Marsha & Nigel's Journey #2
As a qualified financial planner and accountant Marsha and Nigel were seeking to develop a property portfolio within their SMSF.
BRIEF
- SMSF Investor - After determining a capital growth strategy and working with a strict budget, searching commenced in a high performing cluster of suburbs.
- We sourced and purchased the ideal property for our clients in Melbourne suburb of Newport before auction against strong competition.
OUTCOME
- Negotiated price: Below budget
- Secured: before auction against strong competition
- Identified: no identified issues of concern during due diligence period
- Settlement outcome: Settled
- Client testimonial: The guidance and advice Miriam provided was very professional and her communication with all the parties involved meant that it was a methodical and steam lined process.
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Ideal service for time poor people who want to invest in property but also for anyone who is inexperienced - having her do negotiations for you saves a LOT of stress in the process.
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Great work - and not only will recommend her again - but HAVE done so."
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