Real Estate Backup 170905

Whether it's getting your foot in the door or diversifying your portfolio, we see real estate as a means to developing wealth. It's at the forefront of every decision we'll help you make when developing a strategy that suits your goals.

From where to buy, how much to pay, the rental return, how much capital growth you need, and when (or if) to sell, we tie everything into our clients' goals with a view to creating wealth. But these aren't the only factors that come into play. 

We also help clients think outside the square. Many initially see an investment property as a potential burden, but one they still willingly want to take on. This perspective clouds judgement when it comes to making decisions that have longterm financial consequences. You'd be surprised at how many people want an investment property close to where they live so they can keep an eye on it, despite the fact that this makes little to no difference in its actual safety and may diminish potential returns.

Property should first and foremost be seen as a vehicle. Like any financial product or solution, it's a question of what your present position is, what you want it to be, and finding the perfect fit for those goals. 

We help our clients find the property that suits them, and that comes down to listening. This is a process we guide clients through, working with them, never applying pressure, and helping them understand their options to minimise risk. It's an ongoing relationship we maintain as their wealth grows and circumstances change.

With over 30 years of combined experience in finance and property, and eight out of ten clients referring us to people they know, your needs are in the best of hands.​