Is Your Property Portfolio Delivering Wealth For You?

Are you in the top 1% of Australians with more than 5 properties ? We can help you optimise and safely grow your property portfolio, making sure you can always secure more opportunities. Reviewing the cash flow and equity positions of your properties, we can assist with the following:

  • Diversification by sourcing your next purchase in new promising and uptrending markets.
  • Rebalance the portfolio cash flow by introducing a negatively geared property or a highly positively one.
  • Advise on exit strategies with your current holdings.
  • Access to exclusive off-the-market investment deals.
We wanted to make sure we could support ourselves financially once we retire

Francis & Marie

Our 7 Steps
wealth creation process

Our 7 Steps
wealth creation process

Planning

Step 1:
Consultation

– Analyse your situation
– Clarify your goals
– Feasibility study of your objectives
– Property Investing education
– Plan a tailored strategy

Planning

Step 2:
Access Our Team

– Introduction to our trusted property partners (mortgage brokers, SMSF specialists, Accountant, Solicitors)
– Confirm your available budget
– Validate purchasing structure

Execution

Step 3:
Property Research & Recommendations

– Review of the latest market trends
– Implementation of our research process
– Cashflow and growth simulations
– Produce reports on hanppicked properties

Execution

Step 4:
Property Selection & Acquisition

– Selection by client of preferred opportunity
– Review of contract by solicitor
– Payment of 10% deposit
– Successful purchase

Execution

Step 5:
Pre-Settlement Support

– 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

Support

Step 6:
Settlement

– Order depreciation schedule
– Quality tenant selected
– Organise landlord insurance

Support

Step 7:
Portfolio Review

– Yearly reviews of your financial goals
– Property portfolio expansion
– Asset protection and tax review with our partners

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