Property Investment Services

Our Six Step Process to investment success

Step 1

Strategy and education

Without an investment strategy, you may struggle to reach your desired goal. A sound strategy and thorough education are crucial in your property buying journey.

Step 1

Step 2

Asset and Loan Structuring

We have 20 years’ experience in Financial Planning and will recommend the right loan. You should seek advice from your accountant on what is the most appropriate entity in which to hold assets.

Step 2

Step 3

Search

We subscribe to 2 independent property analysis platforms to ensure you buy in the right market that is best for your strategy.

Step 3

Step 4

Source and Select

Once we find a property for you, we use the research data to compile a report against this to give you full information on the area and property to ensure it will give you the best return -either in Capital growth or rental yield.

Step 4

Step 5

Negotiate and Complete

This where we step up and earn our stripes. We will negotiate for the best price and terms. We also can supply contact to our extended team of professionals to support you to close the purchase.

Step 5

Step 6

Manage and Monitor

An important function often overlooked after you have completed your purchase. We track the performance of your property and provide 6 monthly reports. It’s called after sales service – often overlooked by other real estate companies

Step 6
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Established in 2009 as a strategic partnership between Finance Broking, Financial planning and Property Investment firms we have grown into an Australia wide network providing access to a broad range of financial services and products.

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