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The Investor

Meet Shane

The 35 year old started his property investment journey when he was living at home with his parents and dog.  He bought his first investment property in 2006 and is now up to investment number 3.

Shane had some money saved, enough for a deposit on 3 bedroom, 3 bathroom property located in Croydon, Victoria. He never thought this purchase would lead to two more and make him money while he's sleeping.

What Shane needs

Shane needed to understand his numbers and need advice on how much he could afford for his first house first. One property was his short term goal, multiple properties was his long term goal. He needed a plan. 

How FinancePath can help

Shane was energetic and enthusiastic about extending his property portfolio. He needed to understand what type of investment return he should be aiming for and our Property Investment Analysis Report was a good place to start. We educated Shane about the recent changes in investment loans and what impact it has on him.

Shane also attended our wealth seminar, where he gained a better understanding of his numbers, the value of his existing property.  A plan was then developed for his next purchase.

"FinancePath held my hand through the whole mortgage process and I now I feel empowered".

 

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