ED & JOANNE’S CASE STUDY

A Successful Portfolio Across Victoria, New South Wales & Queensland

Ed & Joanne’s financials before they met NIA:

Ed and Joanne, both in their 50s, have been married for years and had two teenage daughters in high school. As a Procurement Manager and a Teacher, they had a combined household income of $275,000… which sounds good on paper, but they were paying more than $78,000 in tax from their salaries and still had $250,000 to pay on the mortgage on their home, now worth $900,000.

In order to ensure they could comfortably retire by the time they were 65 with complete financial freedom, Ed and Joanne knew they needed to speed-up the growth of their wealth.

So they called NIA.

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results achieved with nia

How NIA Helped Make Things Much Better

NIA worked personally with Ed and Joanne on a strategy to build their wealth through intelligent property investments, paying off their mortgage faster and significantly reducing the tax they were paying. After just 5 years working with NIA, Ed and Joanne have successfully ticked all these boxes:

 

6 properties across Victoria, New South Wales & Queensland

Enough growth & cash flow to maintain borrowing capacity

Recycling equity back into expanding their property portfolio

Renovated their entire home

Paid off their mortgage ahead of time

Eliminated all non-deductible debt

Running a reliably positive cash flow status

Saving more than $30k every year on tax

Portfolio now worth more than $3million with 4.5% average yield

Book A Session Property Results

Ed & Joanne’s Portfolio After Just 5 Years with NIA

““I couldn’t believe it, absolutely thrilled””

I can’t praise Matt and his team at NIA enough. They understood my financial goals perfectly and matched us with properties that fit our evolving family plans. Despite challenges with builders and uncertainties, they kept our project on track with the original vision. Their support extended beyond the purchase; they guided us through leasing and answered all our property investment questions.

Moving into phase 2, I’ve been impressed with their adaptable approach to meet our changing needs. NIA is resourceful, trustworthy, and dedicated to delivering results. If you need a partner who can navigate obstacles and offer personalized property investment solutions, I highly recommend them.”

Gary & Tracy Gavin (NSW)

““I couldn’t believe it, absolutely thrilled””

I can’t praise Matt and his team at NIA enough. They understood my financial goals perfectly and matched us with properties that fit our evolving family plans. Despite challenges with builders and uncertainties, they kept our project on track with the original vision. Their support extended beyond the purchase; they guided us through leasing and answered all our property investment questions.

Moving into phase 2, I’ve been impressed with their adaptable approach to meet our changing needs. NIA is resourceful, trustworthy, and dedicated to delivering results. If you need a partner who can navigate obstacles and offer personalized property investment solutions, I highly recommend them.”

Gary & Tracy Gavin (NSW)

Ed & Joanne’s Case Study
Ed & Joanne’s Case Study