Nathan and Annie had already built a solid investment portfolio before engaging with us. As experienced and sophisticated investors, they had the right structures in place to scale their holdings. However, for this particular investment, they wanted to minimise land tax exposure and avoid the setup costs associated with creating a new trust. With this in mind, they approached us with a plan to purchase a property in WA, NT, ACT, or TAS, as they already had exposure to other markets.
After a thorough evaluation of their goals and our recent market insights, we decided to focus solely on Western Australia. The state offered a robust economy, strong population growth, and excellent rental yields—making it the perfect place to invest. With certain areas already seeing price increases of 25%+ in the past year and limited stock of low-maintenance, recently built properties, it became clear that this was the ideal market for their needs.
Within the first day of engagement, we honed in on Banksia Grove and two neighbouring suburbs. Just a day or so later, we had shortlisted the perfect property—a well-maintained home in an affluent pocket of the suburb. After swift negotiations and some back-and-forth, we successfully secured this outstanding investment for Nathan and Annie.
From engagement to exchange in under a week—we made it happen!
