Client Results

Real clients.
Real outcomes.

These are not hypothetical projections. They are the documented outcomes of real people who came to us with a goal and a set of constraints, and left with a plan that worked.

01
Ian HartleyPortfolio InvestorKalgoorlie, WA

Three stagnant properties became a self-funding portfolio generating $107k in annual rent.

$399k
Purchase Price
$575k
Valuation 12 Months Later
$30k
Cash Invested
5.8x
Return on Cash
$107k
Annual Rental Income
Situation

Ian came to the team with three investment properties in Kalgoorlie that weren't performing. Despite earning $160k a year, he only had $30k in accessible cash and couldn't see a clear path to expanding his portfolio. His goal was to replace his income within 10 years so he could spend more time with his daughter and travel, but the numbers didn't seem to stack up. He had always managed his investments himself and was sceptical that anyone could genuinely improve his position.

Strategy

In their first meeting, the team mapped out clear, measurable goals and showed Ian exactly how strategic property investment could bridge the gap between where he was and where he wanted to be. Rather than selling him something, they focused on restructuring his approach, identifying underperforming assets, and finding the right property in the right location to generate genuine returns. They also introduced him to specialist finance brokers who could unlock equity he didn't know he had.

Result

Ian's first investment with the team was purchased for $399k and valued at $575k just 12 months later. He put only $30k of his own cash in and achieved a 5.8x return on that capital. The portfolio now generates $107k in annual rental income, and Ian is well ahead of schedule to reach his 10-year income replacement goal.

02
Hamish & AmandaFirst Home BuyersQueensland

Told 'reduce your debt and save a deposit' by two brokers. Owned their home two years later, valued $100k above build cost.

2 Years
Time from First Meeting to Keys
$100k+
Equity Above Build Cost
Declined x2
Previous Broker Outcome
Home Owners
Outcome
Situation

Hamish and Amanda had been told by two separate mortgage brokers that home ownership wasn't possible for them. As a sole trader, Hamish had messy financials and a high level of debt, and both brokers dismissed them quickly with the same tired advice. They had almost given up on the idea of owning their own home and were stuck in a cycle of renting with no clear way out.

Strategy

The team took the time to understand their unique circumstances rather than running a quick assessment. They coached Hamish and Amanda on property ownership and investment strategies while guiding their financial steps in parallel. When the bank they had been with for a decade rejected their first application, the team used their network of specialist brokers to gain approval with a different lender. They also identified available grants and guided the couple through the full contract and build process, checking in regularly during construction even as pandemic-related material shortages caused delays.

Result

From initial meeting to house handover, it took two years. Their new home was recently valued at more than $100k above what they paid to build it, thanks in part to guidance on value-adding inclusions during the build. Hamish and Amanda have broken out of the rent cycle entirely and are now building equity in a home they own outright.

03
Jess & JasonFIFO WorkersKalgoorlie, WA

From 'stuck in the mines forever' to a $2M+ positively geared portfolio that doesn't touch their lifestyle.

$2M+
Portfolio Value
Minimal
Own Capital Required
Positively Geared
Portfolio Cashflow
None
Lifestyle Impact
Situation

Jess and Jason were both FIFO (fly-in fly-out) workers who attended a wealth strategy seminar in Kalgoorlie. Jess had a background in real estate and understood the basics of investment properties, but neither of them had any knowledge of wealth creation or what kind of portfolio they would actually need to retire. The reality of their situation was stark: without a strategy, they would be tied to the mines indefinitely.

Strategy

The team explained wealth creation simply and outlined the importance of getting started with the right structure. They built a diversified strategy tailored to the realities of FIFO life, including the fact that Jess and Jason were unreachable for extended periods. The team managed the entire process independently during those times, ensuring nothing stalled while they were on site. They also ensured every property was quality-assessed and in a location with genuine growth fundamentals, not just whatever was available.

Result

Jess and Jason built an asset base worth over $2 million in a short period of time, with very little of their own money. Their portfolio is now diverse and positively geared, meaning it generates income rather than costing them money each month. It has had no impact on their lifestyle or cash flow, and they have referred friends and family who have achieved similar results.

Your situation is unique.
So should your strategy be.

Book a free Wealth Breakthrough Session and find out what's possible for you.

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