| Client Stories & testimonials

Hear from some of our clients

Our clients are our greatest advocates – here’s what they say about their experience with Finvest.

Client testimonials

Lis and the team at Finvest are absolute quality in terms of service, knowledge and personal experience. They have helped change my life for the better and drastically reduce the tax I pay. They remove the jargon and industry talk to speak with you as a friend. Very happy client!

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It was really my first time of gathering some information about the option of investing in property. It was a very relaxed event, with a lot of information about all sides of investing in property. I found it very interesting and would like to come back to another event

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The team at Finvest has literally changed the lives of myself and my entire family ...with our future that much more secure, we can focus on giving more to our clients today! Keep up the great work guys.

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Jai Barkley

Getting started in the property market can be a daunting experience. Coming from a nursing background, I was very confused with all the real estate jargon. I was very fortunate to meet Lis & her team at Finvest and they guided me every step of the way. They were personal, attentive and professional. More importantly, they made it happen for me! 🔑😄 I highly recommend their services & expertise Thank-you Finvest! <3

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Tiffany Leung

Investing in property is a complicated and somewhat scary process. I was fortunate enough to find Lisa and the Finvest team. The professionalism, wealth of knowledge and care that I have been shown is amazing. I know that my property investment dreams are in safe hands!

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Allan Sheeran

In the past year, Finvest helped 6 of my clients get their best investment properties. All First-time buyers. Love their work and products ! Well done !

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Rocky Ng

The team at Finvest are an absolute pleasure to deal with. Professional, helpful and insightful. I truly look forward to working with you again in the coming future. Much love to you all.

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Monica M

I had a great experience purchasing a property through Lisa. Lisa is knowledgeable, professional and easy to deal with.

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Nathan Wakeford

I’ve been to all 5 Health is Wealth events and I can honestly say each one gets better and better! Finvest will give you the tools, knowledge and support to find the right fit for you based on you!

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Nathan Wakeford
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Explore our client stories...

Meet Jai - Self employed dance instructor

0-4 properties in 18 months. Jai’s monthly rental income is now over $10,000 – or $120,000 yearly! Jai had been a self-employ dance instructor for eight years and a property investor for just over twelve months.

Jai’s core motivation was family, so Finvest helped to ensure that education, time and choices were made a priority.

Meet Justin

Justin started as a new investor at 29. After purchasing an apartment with a first home owners grant, then refinancing and buying another apartment, Justin accessed a third property using a grant which allowed for greater cash-flow. This began a series of successes in property and finance.

Justin’s income was $76,701, tax payable of $17,387. After our Finvest makeover it was reduced to only $10.74c.

Meet Zi

Zi now lives in NYC! Her investment through Finvest is positively geared and has positive cashflow and it did since day 1.

We even had a master builder draw custom for her build on an irregular corner lot, which many builders simply don’t do. This means an ‘offcut’ of additional land which our lovely Zi captured in her beautiful property in Point Cook, VIC.
Blue skies indeed!

Discover what's possible

Book a FREE investor session

Arrange an informal 20 minute session to talk about your goals and explore your options. We’ll outline our no-fee client education program and explain how it can help you achieve your goals. Our sessions can take place online via ZOOM or by phone

free property investment events

Attend a FREE investor event

Come behind the scenes of the property market. Our investment events are a great way to start learning about the Victorian investment property market in a relaxed, no-pressure environment. Chat with current investors who have already started their investment journey and our panel of experts. 

Download our FREE guide

Our free guide is designed to help you get started. Full of helpful tips and definitions, our free downloadable guide will help you understand the market and be ready to start.


Join our investor community

Heard enough? Follow in the footsteps of Jai, Justin and Zi, and start your property investment journey today. Starting is easy – book a no-obligation personal session with us  (by phone or Zoom). We’ll explain how our education sessions work, what you’ll learn and how  we  can help you get started.