STRATEGIC TAX MINIMISATION

A Senior IT Developer from Sydney, who came to us recommended by a family member who had built a successful property portfolio with the help of SONI Wealth experts.

This client is 36-year-old, career-focused working for a large tech firm. He has been paying approximately $50,000 in taxes each year. He was not only a good earner but also a disciplined saver. Like many other good savers, with money sitting in his bank account, he was aware that his money wasn’t really working for him. With fear of unknowns and not much know-how about Investments including property he was reluctant to invest.

MAKING THE RIGHT START WITH TEAM SONI

Team SONI took care of the entire process, starting from understanding his financial situation, goals, inspiration and blockers.  He was then systematically educated on Principles of Wealth Creation and Property Investment. Once fully educated, he was provided with an actionable plan. With the right support system from our team, he succeeded to invest in his first property sourced by us. 

RESULTS ACHIEVED ON THE FIRST YEAR

According to him, both property evaluation and overall costs estimations provided by Team SONI were “spot on”. After the first year as a landlord, his tax return was a good surprise: almost $8,000 tax refund and a self-sustainable positive cashflow asset. And he knew, the plan presented to him on the paper has come to life.

The fear of getting a mortgage was replaced by the excitement of knowing that his money was finally working for him. Advised by the team, he continued renting and went on to strategically purchase another two investment properties sourced by us. Out of two new purchases, one property settled within couple of months of purchase and another one will be settling in 2022.

TAX MINIMISATION THROUGH STRATEGIC PROPERTY INVESTMENTS

When he lodged his tax returns for the 2019/2020 financial year, he was awestruck. The results exceeded his expectation, from exactly $47,317 in withheld taxes he will get $14,555 tax refund into his bank account. Apart from the hefty tax refund and self-sustaining positive cashflow property, he has also enjoyed the capital growth in purchased properties. The next in line for him is to purchase a owner-occupier home and avail all the grants and incentives for first home buyers.

TEAM SONI CAN HELP

Achieving results is much easier with the right team beside you. If you are a high income earner willing to build a self-sustainable property portfolio, 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.

$48K IN BENEFITS FOR FIRST HOME

Our client is a young working professional who is keen to build wealth and set himself up for a stable financial future. After reading about the new government incentives and available grants, he decided that this could be his golden opportunity.

EXPERT HELP TO MAXIMISE GOVERNMENT BENEFITS

Our driven client was keen to utilise his savings coupled with HomeBuilders and First Home Buyers Grant to realise his dream of getting into his own home.

Like many other aspiring home purchasers, he started his search alone but soon realised that selecting a home was not as straightforward and especially understanding eligibility for all the grants and incentives was not as simple. His online hunt was quite overwhelming and made him realise a professional help was needed.

To achieve the desired outcome, he reached out to our team for assistance. The SONI team took care of the entire process, starting from understanding his situation, introducing him to all the available grants and incentives, and educating him on the importance of this purchase for his long-term wealth-creation goals.

Based on our client’s needs and financial capacity, our team helped him to select the right location, land and a stunning three-bedroom townhome. The contracts were signed last week, having as the final outcome a full turn-key townhome beautifully positioned with creek views located in a growing suburb just 24 km from Melbourne CBD.

TEAM SONI CAN HELP

It can be overwhelming trying to figure out all on your own. With our experience and knowledge, we make things much simpler for you. We can make your dream of owning your own home a reality sooner than you may think.

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 a clear understanding of Government Grants and Incentives available.

✅ 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.

INVESTMENT PROPERTY NUMBER 10

Building a portfolio of ten investment properties before turning 35. Isn’t that a major milestone? Take a look at how our team member Melissa accomplished it!

FROM MALAYSIA TO AUSTRALIA

Melissa is a successful entrepreneur who splits her time between Australia and Malaysia, where she is a business owner. With a family background in property development and her passion for property, she started investing at a young age.

Supported by her family, she built a sizeable portfolio in Malaysia and now aims to do the same in Australia. Melissa has already reaped significant benefits by investing in properties and is now at a stage where her portfolio helps her to maintain good cash flow.

Also, seeing her investments grow in value and being rented out brings joy to her as it means the property is valuable to the tenants, be it for their business or for them to call it home.

PASSIONATE ABOUT PROPERTY

Melissa has just settled on her 10th property. This achievement was especially significant to all of us: besides being a client, Melissa is also our team member. When we say that we are passionate about building wealth, we mean it. We have walked the path ourselves, and have guided many to be on their way to success.

TEAM SONI CAN HELP

If you are looking for like-minded investors to help you build or accelerate your portfolio, 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.

SUCCESSFUL FIRST HOME PURCHASE

An international student and her partner fell in love with this country and decided to start their life here. Does it sound familiar?

Learn more about how our client was able to save approximately $50,000 in her first home purchase with the support of our team.

CLIENTS’ TRAJECTORY AND CHALLENGES

Our clients came to Australia 8 years ago. Becoming Australian was a dream until two weeks ago when they received their long-awaited Citizenship. Their next step was clear: securing their First Home.

Time-poor, with many unanswered questions and unsure of whether their savings would be enough for making their home dream a reality, they decided to get advice from our experienced team.

The SONI team took care of the entire process, starting from understanding their situation, introducing them to all the available grants and incentives to helping them select the location, land and a stunning three-bedroom home with a deposit of as little as $20,000.

The contracts were signed last week, and pre-approval was obtained under the First Home Loan Deposit Scheme! The entire process took 7 days.

Besides the freedom of selecting features and customising the floor plan, building a new home also allows them to take advantage of the Home Builders Grant which coupled with the First Home Buyers Grant and Stamp Duty exemption will give approximately $50,000 in benefits.

PROPERTY PURCHASE HIGHLIGHTS

• All-inclusive Home and Land Package

• Purchase Price: $450,000

• Beautifully positioned with park views

• Renowned Estate and Home Builder

• Growing Suburb, 25km from Melbourne CBD

• Grants and benefits: First Home Buyer Grant + Stamp Duty Exemption + HomeBuilders

It can be overwhelming trying to figure out all on your own. With our experience and knowledge, we make things much simpler for you. We can make your dream of owning your own home a reality sooner than you may think.

TEAM SONI CAN HELP

It can be overwhelming trying to figure out all on your own. With our experience and knowledge, we make things much simpler for you. We can make your dream of owning your own home a reality sooner than you may think.

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 a clear understanding of Government Grants and Incentives available.

✅ 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.