Case Study: How Dolly and Billy Turned Home Equity into a Future with Staircase

The Challenge

Dolly and Billy bought their first home 12 years ago. After a few years of paying down their mortgage, they realised they had built up equity but were not sure how to use it.  

Like many homeowners, they faced three challenges:

1. They wanted to invest but did not know where to start.

2. They worried about putting their biggest asset, their home, at risk.

3. They wanted a hands-off approach where experts could manage the details.  

“We kind of wanted to do as little as possible. Can we just tell you we want to invest, and you guys can do everything? And they offered all of that for us.” 

The Solution 

After some online research, Dolly found Staircase. Within weeks, a consultant visited their home with investment portfolios, options, and clear explanations.

From there, they were introduced to the wider Staircase team of finance specialists, accountants, and property experts who covered every angle.  

“They just have every angle covered. It’s amazing.”  

Staircase’s approach reassured them that:

• Their equity, not the base value of their home, would be used, keeping their biggest asset safe.

• They could rely on a complete service from identifying opportunities to managing the process.

• They would be supported by a team of specialists who understood property investment inside and out. 

The Results 

The couple signed up immediately and have not looked back. Their portfolio has not only supported their long term retirement plans but also created a way to help their children in the future.  

“It will certainly help us help our children too in the future, as well as retirement. The kids know about the investment properties and they are excited, because at some point they will benefit too.”  

They have also felt confident through market and policy changes. When government rules shifted, Staircase provided clear updates and reassurance.  

“They have completely got our backs, 100 percent. When the ring fencing rules changed, they explained the situation and gave us confidence nothing would change for us.” 

The Testimonial

 

For Dolly and Billy, the value of Staircase has been more than financial. It is peace of mind.  

“I cannot sing their praises enough. For someone who did not know what we were doing, it was a godsend. Without their help, we would be in a sad situation with retirement looming closer every year. If anyone younger than us is looking to do it, do it now.” 

Conclusion 

Dolly and Billy turned their home equity into a solid investment strategy with Staircase. By providing expert guidance, managing the process from start to finish, and keeping clients informed, Staircase has given them both security and opportunity.  

“If someone is thinking about investing, I would say 100 percent ring Staircase.” 

Start building your investment strategy with Staircase today!