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Priya’s Growing Portfolio

Our Approach
  • When we first met Priya in 2021, she was based in Melbourne, owned her own home, had a solid income, healthy savings, and even some equity built up—but she wasn’t using any of that to create long-term financial freedom.
  • She had a dream: “I want to run a charity in India… and one day build my own Miyawaki forest.” She just needed the right roadmap. So, we built one.

The Strategy: Building a 5-Property Portfolio

1
House and Land (2021)

We began with a brand-new house & land in Adelaide when the market was still emerging.

Purchase Price: $384,000

Today’s Value: $650,000+

Benefits: Positive cash flow + strong depreciation offsets

2
SMSF Property (2021)

Next, we unlocked her super with the help of a financial advisor and secured an off-the-plan townhouse.

Purchase Price: $400,000

Today’s Value: $650,000+

Structure: 3 Bed, 2 Bath, 2 Car

Purchased via Self-Managed Super Fund

3
Existing Dwelling in Wannanup (2022)

Perth was undergoing major economic transformation, and we seized the opportunity.

Purchase Price: $400,000

Today’s Value: $675,000+

The Results
  •  4-property portfolio across Australia 
  • $850,000+ equity built in 4 years — averaging over $200,000/year 
  • Majority of properties are positive or neutral cash flow
  • Fifth property underway, using a mix of equity and savings
Beyond the Numbers
  • Priya didn’t just want wealth—she wanted freedom. And now she’s positioned to:
  • Run her own charity in India
  • Buy rural land to grow her Miyawaki forest
  • Step away from the 9-to-5 and step into a purpose-led life
The Outcome
  • On Track for $2,500/Month Passive Income in 5–7 Years From idle equity to an active, growing portfolio—Priya is a shining example of what clarity, strategy, and action can achieve.