Young family looking to achieve financial independence


Capital City

Advertised price


Purchase price


Rental yield


Young family looking to achieve financial independence

Harry and Nicole were living a busy family life, but they wanted to invest in a property for their retirement. At first, they were planning to buy an off-the-plan property from someone who cold-called them. This person told them that this particular property investment offered a good strategy for tax minimisation.

Their father and personal mortgage broker, however, referred Simon from Worth Property Investing and told the couple to seek his professional advice first before making any decision.

Simon checked the property himself and found that this property’s location was not ideal, the house being offered was too high-end, it was a luxury dream home (rather than an investment) and to make matters worse, it was a least $70,000 overpriced.

The couple immediately entrusted Simon to find them a better investment property. Simon was able to source a more suitable option and even negotiated with the seller to allow Harry, a qualified Electrician, to personally make installations during the settlement period, adding more value and earning a higher rental return from the property.

What Our Client Says


I would highly recommend Simon and Worth Property Investing to anyone looking for an investment property. As a busy family, we quickly discovered we didn’t have the time to search for our first investment property ourselves. We were instantly impressed by Simon’s attention to detail and knowledge. His personable service was also very comforting. We felt confident that he would find us a solid investment, which he did.

Harry and Nicole - BARDEN RIDGE, SYDNEY