Client profile Couple with two primary school aged children

Client Age 46 & 41

Client Goals  – Net $1,500 income a week by 2036.

Purchase Price $637,300 Dual Occ purchase

Date of Purchase 12th of May 2021

Yield Forecast 5.9%

Yield Achieved at Completion (based off purchase price)  7.4% Now 7.6%

Weekly Cash Flow @ 100% + Costs Borrowing

Predicted @ 4% Interest rate $720 rent  = + $98 week / + $5096

Achieved at Completion@ 5.5% IR and $905 rent  = + $130 week / + $6760 Annual 

Capital Appreciation – $637,000 purchase price to bank Valuation on the 2/01/2023 of $790,000. 24% increase in less than 2 years.

Location Research behind Location  – Loganholme QLD – Macro report from Oxford Economics, Core logic, SQM and Suburb Analysis from Proprietary PIERS software. 

Client profile Single Female

Client Age 37

Client Goals  – Net $2,500 income a week by 2044.

Purchase Price $517,500 Dual Occ Purchase

Date of Purchase 3rd of December 2019

Yield Forecast 6.6%

Yield Achieved at Completion (based off purchase price)  7.1% Now 9.0%

Weekly Cash Flow @ 80% + Costs Borrowing

Predicted @ 3.7% Interest rate $660 rent  = + $231 week / + $12,012 

Achieved at Completion@ 2.7% IR and $700 rent  = + $285 week / + $14,820 Annual 

Now @ 6.5% IR and $900 rent  = + $213 week / + $11,076 Annual

Capital Appreciation – $517,500 purchase price to estimated Valuation of $740,000 as at Nov 23 based on comparable. 43% increase in approximately 3 years.

Location Research behind Location  – Beenleigh QLD – Macro report from Oxford Economics, Core logic, SQM and Suburb Analysis from Proprietary PIERS software.