Step 1:
Consultation
– Analyse your situation
– Clarify your goals
– Feasibility study of your objectives
– Property Investing education
– Plan a tailored strategy
Did you know that Australians retiring today have an estimated average of $200,000 in their super fund, not surprisingly 7 in 10 Australians think they won’t have enough super to retire? Most industry experts advise to reach a super balance of $900,000 which at 6% annual return could produce an income of $54,000 a year. A growing number of individuals are tackling this issue by setting up a self-managed super fund (SMSF), more than 600,000 are now in operation in Australia. The main benefit by managing your own super is to diversify by purchasing investment properties and get a bank to lend you up to 80% of the funds.
Our bank just valued our property for $200k more than what we paid for ! That's 100% return on our deposit from our super, we could not thank you enough for helping us growing our super that way !
– 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