Planning
Step 1:
Consultation
– Analyse your situation
– Clarify your goals
– Feasibility study of your objectives
– Property Investing education
– Plan a tailored strategy
Purchasing the family home is often the starting point and long life dream for many of us. The journey to full ownership can, however, be quite long with most mortgage repayments lasting from 20 to 30 years.
A great strategy used by savvy homeowners to repay their mortgage faster is to utilize their existing equity and purchase an investment property. We call it recycling your wealth and we’ll show you the safest way to do it !
Thanks Philippe. Selling our first investment for a nice profit helped us reduce our mortgage drastically !
– Analyse your situation
– Clarify your goals
– Feasibility study of your objectives
– Property Investing education
– Plan a tailored strategy
– Introduction to our trusted property partners (mortgage brokers, SMSF specialists, Accountant, Solicitors)
– Confirm your available budget
– Validate purchasing structure
– Review of the latest market trends
– Implementation of our research process
– Cashflow and growth simulations
– Produce reports on hanppicked properties
– Selection by client of preferred opportunity
– Review of contract by solicitor
– Payment of 10% deposit
– Successful purchase
– Provide market update
– Follow-up on construction progress
– Finalise loan approval
– Selection of property manager
– Liaise with solicitor and mortgage broker
– Coordinate pre-settlement inspection
– Order depreciation schedule
– Quality tenant selected
– Organise landlord insurance
– Yearly reviews of your financial goals
– Property portfolio expansion
– Asset protection and tax review with our partners