Today we share our client’s success story and how Team SONI helped a family who recently migrated to Australia to fast-track their Property Investment journey.
Mathew and Cindy, a young and hard-working couple in their 30's, recently migrated to Australia (2019) after spending a decade in the US, building their corporate careers. They were attracted to Australia’s multicultural environment, work-life balance, and relaxed lifestyle. Within a year of migrating to Australia, they bought and secured a place to call home.
After spending two years in Australia, they felt this is the place they would want to settle down for the long term and start their family. They believed, it was also the right time to start investing and planning toward securing their financial future.
THE CHALLENGE
Being relatively new to the country, they didn’t want to take unnecessary risks and reached out for professional help to fast-track their investment journey. They were also in the middle of growing their family with their first baby on the way and wanted to work with someone who could understand their family situation, their aspirations and plan the investment strategy around that.
“We wanted to start investing. We wanted the lifestyle. But we just couldn’t understand how to take the first step.” – Mathew
They were introduced to our team through one of their friends, who happens to be one of our clients and a raving fan. Our team got in touch and introduced them to our unique and trademarked system, Unleash Your Wealth ᵀᴹ through which we have helped hundreds of families to invest in property successfully.
THE APPROACH
📈 Our team started with understanding their financial situation, goals, concerns, and what they wanted to achieve in the long term.
📈 We provided them with in-depth knowledge on how to successfully invest in property and build wealth.
📈 Our team then provided them with their personalised property investment roadmap and a step-by-step plan to kick-off their journey.
“Once we got educated after connecting with SONI Wealth, then things really took off.” – Cindy
Matthew and Cindy were extremely impressed with the investment strategy and the roadmap we presented. They were particularly appreciative of how our team considered their family goals and presented multiple scenarios with best-case and worst-case calculations.
They gave us the go-ahead to start executing the roadmap we recommended.
THE OUTCOME
📈 Over the course of the next 12 weeks, our team identified 3 excellent investment opportunities suiting their family’s profile.
📈 We presented them with the opportunities, along with an analysis of the locations, beneficial factors, and detailed cashflows to help them make an informed decision.
📈 Mathew and Cindy were excited and gave us their tick of approval to secure all 3 investment properties, which were all strategically located across Melbourne. The portfolio consisted of a diverse range of properties, i.e., one house and land package, a terrace home, and an inner-city apartment.
📈 The properties are currently under construction and will be settled in a staged manner over the next year.
While rising interest rates have been a concern for the majority of investors in the current environment, our clients were appreciative of the fact that all our cash flow calculations were based on conservative figures. This indeed helped them to be prepared for the increase in interest rates without being worried about the cash flow impacts and out-of-pocket expenses of managing this portfolio.
TEAM SONI CAN HELP
At SONI, we simplify property purchases with our experience, knowledge and system. Whether you are looking to buy your first home, your first investment property or to build on your existing portfolio - our team of experts is here to help.
Reach out to us today if you are looking for the right partner that is going to be there with you every step of the way.