Learn How Matt Reduced his Taxes Significantly with investing smartly in Property
Taking the First Step: Matt's Breakthrough Moment
Meet Matt, a 36-year-old Senior IT Developer from Sydney, referred to us by a family member who had successfully built a property portfolio with SONI Wealth.
The Challenge
Despite earning well and saving diligently, Matt was paying $50,000 in taxes annually and knew his savings weren’t working for him. Like many others, he was held back by the fear of unknowns and a lack of investment knowledge.
He was hesitant but determined to break free from this cycle paying high taxes.
The Solution
Eager for change, Matt reached out to us. Team SONI began by understanding his financial situation, goals, and concerns. Through our program Unleash Your WealthTM, we educated him on the Principles of Wealth Creation and Property Investment, providing a clear, actionable plan.
The Results
With our support, Matt invested in his first property. The results were transformative:
🔼 Tax Refund: $8,000 after the first year.
🔼 Cashflow: Positive and self-sustaining.
“All the property valuations and overall cost estimations provided by Team SONI were spot on! - Matt”
The fear of getting a mortgage was replaced by excitement. Guided by our expert advice, Matt continued renting and strategically purchased two more investment properties through us. One settled within months, and the other will settle in 2021.
The Bigger Outcome
When Matt lodged his tax returns this financial year, he was thrilled to receive a $14,555 tax refund from $47,317 in withheld taxes. Additionally, his properties appreciated in value, providing capital growth.
Next, he plans to buy an owner-occupier home and take advantage of first home buyer grants and incentives.
Our Commitment
Navigating property investment alone can be overwhelming. With our expertise, we simplify the process and tailor investment strategies to make your money work harder.
TEAM SONI CAN HELP
Property investment can be daunting to figure out on your own. That's where we come in. With our experience and knowledge, we make things simpler.
We've helped hundreds of individuals, families, and business owners maximize their tax refunds and build wealth through property.
Are you thinking of investing in property or find out what’s possible for your situation? Book your free Wealth Consultation today.
A simple chat with our experts can clarify your questions and give you the confidence you need to get started:
✅ Get an accurate understanding of your potential as a property investor.
✅ Define your financial goals together with realistic milestones.
✅ Discover personalized strategies to make your money work harder for you.
✅ Experience our proven system to help you reach your financial goals faster.
“PROPERTY INVESTMENT IS NOT AN INDIVIDUAL SPORT, IT’S A TEAM SPORT”