Meet Hester and Elizabeth, two sisters who came to Australia seeking a better life. Like many, they were concerned about their financial future, particularly retirement. This is their story of how they navigated property investment to achieve financial security.
1. Their Challenge:
“We couldn’t afford to retire,” Hester explains. “Elizabeth and I had entangled finances. We had an investment property together, and we also shared the unit we lived in.” This complex financial situation, combined with concerns about insufficient superannuation after coming to Australia later in life, created a sense of uncertainty about their retirement prospects. “It was scary,” Hester recalls. “It wasn’t something I’d done before. It’s confronting. People often ignore these things, hoping they’ll work out. Then suddenly, you get there and it’s like…”
2. Why Haverton?
Hester and Elizabeth needed a partner they could trust. “You always have to be wary of what people tell you. It might not be what happens in the end. I encourage everyone to be skeptical,” Hester advises. However, Haverton stood out. “Another thing that made it easier was the guarantee,” Hester notes, referring to Haverton’s assurance of finding tenants. This, along with Haverton’s expertise, provided a crucial sense of security in an “unknown area.”
3. The Discovery Call:
The initial meetings were pivotal. “I remember our first meeting at your kitchen table,” Hester says. “You’d just done some calculations about when I could retire, whether I’d be able to, and what that might look like.” For Elizabeth, the clarity was essential. “What was good for me from the beginning was the roadmap, the journey,” she says. “And the support we had from the partners, the brokers who helped us with finances. That was mapped out properly and took us through the whole process.”
4. Their Customer Journey:
Hester and Elizabeth’s journey involved several key steps:
Financial Separation: A crucial early step was separating their finances. “That was a way to get a bit of separation in our finances,” Hester explains.
Initial Investment: They invested in their first property, and the process went smoothly. “It went smoothly. No issues at all,” Hester recalls. Importantly, “The rent has gone up, which is nice. You also own an asset now that’s in your own name, and it’s worth more than when you started.”
Ongoing Investment: Their success led to further investment. “We’ve just organized the next one. So that makes three,” Hester shares. This demonstrates Haverton’s role as a long-term partner, not just a builder..”
5. Outcome:
Hester and Elizabeth have achieved significant financial progress. Hester highlights the tangible results: “You also own an asset now that’s in your own name, and it’s worth more than when you started.” They are building wealth and securing their retirement.
6. Client Satisfaction:
“I would say definitely go for it. Look at your own circumstances, decide where you want to go, and trust this company,” Hester declares. “You have such a brilliant track record. That speaks volumes. That’s why we have to protect it.”
7. Transformation:
Working with Haverton has transformed Hester and Elizabeth’s outlook on their future. They’ve moved into their “super cool new place” and are on track to achieve the retirement they once thought was out of reach. As Elizabeth explains, having the property provides security for potential future needs, such as aged care.
8. Their Advice to Others:
“Please go forward and do it. Don’t wait,” Elizabeth urges. Hester adds, “Please don’t let your fear stop you.” Their advice emphasizes the importance of taking action and trusting the right partner. “If you’re sitting there thinking, is there a right time? If you can do it now, do it,” one of the sisters says. “You’re actually in a riskier position if you don’t, if you don’t do.”
Conclusion:
Hester and Elizabeth’s story is a testament to the power of informed property investment. Through a strategic partnership with Haverton, they overcame their financial challenges and are now building a secure future. Their journey highlights the importance of trust, expert guidance, and taking decisive action.
Hester and Elizabeth secured their retirement dreams with Haverton—could you be next? They once worried about their financial future, but after a Discovery Call, they found a clear strategy to invest without stress. Now, they’re on track to retire comfortably.
📈 Find out how our proven strategy could work for you.
