Accrue Real Estate | Dealing WIth Changes Explained by Managing Director

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Client ProfileHow one couple createda five-strong portfolioin a few yearsWhen Peter and Serena were in their early 40s, they realisedthey had to do something different to change their financial future.It’s not that the pair wasworried as such, but theyjust thought they couldbe doing more tocreate wealth for their family.It’s a common timeframe formany people whostart10 JAN 21 | accruerealestate.com.au
Client Profilecalculating how many years untilretirement lie ahead once the timestamp "40th birthday" has comeand gone.So, it was about six years ago– as the couple was having theirepiphany about their future wealthposition – that they met the teamat Accrue Real Estate.The pair had their own home atthe time, but had never starteddown the property investmentpath, so the meeting wasfortuitous timing.Peter and Serena were alsointerested in making theirsuperannuation work harder forthem via self-management at thetime.The couple soon met withAccrue and were impressed withthe in-depth information andresearch that the team had onhand as well as their professionalmanner.“What's really good is they havea wealth of information,but they'renot pushy. I think that's veryimportant,” Serena says.“Basically they have all theirinformation because, naturally,being the first time going in, wegot the info and then we wentback and did our homework, andit all added up.”The couple were soon theproud owners of not one, buttwo investment properties – onebought in their self-managedsuper fund and the other in theirown names.But it wasn’t long before the pairbought another property usingAccrue’s expertise – and then theybought another one.In 2021, the pair aimsto add a fifthinvestment property to theirportfolio using the Accrue team.While Serena and Peter notonly have a sound understandingof using "other people’s money"(i.e. the banks) to improve theirfinancial future, they also ensurethey have cash flow risk mitigationBEING THE FIRST TIME GOING IN, WE GOT THE INFO ANDTHEN WE WENT BACK AND DID OUR HOMEWORK, AND"it all added up"strategies via buffers in place forany unforeseen expenses.Serena says they havealways been impressed bythe preciseness of Accrue’srecommendations of potentialproperty investment locations overthe years.“They have a lot of connectionsand they come up with all of theselocations with plans,” she says.“What really impressed us isthey actually were very precisewith the percentage ofowner-occupierandaccruerealestate.com.au | JAN 21 11
Page 1 and 2: 2021Year of thePropertyJANUARY 2021
Page 3 and 4: welcomeA message fromour managingdi
Page 5 and 6: Feature StoryWith this knowledge to
Page 7 and 8: Feature StoryAGENTS ARE REPORTING E
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Page 13 and 14: The Data DeckOuter West BrisbaneSou
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Accrue Real Estate | Dealing WIth Changes Explained by Managing Director

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