For one Australian couple, turning their dream of financial security into reality was made possible through a carefully planned approach to property investment. With the expert guidance of inSynergy Property Wealth Advisory, they built a thriving portfolio that balances growth, cash flow, and lifestyle. This case study showcases how leveraging equity, strategic planning, and a data-driven approach helped them achieve extraordinary results in emerging and high-growth markets across Australia.
Background
When this couple first approached inSynergy, they had a clear vision: to create a robust property portfolio that would secure their financial future while offering the flexibility to enjoy life now. With a home in Sydney that had appreciated in value, they saw an opportunity to leverage its equity and combine it with their savings to begin their investment journey. Guided by inSynergy’s expertise, their story highlights the importance of professional advice, strategic planning, and a commitment to long-term goals.
Property Investments
Property 1: Brisbane, QLD
- Type: 3 Bed, 2 Bath, 2 Car Apartment
- Purchase Date: May 2018
- Initial Investment: $960,000
- Current Valuation: $1,370,000
The couple’s first foray into property investment was an executive apartment in Brisbane featuring stunning river views. Purchased for $960,000, the property quickly appreciated in value, now worth $1,370,000. This initial success validated their decision to invest in a high-growth market and provided the confidence to continue building their portfolio.
Property 2: Brisbane, QLD
- Type: 4 Bed, 2.5 Bath, 2 Car House
- Purchase Date: June 2018
- Initial Investment: $791,100
- Current Valuation: $1,040,000
Building on their initial success, the couple added a family home in Brisbane to their portfolio. Purchased for $791,100, the property has since appreciated to over $1 million, further boosting their equity and showcasing the city’s growth potential.
Property 3: Canberra, ACT
- Type: 3 Bed, 3 Bath, 2 Car Apartment
- Purchase Date: October 2019
- Initial Investment: $605,000
- Current Valuation: $780,000
Encouraged by their results in Brisbane, the couple diversified into the Canberra market with a three-bedroom lifestyle apartment. Purchased for $605,000, this property now holds a valuation of $780,000, demonstrating the potential of well-researched investments in growing markets.
Property 4: Adelaide, SA
- Type: 4 Bed, 2 Bath, 2 Car House
- Purchase Date: October 2023
- Initial Investment: $960,000
- Current Valuation: $1,100,000
Their fourth property marked a shift to Adelaide, where they acquired a newly built home in a sought-after location. Purchased for $960,000, the property has already appreciated to $1,100,000, highlighting the ability to identify and invest in high-growth opportunities when following expert advice.
Property 5: Adelaide, SA
- Type: 2 Bed, 2 Bath, 1 Car Apartment
- Purchase Date: October 2024
- Initial Investment: $855,000
- Current Valuation: N/A – Off the plan
The couple’s second Adelaide purchase was an off-the-plan apartment aimed at capitalising on future growth. The $855,000 investment also diversifies their portfolio by adding another property type, ensuring a balanced approach across different markets.
Property 6: Perth, WA
- Type: 2 Bed, 2 Bath, 1 Car Apartment
- Purchase Date: October 2024
- Initial Investment: $993,000
- Current Valuation: N/A – Off the plan
Their most recent acquisition is an off-the-plan apartment in Perth, purchased for $993,000. By expanding into this high-growth market, they continue to build a geographically diverse portfolio, positioning themselves to benefit from strong future growth potential.
The Role of inSynergy Advisory
The exceptional growth in the couple’s property portfolio is the result of diligent planning and expert advice, not just a matter of good fortune. inSynergy played a pivotal role in their success by offering:
- Comprehensive Planning: their property wealth planner took the time to understand the couple’s financial goals and risk tolerance. This personalised approach ensured that each investment aligned with their long-term goals.
- Market Analysis: data-driven identification of high-growth areas and optimal property types.
- Financial Structuring: Expert advice on financial structuring and leveraging equity enabled the couple to expand their portfolio sustainably.
- Ongoing Support: Continuous support and guidance have been crucial.
Results and Future Outlook
In under six years, the couple’s strategic property investments have delivered remarkable results. Their portfolio has grown to achieve an equity increase of over $1,000,000, with their total equity position now surpassing $4,000,000. Beyond equity growth, the portfolio is cash flow positive, providing a stable income stream that supports their lifestyle while enabling them to continue building wealth.
Looking ahead, the couple plans to further diversify their investments, exploring new markets and opportunities to strengthen their portfolio. With inSynergy’s expert guidance and tailored strategies, they remain on track to achieve even greater financial success and long-term security.
This journey demonstrates that with expert advice, data-backed strategies, and a commitment to long-term goals, financial freedom through property investment is achievable.
Client Testimonial:
“The real estate investment information and data that the inSynergy team have access to is mind boggling. We will be several steps ahead of the rest of the market with our future investments.”
Couple, Sydney, NSW