own home, equity, $160k income combined and wants positive cashflow from rent.
  • Proposed Investment Strategy: Prime growth market, Gold coast, Dual Income – high yield & high growth. Land & construction to create equity.

RESULTS:

Result: $700k per property, rent $850 p.w, forecast (6.3%) depr. $174pw positive cashflow before tax. Market value $750k. Own home safe with better interest rate.
  • Current Situation: First time investors, 2 kids, own home safe, self-employed, limited cash flow/borrowings.
  • Proposed Investment Strategy: 4 bed, 2 bath, DLUG – New build, 25kms from Melbourne CBD, under $430k, #1 growth suburb under $500k

RESULTS:

Result: Cashflow positive, $31pw, own home safe, successful acquisition, client ready to invest again!
  • Current Situation: Young family, first time investor, nervous, own home safe, worried about vacancy rates, worried about cashflow, $100k equity, single income.
  • Proposed Investment Strategy: : Melbourne purchase – best/prestige growth corridor, comparable land - $40K more, waterside properties - $1mil, $460k purchase – rent $460 pw.

RESULTS:

Result: Borrowed 107% of property. $5k buffer for peace of mind, after tax cashflow @ 4.5% interest rate. $31 per week, own home safe.
  • Current Situation: Working in mines – FIFO, Family, Single Income and Existing Properties. Searching for elite strategy also wanting to invest super through SMSF, has limited cash & equity.
  • Proposed Investment Strategy: 1) Elite JV property development 2) Elite JV – SMSF

RESULTS:

Result: Anticipated Profit - $800k, Anticipated Profit - $100k, outside the box strategy found.
  • Current Situation: Family, self-employed, part time PAYG, 2 kids, own home with $250K useable equity, min super, first time investors with the goal of retiring in 15 – 20 yrs
  • Proposed Investment Strategy: Melb Purchase - $427k/$400 p.w. 25 kms from the CBD – 4,2,2 #1 suburb under $550K, 17% capital growth in the past 5 years P.A

RESULTS:

Own home safely, financial goals now achievable, successful purchase, confidence to repeat
  • Current Situation: Self Employed, first-time investor, single income, $70,000 cash savings, $100,000 income (financials can be tricky)
  • Proposed Investment Strategies: Melbourne's best growth corridor, $417,000 purchase price $420 rent per week (up to $450 p/w, yield of 5.17%) No maintenance, stamp duty only $6,700 5000 people moved in/bought in the area

RESULTS:

  • SUCCESSFUL PURCHASE - $87 positive per week after tax
  • Current Situation: Strong income, strong equity position, group of 4 investors strong super balance wanting to buy through super, diversify into Melbourne Future purchases through trust positive
  • Proposed Investment: 2 x 4,2,2’s Duplex in Melbourne (5.5 – 6% yield) neutral - positive cashflow, single part contract for SMSF, next purchase - Duplex in Sth East Qld.

RESULTS:

Successful purchase through SMSF, great cashflow for retirement, option to subdivide in the future.
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