DR SOPHIE’S CASE STUDY

A Time-Poor Emergency Doctor Turns Two Purchases into ~$228,000

Before they met NIA

Dr Sophie is the classic high-income professional the wealth gap catches out. A demanding specialist role delivered an excellent salary, and an equally demanding tax bill. Time was her scarcest asset, and every hour spent at work was an hour she couldn’t spend researching or managing investments.

Her frustration was sharp: a high income is not the same as financial security, and she knew it. She wanted a partner who could design and run a property strategy around her schedule, not add to it.

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results achieved with nia

How NIA Helped Make Things Much Better

Through NIA’s LEAP Roadmap, Dr Sophie moved from intention to ownership with two carefully selected house-and-land investments in Queensland: one in Burrum Heads on the Hervey Bay coast, the other in Logan Reserve in Brisbane’s south. Both were chosen for land value, rental demand and long-term growth. Around eighteen months on, the results made the case on their own.

Two house-and-land investments acquired

Combined purchase price of $1,587,100

Combined valuation of $1,815,000

Around $227,900 in equity in 18 months

Gross yields of 4.25% and 4.68%

Weekly rents of $630 and $730

A hands-off strategy around a demanding roster

Now exploring a third investment

The Portfolio – Investment 1

Dr Sophie 1

Investment 2

Dr Sophie 2

Investment 3

Dr Sophie 3