Tim & Natasha
As a partner in a financial services firm who regularly refers their clients to us, Tim and Natasha wanted 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 and finally by purchasing the perfect property for our needs in Yarraville.
OUTCOME
- Negotiated price: market value
- Secured: at auction in a popular residential pocket of Yarraville close to amenities
- Identified: no items of concern presented during due diligence period
- Settlement outcome: Settled
RETURNS
- Bought Oct 2014: $631,000
- Value Oct 2017: $950,000
- Capital Growth : 54.5% capital growth in 36 months
CLIENT TESTIMONIAL
Miriam, I wanted to thank you and your business in writing for the excellent auction result you achieved for my wife and in securing the ideal property for us last weekend.
In appointing you to find us the ideal rental investment property, I already had high expectations as I has been aware of the work you had performed for a number of our clients in the past. I must say that having worked with you on this project over that last 4 weeks, my high expectations were in fact exceeded.
In particular I was impressed with the range of appropriate properties you found for our review, your guidance in coming down to a short-list that met our criteria, and then the strategy that you designed and then implemented on auction day to secure the selected property was amazing.
I also really appreciate your communication with us to keep us focused on the important criteria, letting us know what we had to do and when, keeping us informed of what you were hearing from the market and letting us know what was realistic and what was unrealistic.
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