This success story was written to inspire those who are willing to invest their money wisely but lack the experience with property investments. You will learn how our young and talented client went from a successful professional to a successful property investor in a short time frame with the help of our expert team. Read the story and find out how she did it!
A LITTLE ABOUT HER
Our client is an accomplished CPA and has had a successful corporate career. She is single, in her 30’s and has held the responsibility to provide financial support for her large family. She migrated with them to Australia about 10 years ago in search of better opportunities and lifestyle.
DECIDING TO BECOME AN INVESTOR (AND THE CHALLENGES FACED ALONG THE WAY)
In her endeavour to achieve financial independence and seek a brighter future for her loved ones, she became serious about investing in property. With no knowledge of real estate and a plethora of information available online, she realised that if she were to do this the right way, she would need to seek help from an expert. She is a professional herself and understood the power of using experts to fast track her journey instead of doing everything on her own.
While she was keen to start her journey, her previous research and opinions sought created a situation of analysis paralysis for her. In addition, her parents had a difference in opinion on real estate investing, which complicated things further.
SETTING OFF TO A GOOD START WITH PROFESSIONAL HELP
After some research, she engaged our team to help establish a long-term strategy. We took a deep dive to thoroughly understand her situation, and subsequently crafted a step-by-step plan which allowed her to secure her first investment property in one of the prime locations in Melbourne. From selecting the property to obtaining finance, conveyancing, and leasing the property post-settlement, the entire process was managed swiftly and remotely.
PORTFOLIO STRATEGY THAT DRIVES RESULTS
During the first review meeting, we recognised that the property rental returns had exceeded the initial estimates, which helped her manage the cash flow better and not part away with any of the family commitments. It also encouraged her to plan for and then secure her second property in the middle of lockdown. This time, she was also able to utilise government grants and incentives of up to $50,000. The second property was purchased in an established suburb about 24 km from Melbourne CBD.
ACHIEVING GOALS WITH SONI WEALTH
Our young and talented client owns not one but two properties and is now much closer to achieving her goal: watch her money grow and secure a better future for herself and her loved ones. She cannot stop raving about how seamless her property journey has been. Her words of enthusiasm on her experience with SONI Wealth spread to her friends, who approached our expert team.
TEAM SONI CAN HELP
If you are a young professional 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.