Case Study: Now we own 6 properties and a piece of land

What are your plans for the future?

Christine and Miriam feel as if their time of investing together may be drawing to a close.

Christine: “We’re probably coming to the end now. We are going to do a big re-look at our finances at the end of the year when our fixed terms are up.

“We have got to the point where Josh [her husband] and I will want to purchase one or two more in the next few years. Miriam and her partner will look to do something different because he’s a builder.

“We’re not against investing together, but we’re probably at the point now where we’re privileged enough to be able to do it separately.”

Miriam: “We have found that having different properties with different people starts to restrict you in terms of your overall debt. So where it helped us grow initially – especially for me as a person on a single income – now it’s become something that holds us back.

“So that restructure will be key for going into that next stage”.

You might be like Christine and Miriam. Maybe you started out investing with others, but now you feel a bit stuck and want to start your own portfolio.

Maybe you want to be financially independent like Christine.

Do you want the same service as Christine and Miriam? Your next step is to book a Portfolio Planning Session with us here at Opes Partners. Click here to learn more and book.