We understand one size doesn’t fit all. We analyse each individual’s situation and tailor an investment strategy to suit their financial and investing goals.
Here are some case studies of how we have helped our clients.
Long term buy & hold, short to medium term prospect for capital growth, close to CBD & all amenities, long term buy & hold.
Located in strong growth area, owner occupier appeal property, positive cash flow, located in a desirable location not far from the CBD, portfolio diversification to minimise risk & spread growth potential.
Sally and Jensen Penney were nervous first-time investors from Sydney. In their mid-thirties, the couple wanted to use the equity from their family home to invest in their financial future, but they lacked expertise in property investing.
In choosing the couple’s first property, we targeted a location with medium-term growth prospects in Victoria. The Penneys invested in a property and enjoyed significant profit and growth over the next year.
When they returned to invest in more properties, we advised them to diversify their portfolio and invest in a different state. Sally and Jensen purchased a low-maintenance home with a generous yield at $20 thousand below market value. We guided them throughout the entire process, allowing them to become confident investors.
We educated Sally and Jensen on the buying process. This included finance pre-approval and refinancing their home to release equity and create a cash buffer, selecting an area to invest in, choosing a well-suited property and negotiating the best deal.
We also helped them learn about pest and building regulations, insurance, conveyancing, property management, and tax depreciation.
To minimise risk and increase growth potential, the Penneys purchased two ideally located properties in diversified locations. Your Property Your Wealth helped them refinance their principal place of residence (PPOR), releasing equity and a cash buffer enough to help them feel secure in their investments.
Since beginning their investment journey with Your Property Your Wealth, the couple has generated $116 thousand in equity in just two short years. Both properties provide positive cash flow, costing them nothing to hold and putting money in their pocket!
Respecting your Privacy
Your Property Your Wealth Pty Ltd (YPYW) is committed to supporting the Australian Privacy Principles for all fair handling of Personal Information which set clear standards for the collection, use, disclosure, storage of and access to Personal Information collected during the course of business operations and compliance with the Privacy Act 1988 (Commonwealth) and its amendments (the Act), and the Australian Privacy Principles (APPs) set out in that Act. You can see the full text of the APPs online at the Office of the Australian Information Commissioner’s website at:
Personal Information means your name, mailing or residential address, telephone number, email address and other transaction and registration details including the company you work for and your role and financial information, including credit card information and information collected from credit reporting agencies.
Our respect for your rights to the privacy of your personal information is paramount. We have policies and procedures in place to ensure that all personal information, no matter how or where it is obtained, is handled sensitively, securely and in accordance with the APPs.
Collection of Your Personal Information
We only collect personal information relevant to our business relationship with you so that we can provide our services and products. We may collect your personal information:
Is your personal information secure
Where you submit personal information, we manage it by using up-to-date techniques and processes that meet current industry standards to ensure that your personal information is kept secure and confidential. We also take measures to destroy or permanently de-identify personal information if it is no longer required.
Use and Disclosure of Personal Information
You acknowledge and consent that by providing your personal information to us that we may use and disclose your personal information for the purpose for which it was collected or for a related or ancillary purpose such as:
What happens if you do not want to disclose personal information?
You have no obligation to provide any personal information requested by us, but if you choose to withhold personal information, we may not be able to provide you with the products and services that depend on the collection of that information.
Removing your personal information
You may contact us at any time in writing and request that we remove and delete your stored personal information.
Providing Personal Information About Another Person
You represent to us that where you provide personal information to us about another person, you are authorised to provide that information to us, and that you will inform that person who we are, how we use and disclose their information, and that they can gain access to that information.
YPYW’s website may contain links to websites which are owned or operated by other parties. You should make enquiries as to the privacy policies of these parties. We are not responsible for information, or the privacy practices of such websites.
How can you access your personal information?
You may in writing request access to personal information that we hold about you. We will provide you with access to personal information in accordance with the Act and APPs and we may not grant you access to the personal information that we hold where the APPs allow us to do so. If you are refused access to information, we will provide you with reasons for the refusal in writing.
How to contact us
If you have any questions in relation to privacy, please contact us on 0490 912 045 or email Daniel Walsh – firstname.lastname@example.org. For more information about privacy law please visit http://www.oaic.gov.au/privacy.
In this free guide, you will learn how to Implement the same strategies that led me to build a $3.5 million dollar portfolio in less than six years. – Daniel Walsh