What started with one sister seeking expert guidance to grow her investments has grown into a collective achievement, and a powerful reminder of what’s possible with the right strategies and the right support.
When Desi first came to Future Assist in 2024, she was looking for security, stability, and a clear path to build reliable streams of passive income.
What she didn’t expect was that her decision would spark something bigger, a journey that soon brought her sisters alongside her, creating a story of family growth, shared success.
KEY MILESTONES AND STRATEGIES IMPLEMENTED
FROM ONE TO MANY
When Desi came on board in 2024 she was looking to build on her financial position by building a property portfolio, as she wanted passive income streams that she can depend on. Impressed by the support and strategies she received, soon after starting her strategy, Desi referred her sister and another close friend. Before long, multiple family members were working with Future Assist, each bringing their own goals but finding strength in the same trusted guidance.
INDIVIDUAL PATHS, SHARED VISION
Desi took bold steps in her first year, purchasing two investment properties, creating steady rental income and laying the foundation for her goal of $100,000 in annual passive income.
Her sister Kat soon followed, using her savings and shares to make her first property investment.
Christina and Ella, already experienced investors, also came on board with Future Assist to refine their existing strategies, expand their portfolios, and optimise tax and lending structures.
While each sister’s journey was unique, their vision was shared: to grow, protect, and manage wealth for the long term.
A FAMILY PORTFOLIO ACROSS AUSTRALIA
In only 12 months, the family has built a diverse portfolio of eight properties spanning Queensland, South Australia, Tasmania, Victoria, New South Wales and Western Australia.
Combined, these properties are now valued at over $5.9 million, demonstrating substantial growth since their initial purchases, and collectively generate more than $4,400 per week in rental income.
READY TO START YOUR OWN JOURNEY?
Partner with Future Assist to build, protect, and grow your wealth, with strategies designed for lasting success.
Names may have been changed but all other details provided in this case study are based on actual client results. While every effort has been made to accurately represent the outcomes and results achieved in this case study, it’s important to note that individual results may vary based on a variety of factors including but not limited to the client’s unique circumstances, goals, and actions taken. This case study is not intended to serve as professional advice or guidance.
