Simon’s Property Journey with Staircase

When Simon first started thinking about investing, it wasn’t about chasing quick gains. It was about making his hard-earned savings work harder. After paying off his first home, Simon found himself with a decent deposit sitting in the bank, earning little interest.

“I’d built up a good amount over the years,” Simon said. “But the rates were low, and I wanted to do something smarter with it. Property just made sense to me. It’s something you can see, it holds value, and it gives you long-term security.”

That curiosity led him to Staircase. “I think it was an online ad or article that caught my eye,” he said. “I got in touch, and the team came back to me quickly. From there everything just clicked.”

Even during the post-COVID period, when in-person meetings were difficult, Simon found the process straightforward. “Everything was done through video calls with the team, from the financial planning to the legal side. Communication was clear, and the whole thing came together faster than I expected. I think it took less than six months from start to finish.”

Simon ended up investing in a property in Queenstown, a market that has grown steadily since. “It’s been great. The tenants have all been reliable, and the property management team makes it completely stress-free for me. I also use Staircase for accounting, so everything is handled in one place.”

For Simon, the investment isn’t about day-to-day change but long-term stability. “It’s nice knowing there’s consistent income and that I’m building something for the future. It’s a solid asset that continues to grow in value.”

Simon’s advice for new investors

Simon says the biggest step is deciding to start. “Don’t overthink it. Find something that feels right and surround yourself with the right people. Staircase made it easy to understand the numbers and what to expect. Once you take that first step, it’s not as daunting as it seems.”

His positive experience has already led to referrals. “I’ve told friends and family about Staircase, they have most recently helped a family member to refinance their mortgage. I’d tell anyone thinking about investing in property to talk to them. They make the whole process simple and transparent.”