Investment Property

Are you considering starting or growing your investment property portfolio as part of your investment plan?

A property investment plan is one that works towards building your wealth and securing your financial freedom. As the housing market generally runs in economic cycles and different areas may have their own individual property cycle, the first step we take is to support clients gain an understanding of these trends.

The Core Elements of Property Markets Include:

  • The likely return - yield and capital growth
  • Buying and selling costs
  • Cost to borrow money, ie interest rates
  • How attractive the property will be for likely tenants or future buyers
  • Residential, commercial & industrial
  • Positive or negatively geared
  • Renovation or development

We've prepared our Property Investment Essentials Guide Ebook, which you can read at your own pace after downloading it here, and read at your own pace.

Key to the process is asking the right questions, to get a full picture of your current financial position. This includes your current debt, assets, income, tax position, and more. A thorough understanding of your position allows us to find the solution that matches your desired outcome.

The Enhanced Process

  • Step 1: Understanding your needs
  • Step 2: Determine capacity and affordability
  • Step 3: Review suitable options
  • Step 4: Finalising purchase
  • Step 5: Ongoing support and management to ensure you achieve what you set out to

We are here to support you so please call...

Our Accreditations & Trusted Relationships

Last financial year our customers achieved greater results by creating stronger financial structures, improved budgeting strategies and in depth credit advice and analyses.

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If you have any finance related queries