Planning
Step 1:
Consultation
– Analyse your situation
– Clarify your goals
– Feasibility study of your objectives
– Property Investing education
– Plan a tailored strategy
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:
We wanted to make sure we could support ourselves financially once we retire
– 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