In 2022, an investor approached IFP Advisory with a clear goal: to build on their existing property portfolio strategically and sustainably. While they had already made progress with their portfolio, they wanted to ensure their next steps aligned with their financial goals and would set them up for future success.

Recognising the need for professional guidance, they chose IFP Advisory, drawn by our reputation as Qualified Property Investment Advisors (QPIAs) and PIPA members. They sought a team that could deliver not just advice but a tailored strategy to maximise their portfolio’s potential.

Starting with a Portfolio Review
Our first step was a comprehensive review of the client’s existing portfolio. We assessed their current assets, cashflow, equity, and market exposure. This allowed us to identify opportunities for diversification while ensuring their next purchase complemented their existing investments.

Through this review, it became clear the client’s goals were twofold:

1. Secure a property that could provide strong rental returns to support their cashflow.
2. Target a high-growth location that would offer long-term equity gains and position them for quick reinvestment opportunities.

With this in mind, we crafted a strategy that balanced immediate income with future flexibility and aligned with the client’s vision of building a resilient and diversified portfolio.

Choosing the right property
Based on the portfolio review and the client’s financial position, we identified a dual-key property in South Yunderup, WA. This property was selected not only for its immediate cashflow benefits but also for its potential to enhance the overall strength of their portfolio.

South Yunderup stood out for several reasons:

• Diversification: Its location provided exposure to a different market, reducing reliance on their existing investments.
• Infrastructure Growth: The area boasted ongoing developments, including parks, schools, retail facilities, and planned transport upgrades, driving long-term value.
• Rental Demand: With a low vacancy rate of just 0.9%, South Yunderup promised steady rental income.
• Future Appeal: Its affordability and lifestyle offerings attracted a growing population, ensuring sustained demand.

The dual-key property was a standout choice. It offered two income streams under one roof, boosting rental returns while maintaining flexibility for future opportunities.

Executing the strategy
Once the property was secured, we worked closely with the client to implement the strategy. As QPIAs, we not only ensured the purchase process was seamless but also provided end-to-end guidance on structuring their finances, setting rental expectations, and positioning the property for success.

One of the key components of the strategy was building in a flexible exit plan. The dual-key design allows for a seamless conversion into a large five-bedroom home, appealing to families and broadening the buyer market when it comes time to sell.
With this strategic addition, the client’s portfolio was not only diversified but also positioned for rapid reinvestment.

Outstanding results
In just 2.6 years, the results have been extraordinary:

• Capital Growth: The property’s value increased from $613,900 to $800,000–$880,000, reflecting a 30% gain and an average annual growth rate of 12%.
• Rental Income: Exceeding expectations, the property now generates $970 per week, delivering a yield of 8.22%.
• Equity Growth: With $200,000–$260,000 in equity, the client is now positioned to expand their portfolio further.
• Return on Investment: Starting with an upfront cash investment of just $30,000, they could control a $613,900 property.

This success gave the client the confidence and financial capacity to continue growing their portfolio quickly and strategically, leveraging equity gains to move forward.

Why IFP Advisory?
The success of this journey lies in the partnership between the client and our team. At IFP Advisory, we pride ourselves on creating tailored strategies that align with each client’s goals, leveraging our expertise as QPIAs and PIPA members to provide ethical, transparent, and data-driven advice.

By starting with a detailed portfolio review, we ensured every decision complemented their existing investments, creating a foundation for continued success.

Looking ahead
With their portfolio now valued at over $5.5 million and a total gain of 64.48%, this client is on track to achieve their long-term financial goals. Our ongoing reviews and tailored advice continue to support their growth, ensuring every step is as strategic and successful as the last.

Your success story starts here
Whether you are just starting out or looking to build on an existing portfolio, IFP Advisory is here to help. Our personalised strategies and expert guidance ensure every decision is a step toward achieving your financial goals.

For further insights on property investment, avoiding common pitfalls and staying informed about market conditions. reach out to John Tsoulos or Frank Pennis at IFP Advisory on (08) 8423 6176. Your investment success depends on making informed, strategic decisions.

IFP Advisory is an Accredited ASPIRE Property Advisor Network advisor and all professionals are Qualified Property Investment Advisors (QPIA). Property investing is about purchasing a property that aligns with your goals and investment strategy. You should never be sold an investment. Know your numbers! If you invest wisely and strategically, the Australian residential property market can be a rewarding venture.