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What A Twelve Months!

What A Twelve Months!
August 22, 2016 Bryan Loughnan


96% of Australian’s aged 65, who leave the paid workforce do so reliant on a government pension – that is a fact. This means, statistically, only 1 in 25 people you know, will retire being financially independent.  In a well-developed country such as Australia, we have the fundamentals to do much better.  We are generally well educated, earn a decent wage and have low levels of unemployment.

What’s missing for a large portion of the 96% of people that aren’t financial secure by 65, isn’t a lack of capability or motivation, but a lack of financial literacy.  As Australians, we aren’t taught financial literacy in schools or universities, and with government initiatives such as superannuation in place, it is easy for many people to feel complacent about their financial futures.

For the entire PROPERTYOLOGY team, there is nothing more satisfying than working with our clients to help them put plans in place to change their future. Many new clients come to us expressing their objective as “I wish to purchase an investment property”. It may even be more specific, “We are currently looking to purchase an investment property in Brisbane”.  However, on further investigation, it’s evident that for most clients their real goal is wealth creation.  The desire to be able to exit the workforce on their own terms and at a time that suits them, or as we way, they want to achieve financial independence.

For most people, purchasing a single investment property will not help them achieve their goal – while it may be a step in the right direction, a single purchase represents only a small step in their overall objectives.

It is deeply rewarding to all members of our team when clients like Matt and Blair contact us to discuss their objectives, seeking the advice from our team of professionals and being open minded about the information that is shared with them. We take our role as advisors and educators very seriously, and approach all these conversations with a single objective – keeping our clients best interests in the front of mind to help them to develop a strategy to achieve their ultimate goal.

Matt and Blair, Victorian based investors, contacted us over twelve months ago.

The process to date has involved getting to know them both and understanding their goals and objectives, reviewing their existing portfolio, working closely with their mortgage broker to establish purchasing capacity and ultimately securing these three fantastic investment properties in locations with very strong fundamentals, which prior to approaching PROPERTYOLOGY they wouldn’t have given a second thought to.

Matt and Blair’s property portfolio now consists of properties in locations across four separate states each with very different economic industry drivers.  That’s what we call a diverse property portfolio!

Thank you again for placing your trust in us Matt and Blair.  It has been an absolute pleasure working with you both over the last 12 months. We are confident that the decisions you have made will provide a great platform for you both to build your futures for the better!

Thank you for giving us the opportunity to do what we are most passionate about – helping others.


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