Case studies

How we’ve helped people achieve their dreams

There are a myriad of investor types in todays’ market. From first home buyers, those new to the workforce looking to make their first foray into the market, the self employed and expatriates all the way through to empty nesters and those nearing retirement.One size does definitely not fit all and its vital to have a detailed, tailored approach to your investment property portfolio.

To assist you, we have created a series of investor scenarios based on real world examples to help you identify what strategies might be suitable for you. Please have a read and dont hesitate to contact us via our application form to arrange a free consultation with one of our advisers.

first home owner

David – First Home Buyer

First Time Investors

Michael and Sally – First Time Investors


Victor – Commercial Loan

Steve – Self-employed

property investments

Richard and Michelle – EXPAT Family

Karl Amon

Karl – Rentvestor

Sam and Amy – No Deposit Home Loan

Donna and ian SMSF

Donna and Ian – SMSF

Grant and Heidi – Sophisticated Investors

Max And Louise Case Studies

Max and Louise – Guarantor Home Loans

Case Study Andy And Sharon2 500x500

Andy and Sharon – Upgraders