Client Stories » Patrick and Jane's Story

Patrick & Jane are a successful professional couple who were looking to buy an investment property in their self managed superannuation fund.  They were referred to us by family who were existing clients of ours.

For our professionals, like Patrick & Jane, we always follow our thorough and straightforward process:

1. We went through an overview of their circumstances
2. We sourced and presented four property options that suited their needs and goals
3. Patrick & Jane were comfortable with the information and financial analysis provided to them and made a purchasing decision accordingly 
4. We supported them through the entire process right up until a tenant was secured



Property Budget   $500,000 or less 
 Property Purchased  House:
 4 bedrooms, 2 bath, 
 double lock up 
 Property Location  Brisbane 
 Property Price  $455,000
 Decision Timeframe  1 week 


What Patrick & Jane say about us...


"Gareth offers an Outstanding service, my wife and I are both busy professionals and Gareth helped us with purchasing an investment property.

He provided us with excellent information, showed us a variety of different properties and guided us expertly through the process.

We are very confident we purchased a property that will perform well and help us towards our goal of an early retirement. We have already recommended Gareth to family and friends as we are very confident in the service he offers.

Regards
Patrick Fitzgibbons "

Our professional clients have purchased property directly and through using their SMSF and used our services to successfully navigate them through to purchasing a property that will help them meet their financial goals.  Our approach is transparent, simple and relaxed and ensures that you get the information you need to make the right decision for your future and your lifestyle.