Client Profile:

• Family Situation: Dual-income middle-class couple with two mature children
• Investment Properties Owned: 1

The Challenge:

Approaching retirement age, this couple realised their superannuation savings were insufficient to support them in the long term. They needed a strategy to rapidly build up their retirement funds while reducing their home loan as quickly as possible.

The Solution:

With Mirren’s guidance, the couple secured an investment property delivering a strong rental yield of 4.97%. The property was structured to maximise tax benefits, generating immediate financial results and helping them address their retirement concerns.

The Outcome:

In just three months, they were able to:

• Pay $28,000 off their home loan using rental income and tax returns.
• Establish a stronger financial foundation to fast-track their superannuation growth.

This case study showcases how dual-income families can leverage property investment to tackle pressing financial challenges and secure a brighter future.