Alex
Client Success Story
Alex’s Journey With Investment Window
Our client Alex is a finance broker who tapped into the property market through his SMSF, targeting growth areas and low-maintenance properties.
He purchased a 3-bedroom brick home in April 2021 for $380,000 in VIC, with a rental income of $380 per week. As of now, this property is valued at $610,000—a significant 60% increase.
In December 2022, Alex expanded his portfolio with a second property in WA for $386,000, with a tenant already in place paying $400 per week. This property has now reached a value of $600,000, marking a 55% increase in under two years.
Overall, Alex invested $766,000 in these properties, which are now collectively worth $1.2 million. This represents a total equity increase of $434,000.
Alex’s SMSF will be ticking along nicely for the coming years with both locations experiencing very strong rental demand which will result in increased rents as income for his Super.