Their Portfolio Journey
Portfolio Summary
Initial deposit invested: $162,255
Portfolio purchased (2020–2023): $2,097,600
Current value (2025): $2,756,000
Growth to date: 31.39% in 5 years
Dormant equity unlocked: $658,400
Looking ahead to retirement, Michael & Janice’s portfolio is projected to deliver:
Projected value in 15 years: $5,027,020
Projected gain before tax: $2,929,420
Total projected result after tax: $1,981,578
Strategic Insights
This portfolio demonstrates the power of diversification across Queensland and Victoria. While Yeppoon and Meridan Plains have surged with Queensland’s strong population growth, Geelong and Melton South are set to benefit from Victoria’s ongoing recovery and infrastructure boom.
By balancing both states, Michael & Janice are well positioned to continue growing wealth regardless of market cycles — securing both lifestyle goals and a legacy for their family.
Testimonial
"We've bought several properties with Calla. We're currently in the process of settling two more properties. What's important for us is that we would have been able to realise some opportunities we would not have access to. The service of Calla is not like a property agent. They're actually helping you to build your portfolio and we learn a lot from them. It's really setting us up for success in the future."
Michael & Janice L.