In 2015, our clients, a couple in their early forties sought a smarter, more strategic approach to growing their wealth. With $300,000 in combined super but no additional investments, they were eager to take control of their financial future.
WEALTH OBJECTIVES
Generate long-term passive income and financial security. They wanted to invest in properties that would appreciate in value while delivering strong rental returns, ultimately allowing them to achieve financial independence.
Strategy Inclusions
Property Investment
SMSF Advice
Investment Lending
Tax Planning
Wills & Estate Planning
Net Wealth Position
2015: $815,000
2025: $2,430,000
Property Portfolio Growth
Purchase Value: $1,586,283
Current Value: $2,850,000
Total Profit: $1,263,717
KEY MILESTONES AND STRATEGIES IMPLEMENTED
2015 – Laying The Foundation
With no existing investments beyond their superannuation, Future Assist helped the clients establish an SMSF. This provided them with greater control over their super while enabling the purchase of their first investment property within the fund.
2017 – Expanding Their Investment Strategy
Following a successful first-year review and being pleased with the performance of their investment property, the couple decided to purchase a second investment property, this time outside of their SMSF. They leveraged their savings and home equity, and with Future Assist’s guidance, also refinanced their home loan, securing better rates and accelerating their mortgage repayment. This helped with the purchase of a property Future Assist found for them in Glenvale.
2020 – Strengthening Their Portfolio
With the consistent strong performance of their previous investments and growing equity becoming available, the couple felt confident that Future Assist could help expand their property portfolio even further. They acquired another investment property in Angle Vale, as well as an additional investment property in Park Ridge within their SMSF. During this year, an inheritance allowed them to fully pay off their home, and Future Assist assisted in updating their wills to safeguard their assets for the future.
2024 – A Multi-Million Dollar Portfolio
With continued growth and an increase in household income, the couple leveraged their existing assets to acquire their fourth investment property, their third outside of the SMSF.
THE ROAD AHEAD
Having transformed their financial future, the couple continues to pursue smart investment opportunities. They have now begun the process of acquiring their next property investment, this time in WA. This case study highlights the power of strategic advice and the value of working with a team of experts covering Australia-wide. It demonstrates that with the right guidance and commitment, long-term financial success is achievable.
This success story is just one example of how Future Assist helps clients take control of their wealth and create a prosperous future. Ready to start your own journey towards wealth and success? Contact Us today and let us help you build a prosperous future!
Names 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.
