First Investment Made Simple

For this financially astute accountant entering the investment market for the first time, we delivered a clear, executable strategy and supported her through implementation from search to settlement. Rather than chasing complexity, we secured an entry-level, “set and forget” property in Greater Melbourne that balanced affordability with strong rental demand, giving her confidence in both cashflow and long-term capital growth. The outcome was a low-maintenance, fundamentals-backed asset that fits neatly within her financial plan, allowing her to build wealth without distraction while she continues to focus on her career and future investment goals.

• 
  Purchase Month:
  November, 2025
• 
  Months Owned:
  3
• 
  Purchase Price:
  $571,000
• 
  Gross Rental Yield (%):
  4.10%
• 
  Current Bank Value:
  $591,000
• 
  Total Capital Growth:
  $20,000
• 
  Capital Growth Per Month:
  $6,667
• 
  Annualised Growth (%):
  14.01%
• 
  Capital Growth (%):
  3.50%
• 
  Configuration:
  3 Bedrooms / 1 Bathroom / 1 Carspace
• 
  Land Size (Sqm):
  601 sqm