Case Studies

Over the years, we have seen many clients suffer after making bad purchase decisions, for example:

Client A bought an old property and had to pay higher than expected maintenance costs, leading to negative cash flow.
Client B bought a property that was difficult to rent out at market rate - decreasing the rent meant they were out of pocket a substantial amount to cover the mortgage, and when considering selling they had to reduce the asking price to generate buyer interest.

If they had a proper plan and adequate real estate knowledge to help them make a better purchase decision, they would have been in a much better place now.

We are glad that by helping these clients review and optimise their property portfolio, they were able to get back on track and have more confidence in choosing the right property and growing their portfolio.

Case Study 1- Single

Edward is a high-income pharmacist who originally planned to purchase an apartment in a high-density building as his first home.

After consulting with us in 2019, he learned what to consider in choosing a good property and realised the potential in building an investment portfolio for long-term growth. He changed his mindset and purchased his first investment in Ellen Grove for $520,000, which has grown in value to $670,000 in 2023.

Case Study 2 - Family

Rita & Tim lived in a small 3 bedroom townhouse with their 3 children and wanted to buy a bigger house to move in. They only had a small deposit and planned to sell their townhouse to afford another purchase.

They came to seek our advice in 2017.

Our recommendation was rentvesting and using their assets to generate more wealth. They decided to rent a bigger house to live in and rent out their townhouse to receive rental income. They then refinanced their townhouse and withdrew the equity to purchase an investment in Thornlands for $580,000, which has grown in value to $850,000 in 2023.

Case Study 3 - No deposit

Helen and Simon are a high-income couple with two children. When they saw us in 2017, they already owned an investment property in Brisbane northside, which was an old house and required high maintenance cost. At the time, they lived in their own home in Brisbane southside and were looking to move into an ideal school catchment for their children’s education. They also hoped to improve their property portfolio. However, they didn’t have any savings for a deposit and felt stressed.

Our recommendation met their school catchment needs and helped them optimise their investment portfolio, turning negative cash flow into positive cash flow.