Today, we share the inspiring story of Zach, a dedicated single parent who achieved incredible success in securing his first property investment, despite the challenges of a recent separation.

With the expert guidance and support of our team, from his first meeting with us to securing a brand-new property and having it tenanted, it all happened in a snap.  

Discover how Team SONI transformed Zach’s investment goals into a reality. 

A bit about zach and his goals

A senior executive in his 40s, navigating a new chapter, he had a clear goal: to secure a stable financial future for himself and his two kids following a recent separation.  

Determined to build wealth through property, he was eager to learn and become a property investor.  

However, the financial uncertainty stemming from the separation added a layer of complexity to his journey. That is when, Zach reached out to us, on the recommendations of friends who had already found success with our team. 

A TAILORED STRATEGY FOR GETTING STARTED 

Our Wealth Consultant didn’t just create a strategy; they crafted a personalised journey through our unique Unleash Your Wealth TM program. Beyond the property, the focus was on understanding Zach’s unique situation, and his priorities, and addressing concerns. We guided him through wealth creation principles, instilling the confidence to take action.  

“The understanding of key principles of wealth creation and property investment really helped me a lot. The detailed cashflow that Chirag shared, considering worst-case scenarios, really gave me the confidence to get started on my investment journey.“ - Zach

FROM SECURING THE PROPERTY TO GETTING IT RENTED IN 37 DAYS 

Following the agreed-upon strategy and plan, our team sourced a brand-new, ready-to-settle, off-market opportunity for Zach.  

Upon presenting the opportunity online and conducting a site visit, Zach immediately decided to secure the property. Our team swiftly organised contracts with 14-day subject-to-finance and 60-day settlement terms. 

Despite financial challenges from the recent separation which made securing the property a bit complicated, the team successfully navigated hurdles, getting the loan approved and settling the property in 30 days.  

Our in-house property management team initiated their work before the property was settled.

They proactively strategized to furnish the property to secure a higher return. From settlement to furnishing the property, to leasing it out, it all happened Within 7 days achieving a remarkable rental yield of 6.8% was achieved.  

“I never imagined owning a luxury property in heart of Melbourne CBD with ultra-modern design and world class amenities. I was just amazed by how quickly Mandy (Co-founder SONI Wealth) was able to get my property fully furnished and secure the tenant from a pool of applications received after just the first inspection for my property. The rent she achieved was way higher than what I was promised”. - Zach

A LOOK AT ZACH’S ABODE

zach’s encouragement

Working with SONI Wealth to secure my first investment property was a game changer. The support, guidance, and results exceeded my expectations.  

If you are on the fence about taking that leap, don’t hesitate. Reach out to Team SONI, and you might just experience the financial transformation you have been dreaming of.  

They turned my aspiration into reality with care and diligence, and I’m here to encourage others to take that first step. You won’t regret it. 

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.  

Our goal is to help you chart a course to financial success by tailoring a bespoke strategy for your personal circumstances and aspirations.  

Book your no-obligation Wealth Consultation today. A simple chat with our experts provides you with clarity and the confidence you need to take action: 

Working with Team SONI: 

✅ Gain an accurate understanding of your potential as a property investor. 

✅ Define your financial goals alongside 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.