Case Study: Josh

Josh was in a position most people would kill to find themselves in – he had too much money. Between his personal wealth and his successful business, he knew he was at a period in his life where money sitting in the bank wasn’t doing him much good.


He was ready to invest, because he felt his money was depreciating, and he could see his wealth grow if he invested in the right assets. As a first-time investor, he knew he was interested in the property but really didn’t know where to begin. Living Property provided the guidance Josh needed to make his $1 million dollars go further to meet his financial growth goals.

Why Did Josh Need Living Property?

Josh had the money but lacked the confidence to make a decision on where he could invest his $1 million. Despite having above-average savings, he wasn’t comfortable jumping feet first into property investment without guidance. He believes in doing what you’re good at and letting others take care of the rest.


However, as he watched people in worse boats than him invest less than a million dollars and watch their wealth grow, he realized he was earning a mere 2% interest with his money just sitting in the bank. In this case, Living Property had the knowledge and experience he needed to provide peace of mind and guide him on his first property investment.

How Did Josh Decide Living Property Could Meet His Needs?

In Josh’s case, it started with a referral from an already successful real estate investor. With over 40 properties in his portfolio, a recommendation to trust Living Property was enough to send Josh to Oliver’s door. However, from the initial conversation with Oliver, Josh knew he was putting his best interests first. He focuses on his situation and wasn’t calculating how much money he could earn in commission. He felt a “good vibe” from Oliver right off the bat and knew he could trust him to help him make the right decisions.



What Were the Main Differentiators for Living Property?

Josh was struck by how much interest Oliver had in his plans. It wasn’t a simple discussion about wanting to buy a property, but instead, Oliver asked important questions to understand Josh’s needs and goals. When Josh said he was thinking of investing $1.5 million in a property in Caulfield North in Melbourne, Oliver automatically asked, "What do you want? Do you want to live there or is it an investment?"

Josh said he was looking for an investment and Oliver explained that with that kind of money, if Josh was open to options, he could get two or three properties by expanding his search. He explained how they could look at areas that would provide Josh with both higher rental yield and more capital growth potential. Josh appreciated the fact there was no cookie-cutter, one size fits all approach. Oliver was very strategic in his thinking, ensuring he understood Josh’s goals to create a plan that was suited to his personal situation.

How Did Living Property Help Josh Resolve His Issues?

Living Property offered a process and methodology that showed Josh the path he should take and why. He felt the process was easy, with Oliver in the driver’s seat taking the most direct route to get Josh where he wanted to go. As an electrician running his own business, he didn’t have the time to research properties and conduct a search. And even if he did, he didn’t have enough knowledge of the market.


As he pointed out, he reckoned he’d invest somewhere in or around Melbourne, when in fact this was the worst area if he wanted to see his investment pay off. He was able to simply say "Here's the money I've got. You tell me what's best and I'll say yes or no." Oliver was able to take the request, complete the search and come back with data and market research to support his recommendation. He offered options, so Josh could have the final say. In Josh’s case, all the data wasn’t as important as his gut feeling that he could trust Oliver to guide him to the best-performing investment opportunities.

How Did Living Property Help Josh Meet His Goals?

Living Property is results based helping Josh find a cash-positive investment, with statistics and figures to back it up. He was able to take his money from sitting docile in the bank to creating a capital gains producing investment. The strategy will help him grow his wealth with very little effort while enjoying complete peace of mind.

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