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Shane & May


Shane and May*, both in their 50s, felt to some degree that they had left it a bit too late to begin their investment journey. But when they moved from interstate to Melbourne, they decided to pop in for a chat. In these open and honest conversations, Shane and May revealed that they were always thinking about retirement and were wanting to do something to chip away at it, but life got in the way and they were busy. So, with good incomes and a mindset to supplement their retirement through property, our Buyer’s Agent, Christa Batt, reassured them that she could find them a “set and forget” property to add to their future, without adding too much to today’s stress.


The Search Process

Having already bought their own home in Melbourne, Shane and May were keen to purchase another property, this time in their Self-Managed Super Fund that would have good growth potential for their retirement needs. With this in mind, we kept the search in Melbourne as its population and job opportunities, amongst other economic drivers, are reliable contributors towards capital growth.

The Selection

Due to the purchasing restrictions around SMSF, Christa located a high yielding, low maintenance property with land content. This was also within proximity to the city and central to the local lifestyle drivers, and was a welcome addition as Shane and May’s nest egg.

The Negotiation

Negotiations on the purchase price did take some time. But we kept at it, with Christa intimate with how to outsmart a real estate agent, and pretty soon we secured the property at Shane and May’s best price. Once this was locked in, Christa arranged tenant viewings, finding a quality, long term tenant to move in and pay for Shane and May’s future.

The Pre and Post Settlement Service

As usual we coordinated all contract reviews, additional contract conditions and various maintenance items that were included in the negotiations to be rectified by the landlord. Lastly, we assisted Shane and Mary with property management through recommended property management companies.

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