Most people take years to build a portfolio of investment properties. See how our clients made it happen in a short span of 4 weeks.
CLIENT PROFILE AND GOALS
Our clients are a career-driven couple who have achieved success in their professional lives working for reputable companies. For the past few years, their focus has been to pay off the mortgage for their family home, but they knew that they need to start investing to get ahead financially. They are keen to retire comfortably and provide a secure platform for their kids to succeed in future.
IT ALL STARTED WITH A SIMPLE CONVERSATION
Our company was recommended by a friend who has been a long-time investor with us, so they came to us with high expectations. It all started with a simple conversation about the future they wished for. Our team designed a practicable strategy to suit their circumstance and a step-by-step plan of execution to set them up for success in their investment journey.
Over the course of 4 weeks, they were able to secure a portfolio of 4 investment properties strategically located in growth corridors across Melbourne. The portfolio consists of a diverse range of properties – two house and land packages, a terrace home, and an apartment in sought after suburbs with potential for high rental yields.
As these investment properties settle and the equity grows over time, we are confident that their portfolio will continue to expand. These investments will enable them to enjoy the compounding effect of property appreciation while also building a passive income source.
We asked them to describe the experience of adding 4 properties to a portfolio in such a short time frame. In their own words:
"Unreal! Never in our wildest fantasy we could have thought of four, perhaps one property to start with our investment journey. Our happiness is now multiplied. We could have never done it without the support of SONI Wealth!”
TEAM SONI CAN HELP
If you are a young professional looking to enter the market sooner, Team SONI can help you get educated and craft the bespoke strategy to kickstart your journey to wealth.
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:
✅ You’ll get an accurate understanding of your potential as a property investor.
✅ We will help you define your financial goals together with realistic milestones.
✅ You’ll discover personalised strategies to make your money work harder for you.
✅You will experience our proven system to help you reach your financial goals faster.