Success Stories
Sian, a mature single income client wanting to buy a home
Sian met with YRHM to review her current financial situation and ultimately wanted to purchase a residential home for herself, with a back-up plan of building an investment property to maximise her tax savings.
Sarah, deceased estate makeover and sale
Sarah and her siblings inherited a deceased estate. As a family, they decided to sell the property however, the land and property required a makeover.
Bob, planning for retirement
Owned his home but not enough superannuation for retirement. Bob wanted to semi-retire, but needed some passive income.
Jenny and Brad, looking to become investors in disability housing
Jenny and Brad wanted to purchase a NDIS Specialist Disability Accommodation (SDA) property as an investment.
Samuel, wanting to become a first time investor
Sam wanted to know if he could purchase an investment property. He was also considering a family member as a Guarantor.