Melbourne based couple on a promising path toward their financial goals
This Melbourne-based couple is tech-savvy and has a keen interest in fast-tracking their wealth through strategic property investments. They're leveraging high-yield assets in Queensland while also investing in Victoria through their SMSF. They clearly understand the importance of selecting properties that provide both growth and yield.
$169,500
Equity Growth across the Portfolio
03
Properties within 2 Years
14%
Growth on First Purchase
The Challenge & The Strategy
As professionals with demanding careers, Eshaan and Alisha faced the challenge of balancing their time between work, life, and property investment. They needed a strategy that would allow them to invest strategically without compromising their lifestyle. Additionally, they sought to leverage their existing resources effectively to maximise returns.
Partnering with us, we developed a tailored investment strategy that aligned with their financial goals and risk tolerance. This included identifying high-growth areas in Queensland for immediate capital appreciation and selecting a property in Victoria through their Self-Managed Super Fund (SMSF) to benefit from long-term growth potential. By focusing on properties that offered both growth and yield, we ensured a balanced approach to portfolio development.
The Outcome and Future Plans
Within just 12 to 14 months, Eshaan and Alisha successfully acquired three properties: two in Queensland and one in Victoria. Their portfolio has shown impressive growth, with an estimated equity increase of $169,500 across all properties. The first purchase in Queensland, valued at $550,000 in 2024, is estimated to be worth $630,000 in 2025, reflecting a 14% growth.
Their combined annual gross rental income across all properties is approximately $90,000, positioning them firmly in the growth bracket and setting them up for future consolidation over the next 5 to 10 years. This strategic approach has laid a solid foundation for their financial goals.
Looking ahead, Eshaan and Alisha plan to continue expanding their portfolio by targeting high-growth areas and leveraging their existing equity to fund future acquisitions. With a clear strategy, disciplined approach, and ongoing guidance, they are well on their way to achieving long-term financial independence and building a legacy for the future.
Key Takeaway
Eshaan and Alisha’s journey demonstrates the power of strategic planning and informed decision-making in property investment. By leveraging high-yield assets and a growth-focused SMSF strategy, they have built a promising property portfolio that sets them on a path toward financial success.
Purchase In Queensland
-
$550,000
Purchase Price
-
2024
Purchase Year
-
$630,000
Estimated valuation 2025
Purchase In Queensland
-
$560,500
Purchase Price
-
2024
Purchase Year
-
$625,000
Estimated valuation 2025
Purchase In Victoria
-
$555,000
Purchase Price
-
2025
Purchase Year
-
$580,000
Estimated valuation 2025
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