First Time Investors

Michael & Sally – First Time Investors

Michael & Sally First Time Investors A couple in their late 50′s are concerned that, as they near retirement, their superannuation may not be sufficient to enable them to maintain their lifestyle without selling their house (which only has a small...
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Sophisticated Investors

Grant & Heidi – Sophisticated Investors

Grant & Heidi Sophisticated Investors A mature couple own several properties and want to take advantage of their current earnings and repayment capacity. They would like to purchase additional rental properties in preparation for their retirement (after which time their...
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property investments

Richard & Michelle – Expatriate Family

Richard & Michelle Expatriate family An expatriate family wants to look to further develop their portfolio of domestic property investments. They already have their family home, which they have been renting since they left the country, and have the potential...
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case-study-Andy-and-Sharon

Andy and Sharon – Upgraders

Andy and Sharon Upgraders Andy and Sharon are the parents of a family with 2 children who recently completed their secondary schooling and were looking at moving from their 1950’s suburban family home into a new property that more adequately fulfilled their...
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Donna and ian SMSF

Donna and Ian – SMSF

Donna and Ian SMSF Donna and Ian were referred to us by a contact as they were keen to diversify their asset base and establish a property portfolio….Over their working lives, they had both built up significant balances in their...
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