Kapil & Teena Success:
2 Investment Properties
In 4 Months!
In 4 Months!
$80K
Equity Growth
2
Properties
4
Months
Our Client
Kapil and Teena are based in North Kellyville with two children (16 and 10). Kapil is a full-time mortgage broker, and they own a nearly paid-off PPOR.
They are looking to invest through their SMSF, which is already established with rollover pending. Finance and equity assessment are yet to be completed, but they are keen to purchase ASAP.
How We Helped
Guided Kapil and Teena through their SMSF property investment strategy, helping them identify suitable investment opportunities aligned with their long-term wealth goals. Supported them with property selection, due diligence and the acquisition process to make a confident investment decision.
PORTFOLIO ROADMAP
PORTFOLIO ROADMAP
A clear view of how Kapil & Teena built a four-property portfolio over 4 months, with each acquisition contributing to long-term equity growth.
SETTLED April 2026
Purchase Price
$750,000
Current Value
$790,000
Capital Growth
5.33%
Portfolio Stage
1 of 2
SETTLED May 2026
Purchase Price
$750,000
Current Value
$790,000
Capital Growth
5.33%
Portfolio Stage
2 of 2
