From Busy Professionals to Strategic Investors
How a Sydney Family Increased Their Super by 6 Figures with a Strategic Investment Property in Perth.
Our valued client adds $160,000 to their Retirement Savings with SMSF
In a highly competitive market, a Sydney-based professional couple achieved impressive results, transforming their financial future in just 14 months. Here’s how they increased their retirement savings by $160,000, secured an investment property in a booming Perth suburb, and attracted a quality tenant even before settlement—all while juggling demanding careers and family life.
The Journey: From Time-Poor Professionals to Strategic Investors
The couple, both professionals with young children, were time-poor and struggling to make their investment goals a reality. Despite already owning their home and one investment property, they found it challenging to balance their careers and family responsibilities while seeking out new investment opportunities.
With $250,000 in cash savings within their Self-Managed Superannuation Fund (SMSF) and pre-approved finances ready to go, they were determined to expand their portfolio and create a secure retirement plan. However, despite their ambition and proactive attitude, they had been wanting to invest for over a year but couldn’t find the time to make it happen.
Unlocking Opportunities: Partnering with Start2Invest
Recognizing the need for expert guidance, they engaged Start2Invest to help them unlock their financial objectives. The journey began with a comprehensive strategy planning session that mapped out a 10-year investment plan. This allowed the couple to align their property acquisition strategy with their long-term retirement goals.
Start2Invest provided detailed market research on several high-growth locations that met the couple’s specific investment requirements. After careful analysis, Perth was chosen due to its strong growth momentum and early stage in the property cycle—a strategic choice that would soon pay off.
The Process: Strategic Acquisition and Efficient Execution
Start2Invest leveraged its local connections with real estate agents to access quality investment properties, including off-market deals and pre-listings. The team reviewed over 200 properties and shortlisted just five that met their stringent investment criteria.
The chosen property — a desirable family home located within a five-minute drive of local beaches and key employment hubs—was secured at auction in a highly competitive environment. Start2Invest negotiated preferential terms with an approved property management provider and secured early access, enabling the client to lock in a quality tenant before settlement.
The Results: Significant Growth and Financial Security
The outcomes of this strategic investment were impressive:
Capital Growth: The property’s value increased by 29%, translating to a $160,000 boost in the couple’s SMSF within just 14 months.
Rental Growth: An increase in rental income resulted in positive cash flow, with the investment effectively paying for itself.
Tenant Security: A high-quality tenant was secured even before settlement, ensuring consistent income in a market with low vacancy rates.
Overall Financial Impact: The combination of leverage, strong capital growth, and rising rental yields led to a 63% increase in the family’s SMSF balance in just 14 month.
Conclusion: The Power of Strategic Investment
This case study demonstrates how even the busiest professionals can achieve significant financial milestones with the right strategy, guidance, and execution. By partnering with Start2Invest, this Sydney family not only enhanced their retirement savings but also laid the foundation for future financial independence. Read more about their purchase on our results page.
If you’re ready to take the next step in your investment journey and create a financial future by design, reach out to Start2Invest. Our team of experts is here to help you navigate the market, identify the best opportunities, and achieve your financial goals.
Disclaimer
This article is intended to provide general information only and does not constitute financial, tax, or legal advice. The case study presented is based on a specific client scenario and individual results may vary. We recommend seeking independent advice from qualified professionals to address your particular circumstances and ensure compliance with all relevant laws and regulations. Investing in property involves risks, and past performance is not indicative of future results. Always conduct thorough research and consider your financial position before making investment decisions.
Read more like this
