During the COVID lockdowns, she decided it was time to take control. We gave her a personal investment roadmap, support, and the confidence to take action.
Audrey now owns three investment properties, sourced, financed, and managed by us. One in 2021 and the second and third in 2022.
Her goal was to live life on her terms, without having to compromise her lifestyle or feel the fear of investing alone ever again.
Audrey’s investment journey began with hesitation, and for good reason. In her 30s, she’d been misled by a property seminar that pushed her into a poor investment decision. She eventually sold the property, but the experience left her unsure of who to trust and worried she’d make the same mistake twice.
Then the COVID lockdowns hit, and with time to reflect, Audrey had a moment of truth: if not now, when?
After seeing one of our webinars online, she attended and instantly felt the difference. Our strategy was clear, data-driven, and made sense. More importantly, it was realistic for her. From there, she booked a consultation, where we built a personalised roadmap tailored to her financial position and goals.
Audrey already had equity in her home, so we helped her use it to purchase her first investment property with us in 2021. The experience was so positive that she immediately began planning for a second.
There was just one challenge: her borrowing power wasn’t quite enough. So she took matters into her own hands, picking up a weekend job conducting real estate inspections to lift her capacity. By April 2022, she’d purchased her second investment property, this time in Queensland, exactly where she’d hoped. She finished 2022 with a third property in her superannuation.
We handled the sourcing, finance, and property management every step of the way. She’s also refinanced with our finance team multiple times, each time improving her position and pushing her further toward her goals.
Now in her late 40s, Audrey has created a level of financial independence she once thought was out of reach. For anyone wondering if it’s too late to start Audrey is living proof that it’s not.
Are you ready to find out how easy it is to achieve your investment dreams safely and confidently?
