Case Studies
Explore the impactful journeys of our clients through our detailed case studies. At Portfolio, we take pride in the significant and positive changes we’ve facilitated in our clients' financial lives. Each case study is a testament to the effectiveness of our tailored strategies and our commitment to achieving financial freedom and growth for our clients.
Our Success Stories
We take pride in the significant and positive changes we’ve facilitated in our clients' financial lives. Hear from our clients who have experienced the Portfolio difference:
“As I was preparing to sell my home, I started watching Your Money Saturday mornings regularly, to get an insight to what’s happening in the property auction world. It’s where I saw an interview with Todd Polke. That’s when my life changed!
We now earn over 6 figures in income per year from the portfolio and have investments due to return profits of 6 figures within 12 months and have a blue-chip portfolio of property which are going to continue to grow in value and we are now financially free.”
- Tony Layton
“During our first meeting with Todd, most things flew past us, but some things stuck like starting young, money in offset account and needing a support team around you. What I liked most was meeting someone who has done it, is doing it and someone who we could aspire to. Todd was also quite young who we could relate to.
What we have now, our knowledge and mindset is invaluable to say the least. It has also managed to resonate to close friends and family and we feel deep gratitude in being able to help the most important people around us!”
- Peter Phan
“Honestly, things felt hopeless, and we already had other so-called experts tell us they couldn’t help, but just to keep trying to save. Things had to change!
We learnt along the way that investing was so much more than just buying a few properties, but was way more holistic and possible, than we thought. Some strategies increased our monthly income with a new consistent stream growing our cashflow. I was able to re-create my buffers and finally got my sleep at night factor back for me and my family.”
- Shaun Thomas
“Before getting coached by Todd, we looked around at the lifestyle most other people have and quickly realised that it wasn’t the lifestyle we wanted to live. We wanted more choices, more freedom and more of a lifestyle. We knew our day jobs were never going to get us there.
“After we started working with Todd everything in how we view money, investing, time and lifestyle has changed. It has been both challenging and rewarding and at times awkward too because we had to think about how our lifestyle actually was and realised it was our thinking getting in the way of creating the results we wanted.”
- Ben & Alice
“Apart from putting aside some savings and a few shares, my wife and I had next to no assets to our names and felt stuck in our jobs. I always felt that there must be another way, but just had no idea how.
Working with Todd has been an amazing experience. He makes growing wealth simple to understand and effective. 8 months later, our financial situation and financial future looks very different.”
- Rodney Ong
“I was looking to meet some like-minded people and catch up with the latest property strategies. I was immediately impressed with Todd’s knowledge, honesty, belief in health and wellbeing and was drawn to his friendly, approachable attitude. I noticed in one of his videos that he had read many of the same books that I had on property, wealth and personal development.
Along with his PT background, I was confident that he had the ability to make a difference to my business and personal growth. “
- Belinda Smith
"Do not seek to follow in the footsteps of the wise; seek what they sought."
— Matsuo Basho