CASE IN PROFILE
- Time-poor professionals with young family
- Needed to minimise tax liability
- 3 properties purchased through Ironfish
- Diversified across multiple cities and housing types
CASE IN PROFILE
Avoiding buyer’s remorse
Robert and Paula had been considering property investment as a tax minimisation strategy for some time – being higher income earners and having built up some equity in their own home. After talking to a few companies, they signed a contract to purchase one off-the-plan property, but immediately started to experience some ‘buyer’s remorse’. At this point, a friend suggested they meet with Ironfish Chief Investment Strategist, Priscilla Cheung. Their friend had invested with Priscilla in the past, and had a lot of trust and respect for both Priscilla and the Ironfish investment platform.
“We hadn’t heard of Ironfish before, but because of the recommendation, we thought we’d meet Priscilla and hear her out. As a result of our meeting, we actually ended up cancelling our other contract and went with Ironfish instead, because we could feel straight away that Priscilla genuinely had our interest at heart.”
No more bells and whistles
Their first meeting with Priscilla took place at their home, after hours – a personal touch that was greatly appreciated by Rob and Paula.
“With the other company, there was a feeling that we were being buttered up – going into a flashy office, being taken out for lunch, having coffees brought to us. By contrast, Priscilla came to our home – and with the kids and an extremely difficult and demanding job – we appreciate this flexibility.
“What sold us was that she set it all out plainly – she said if we went with the other company, that we’d still be doing the right thing. She confirmed that everything the other company had told us was sound and there was no reason not to go ahead with our purchase. She wasn’t putting it down, she was just interested in what was good for us. What she did say was that if we did choose to invest with her, that she would be able to provide an extra level of service that we wouldn’t necessarily get elsewhere. And given that we are incredibly time poor, we really valued this.”