Achieving Property Investment Goals: A WPG First-Timer Success Story

Helping everyday Australians make confident property decisions is a big part of what we do here at WPG Advisory. This is especially important for those who are entering the market for the first time. Our numerous glowing client testimonials are a testament to our success in this regard.

Here is one of our many investment success stories, where a client used one of our property investment strategies to turn a tricky starting point into a powerful investment springboard.

Excellent Investment Returns

Our client, based in Sydney and living in his first home, had a strong desire to grow a residential property portfolio. However, urban Sydney property prices were simply out of reach. Although he had a background in regional Australia, he was looking to open his prospects beyond the city limits, but he didn’t know where to begin.

That’s where WPG Advisory stepped in. We helped him to find a tailored strategy. After understanding his financial goals, we helped him shortlist different regional areas that could offer the right balance of affordability, growth potential, yield and long-term economic strength.

The town that stood out after this process was Tamworth. With some focused searching, we were able to uncover a property that matched his brief, which was priced at $398,000. Although it already had a tenant, we were able to negotiate a substantial discount with the seller, who was keen to sell quickly.

Two months after the deal was settled, the rent was increased by $40 per week following a lease review, which ultimately lifted the rental return to 5.1% gross or 3.5% net. Seven months later, a bank revaluation of the property revealed a 12% jump in capital value.

Overcoming Challenges

One of the major challenges for this client wasn’t just the affordability of the property but his own personal capacity. With full-time work and family commitments, he didn’t have the time or the know-how to evaluate markets accurately, compare deals or negotiate an effective settlement.

In partnering with WPG Advisory, he was able to gain access to professional expert insights, structure and the necessary support that enabled him to take decisive action and avoid many of the common first-time investor pitfalls.

What’s The Take-Away?

Through this experience, we proved that professional guidance can fast-track positive investment results. Thanks to early growth and improved rental income, our client was able to refinance much sooner than expected and bring forward his next purchase by almost two years.

This is a clear reminder that if you invest smartly, it doesn’t always have to be in your own backyard. With the right location, clear planning and expert support, regional property investments can deliver impressive results—even if you’re a first-time investor with no prior experience.

WPG Advisory has plenty of investment success stories and client testimonials just like this one that prove our approach to property investment strategies. Contact us today to get started.