Do you know anyone who gets excited about filing their tax returns? Our clients do. Learn about a professional couple who received over $30,000 in tax refunds through a portfolio of 3 investment properties built seamlessly.

FINANCIAL FREEDOM: TURNING A DREAM INTO REALITY

Our clients, John and Sarah are high-flyers in their careers. They climbed the corporate ladder with ambition, enjoying the fruits of their success with international vacations and a taste of the finer things. But soon after a transformative year exploring the world, they realised it was time to reassess their priorities.  

Coming back in their cubicles, they decided it was time to put their savings to work as a pathway to financial independence. 

But the looming question was: how? 

A WINNING PROPERTY PORTFOLIO, STEP-BY-STEP

Inspired by a colleague's success with SONI Wealth, they sought our professional guidance to chart their own path towards securing their financial future.  

Through our effective step-by-step system – Unleash Your Wealth™, they gained a comprehensive understanding of property investment.  

After understanding their short- and long-term goals, we crafted a tailored investment strategy to expedite their progress, prioritizing tax reduction to maximize their gains. 

THE INVESTMENT PROPERTY PLAN 

While still enjoying their rented apartment, John and Sarah embarked on their investment journey without wasting any time. Here’s what they achieved: 

🏠 February 2019 - First Investment Property: A trendy urban property six months from completion, located just 7 km from the CBD.  

🏠 May 2019 - Second Investment Property: A near-completion property in West Melbourne.  

🏠 OCTOBER 2019 - Third Investment Property: A brand-new, park-facing town home within walking distance of a train station. They also benefited from a 50% stamp duty discount, saving approximately $15,000. 

Within 12 months, they had seamlessly acquired a diverse portfolio of three properties. Our team facilitated the entire process by  

✅ Identifying suitable investment opportunities 

✅ Organizing financing 

✅ Assisting with paperwork 

✅ Conducting settlement inspections 

✅ Providing ongoing support until handover 

Once the properties were settled, our Property Management team quickly leased them out, achieving minimal vacancy and excellent rental yields. 

OUTSTANDING TAX MINIMIZATION AND CAPITAL GROWTH

The rewards were beyond expectations. Each property increased in value, generating over $100,000 in equity within a year — a fantastic outcome for our clients.

But the real surprise came when their tax returns were prepare: they were able to maximize the higher depreciation benefits of newly built properties, resulting in tax refunds exceeding $30,000.  

Their lives have transformed significantly since our initial meeting. They tied the knot, welcomed a beautiful baby into their lives, and even embarked on a new adventure abroad. Despite their relocation, their Australian investments continue to work diligently for them.  

They have now successfully secured their Fourth Investment Property, a house and land package in the Western suburbs of Melbourne. 

Their story is a blueprint for those yearning for a life less ordinary. It's a reminder that with the right guidance and a strategic approach, wealth creation is a journey anyone can embark on. 

team soni can help

We recognize that each story is diverse and unique. Our passion lies in helping as many people as possible achieve their financial dreams.   

We have already helped hundreds of individual, families and business owners to maximize their tax refunds and build wealth through property.

Are you thinking of investing in property? 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 personalised strategies to make your money work harder for you.

✅ Experience our proven system to help you reach your financial goals faster.