Case Study: From Hesitation to Confidence – A New Investor’s Journey with Investor Property

Background and Motivation With professional backgrounds in Finance and IT, this client and their partner had always been intrigued by the idea of property investment. However, their naturally cautious nature kept them from taking the plunge. That all changed when a friend shared their success story and referred them to Investor Property. “When we met…

Background and Motivation
With professional backgrounds in Finance and IT, this client and their partner had always been intrigued by the idea of property investment. However, their naturally cautious nature kept them from taking the plunge. That all changed when a friend shared their success story and referred them to Investor Property.

“When we met Mal, he made us feel comfortable to take the leap,” the client shared. “We weren’t entirely sure about our initial goals, but we knew we wanted to work toward financial freedom and an early retirement whilst maintaining our lifestyle.”

Working with Investor Property
The team at Investor Property helped this couple clarify their investment strategy, breaking down complex concepts into actionable steps. “They made it simple and showed us we could do more than we initially thought possible,” they said.

Hearing success stories from friends who had worked with Investor Property was the key factor in building trust. The couple noted how seamlessly the team managed the process: “They aligned the right properties with our goals, provided all the relevant information for us to review, and guided us through every step.”

One standout moment for the couple was Investor Property’s creative approach to financing. After spending heavily on renovations for their principal place of residence, they were “cash poor” but eager to invest. Investor Property recommended unlocking equity and introduced them to alternative deposit options – in this case, a deposit bond, which enabled them to secure an investment apartment without a large upfront cash deposit.

The Investment Experience
Like many others, this couple faced delays in construction due to the aftermath of COVID-19. However, they appreciated Investor Property’s consistent updates and reassurance during the process. “It provided us with a lot of comfort during the challenging time,” they said.

The results exceeded their expectations. “Our terrace property is already achieving a 6% gross yield, and the apartment is performing even better with a 7.7% gross yield,” they shared. “Both properties have achieved greater capital growth (initial equity of at least $300,000 across the two investment properties) than we anticipated for this timeframe, putting us ahead of our goals.”

Results and Impact
Working with Investor Property transformed their perspective on property investment and debt. “It’s given us the confidence to think bigger and aim higher,” they explained. The tailored strategy provided by the team aligned perfectly with their goals, which they believe was key to their success.

“We’re now on track for financial freedom and early retirement. Investor Property also opened our eyes to new opportunities, like purchasing property through a Self-Managed Super Fund (SMSF) with their Optiwise Wealth Advisory team.”

Advice for Others
Their advice to others considering Investor Property? “It’s always worth a chat. The property coaches can show you how property can help you achieve your goals. You’ll likely find out you can do more than you think.”

Future Plans
Looking ahead, the couple plans to expand their portfolio by exploring SMSF property investments with the guidance of Investor Property and Optiwise Wealth Advisory. “For our next investment, we’ll take a more active role in property selection alongside our Property Coach,” they said, adding that their confidence has grown significantly thanks to their experience.

Would they work with Investor Property again? “Absolutely. Their tailored approach and expertise have been invaluable, and we look forward to continuing our journey with them.”