Patrick

Looking to get a foot on the property ladder, but unsure if it was possible financially, Patrick was referred to us by his parents, also valued clients of Townsend Wealth. After getting to know Patrick and his goals, we developed a strategy that would enable him to enter the market with the aim to build upon this further over time.

With our guidance, Patrick purchased his first investment property in an area of Sydney which presented an ideal opportunity for capital growth. The passive income and growth achieved from the initial investment property enabled Patrick to purchase a second property in a popular suburb of Melbourne. Impressed by our process, depth of experience and the service we deliver, Patrick has also referred many clients for both property and finance advice.

A client for 11 years, we have helped Patrick to enter the property investment market and to grow his investment portfolio with the purchase of a second property. To date, his investments have achieved approximately $325,000 in capital growth and continue to generate a passive income. With our help, Patrick is well on the way to achieving his goals and plans to add to his portfolio in the coming years.

“I have nothing but praise for Julian, Sean and the entire team. When I first met them in 2011, we discussed my financial goals and what timeframe I hoped to achieve them in. Every conversation since then has been with those goals in mind and how property would assist. Their focus on me as an individual, rather than just another client, gave me a great deal of confidence and is why I continue to work with them today.”