Lee and her husband Christopher, a leadership coach, are raising their two daughters while building a long-term wealth strategy. Back in 2017, they were “rentvesting” and planning for their future, ready to take their wealth-building journey to the next level.
Their goals were clear:
✔ Semi-retire sooner
✔ Build a strong investment portfolio
✔ Minimise tax
✔ Create a legacy by leaving their children one or two properties each
With Calla’s guidance, they’ve since built a diversified portfolio across two states.
With Calla’s tailored advice, they secured:
And most recently, Lee and Christopher are excited to be building their 4th property with Calla’s help—a dual occupancy in Bargara, a thriving beachside region in QLD near Bundaberg, purchased in January 2025 for $961,875, scheduled for completion in Q2 2026.
Portfolio Summary
With an initial deposit of just $112,254, Lee & Christopher’s three completed Calla properties (excluding their upcoming Bargara purchase) have achieved 42.6% growth in 8 years — increasing from $1,346,585 (purchased across 2017–2020) to $1,920,000 in 2025, unlocking $573,415 in dormant equity.
This positions them strongly for semi-retirement and future wealth creation, while also setting up a long-term legacy for their children.
📊 This portfolio highlights the power of diversification. While Victoria was slower to recover following extended lockdowns, Queensland’s Sunshine Coast market has seen significant growth over the same period. Now, with Victoria positioned for strong future performance, Lee & Christopher are well-placed to benefit from both regions. Their results show how a research-driven, diversified strategy can outperform the market — even through challenging economic conditions.
Testimonial
"Trust, credibility, and depth are the traits that we look for in our advisers, so we were delighted to find Susan and the team. Their research has rigour, their thorough preparation, and their thoughtful insights. Further, their links to other high-quality specialists across the project have been invaluable. Three properties in, and we can't wait to collaborate on the next. Thank you so much."
Christopher & Lee P.