SUCCESS STORY: From Retirement Worries to a Thriving Investment Portfolio in Just 5 Years
- Joean Soliman
- Sep 30
- 2 min read
Michael and his wife Janice first met the Calla team at the Inspired by Women event in October 2019. At the time, they were concerned about how they’d fund their retirement.
Together, we crafted a strategy focused on building a diversified portfolio, generating passive income, and unlocking long-term growth. Just a few years later, their portfolio has grown substantially — positioning them for the lifestyle they always dreamed of.
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.
Every property journey is more than an investment—it’s about building a legacy for generations.
Do you have any questions? Call us at:
+61 407 465 850 | +61 482 080 189
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