FIRST INVESTMENT MADE EASY

Purchasing an investment property can be complex, especially if it is your first one. Watch how this Melbourne-based couple got off to the right start with a team they trust.

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Trusting is hard when it comes to investments

Our clients are a professional couple in their mid-30’s who recently moved to Australia. Highly ambitious, both have demanding corporate jobs in top tier consulting companies.

Prior to approaching SONI Wealth, they had consulted with few other companies, but most of those discussions went straight to what properties they should purchase and where. There were still several unanswered questions and doubts, just like the majority of first-time investors. What they were looking for was someone who would understand them and someone who they can trust.


A BESPOKE STRATEGY FOR GETTING STARTED

Our Wealth Consultant took time to understand their personal stories, future aspirations and answer all the questions about property investments. With the help of our team, they learned about principles of wealth creation and followed our unique step-by-step system, which inspired and empowered them to take the first step with confidence.

Aligned with their strategy, our team sourced a quality home and land package in an established master-planned community just 25 km from Melbourne CBD. The project is in a developed suburb with a high ratio of owner-occupants and low rental vacancy, with likelihood of longer-term positive capital growth. It was an off-market opportunity within the desired price range and excellent rental potential.

The purchase of their first investment is only the beginning of an exciting journey towards a sustainable property portfolio. Team SONI feels privileged for the opportunity to help these clients, and we are looking forward to seeing their wealth grow over time.



TEAM SONI CAN HELP

If you are a first-time investor looking to enter the market sooner, 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.