Client Profile:

• Profession: Self-employed business owner
• Family Situation: Young family
• Investment Properties Owned: 3

The Challenge:

This client, referred to Mirren by an existing customer, faced a heavy tax burden and sought a solution to reduce taxes while building wealth for his family’s future. Impressed by our tailored strategies, he has since referred seven others to Mirren.

The Solution:

Mirren helped the client acquire a portfolio of three cash flow-positive investment properties, including a recent addition with a rental yield of 5.20%. These properties were strategically structured to:

• Significantly reduce his annual tax burden to single digits.
• Generate steady income to pay off investment debts.

The Outcome:

With his home loan already paid off, the client is now well-positioned to set up his children to purchase their own homes in Sydney in the coming years.

Future Plans:

Looking ahead, the client plans to invest in a Self-Managed Super Fund (SMSF) property, further boosting his retirement savings. His ultimate goal is to retire comfortably at the age of 59, supported by a strong superannuation portfolio.