Our Clients

Sharlee and Tony

We are delighted to share the journey of Sharlee and Tony, an exceptional couple who have achieved success through property investment. Sharlee's keen eye for excellent properties has made her an exemplary investor, which she balances with her role as a devoted mother to their son and daughter. Tony, known for his down-to-earth nature, brings joy to those around him through his musical talent.

As valued clients of the Investax Group for over a decade, Sharlee and Tony have established various trust structures, including a self-managed super fund, to manage their multiple investment properties. Their partnership with Ershad and Defy has grown into a trusted connection built on guidance and expertise.

“We're so grateful that you and your team have been supporting us throughout this journey. I always feel at ease discussing my wealth creation plans with you and Defy. I have learned a lot along the way!”

Real Estate Success Story: Pradeep Parihar

Pradeep Parihar has been a valued client for over a decade. A successful real estate agent and property consultant with deep market insight, his expertise has helped countless clients achieve their property goals. His wife Sunita, also our client, specialises in the retail industry, working with high-end businesses.

Their children, Komal and Rahul, have been clients from the start and now own four investment properties. Many clients ask how they can buy investment properties on an average Australian income — Rahul and Komal show that with proper guidance and a team of experts, it's achievable.

Sheree Orbell: Empowering Families through Orbell Family Lawyers

Sheree Orbell is the driving force behind Orbell Family Lawyers, a distinguished practice specialising in family law. Previously a partner at a leading Sydney firm, she made the bold decision to prioritise a balanced life — establishing her own practice so she could excel in her career while spending quality time with her children and husband.

We supported Sheree in establishing the practice and advised on ownership structures, allowing her to build a diverse portfolio of residential and commercial properties structured for seamless business operations without compromising asset protection.

If you seek legal expertise in family law matters, we encourage you to reach out to Sheree and her team at Orbell Family Lawyers.

Con and Nick Aifantis: The Visionaries behind Pool and Spa Warehouse

When we first crossed paths with Con and Nick, they had a single store and ambitious dreams. Their business acumen and decision-making propelled them to establish multiple thriving stores — a true example of entrepreneurship and determination.

They have also proven to be astute property investors. We have been privileged to help shape their business and investment structures, developing strategies aligned with their goals so both their business and property investments thrive.

Kobe and Milly Kan — Pioneers in Property Investment and Fashion Excellence

Kobe and Milly, two ambitious sisters, are successful property investors and talented young entrepreneurs. From the very beginning of their property and business endeavours, we have stood by their side — advising on the most suitable ownership structures for their business and investment properties.

Their deep understanding of the fashion world led them to establish MNK Atelier, a brand for discerning clients seeking high-end clothing and exquisite design. We take pride in being a trusted partner throughout their growth.

Kobe and Milly are kindly extending a 20% discount to all our clients — use the code INVEST20.

Tim's Journey — Building Success in Business and Property Investment

Tim is the driving force behind Oz Strut, a prominent supplier of fittings and fastening tools to the construction industry. With exceptional business acumen and relentless hard work, he has established and nurtured the company's growth.

Tim is also an excellent property investor, building a portfolio that includes commercial warehouses to generate passive income. We have been involved since the start-up phase, creating multiple business and asset structures that keep his group's business and investment ventures running seamlessly.

Peter and Nat — Medical Professionals and Property Investors

What makes Peter and Nat remarkable is their teamwork. While Peter focuses on his medical practice, Nat takes charge of portfolio management and cash flow — all while raising three children. She is the strong pillar supporting their successful investment portfolio.

For more than a decade we have overseen their affairs, supporting various investment structures including a self-managed super fund. We are truly grateful for their loyalty and trust over the years.