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The key to building a successful property portfolio is having a strong financial investment strategy as a foundation. This package is perfect for investors who are familiar with the property market and just want some support with the financial side of things.
This package is perfect for investors who not only want to build wealth through property but also want to learn about what entails in having a strong investment strategy.
Build your property investment empire with ease by letting and let us take care of all the bells and whistles. This package is perfect for new investors or people who are too busy to take the time involved in finding the perfect investment property.
An initial meeting to identify your needs and goals.
We establish your financial position.
Design a unique investment strategy specifically tailored to your needs.
Educate you on how can establish an investment portfolio.
Educate you on tax implications to consider when purchasing an investment property.
Educate you on debt reduction strategies to help you pay out your home much sooner.
Our Finance Experts will complete a full review of your current financial position.
We will determine your purchasing power.
Our Finance Experts will complete a full review of your needs & requirements.
We will provide you with a formal structure for the funds required for their purchase.
Our Finance Experts will create a comprehensive credit proposal designed to complement your Investment Strategy and Debt Reduction goals.
We will contact our trusted lenders and secure you a pre-approval for your investment property loan.
We will outline areas of growth our property specialist has identified.
We look at the demographics of already established areas to identify areas where the average population has a higher than average disposable income.
We will educate you on how to identify the types of properties which are “investment grade”.
We put together a short-list of both on the market and off-market property opportunities.
We set up a meeting where we go through each of the short-listed properties with you in extensive depth, outlining all the unique features of each to ensure you have all the information necessary to make an informed decisions on which is best suited to you.
We will negotiate with the agent and vendor to secure the best price for the property.
We will guide you through the settlement process.
We will go through all your post settlement needs inclusive of a Depreciation Schedule to be completed by a licenced quantity surveyor.
Go through Tax Withholding Variations and what’s in entailed.
First Years Tax Return to be completed by an investment savvy accountant to ensure you are maximising the tax benefits associated with your investment purchase.
Implementation of your Landlord Insurance for the first 12 months.
Organise a building and pest inspection for your new investment property.
An initial meeting to identify your needs and goals.
We establish your financial position.
Design a unique investment strategy specifically tailored to your needs.
Educate you on how can establish an investment portfolio.
Educate you on tax implications to consider when purchasing an investment property.
Educate you on debt reduction strategies to help you pay out your home much sooner.
Our Finance Experts will complete a full review of your current financial position.
We will determine your purchasing power.
Our Finance Experts will complete a full review of your needs & requirements.
We will provide you with a formal structure for the funds required for their purchase.
Our Finance Experts will create a comprehensive credit proposal designed to complement your Investment Strategy and Debt Reduction goals.
We will contact our trusted lenders and secure you a pre-approval for your investment property loan
We will outline areas of growth our property specialist has identified.
We look at the demographics of already established areas to identify areas where the average population has a higher than average disposable income.
We will educate you on how to identify the types of properties which are “investment grade”.
We put together a short-list of both on the market and off-market property opportunities.
We set up a meeting where we go through each of the short-listed properties with you in extensive depth, outlining all the unique features of each to ensure you have all the information necessary to make an informed decisions on which is best suited to you.
We will negotiate with the agent and vendor to secure the best price for the property.
We will guide you through the settlement process.
We will go through all your post settlement needs inclusive of a Depreciation Schedule to be completed by a licenced quantity surveyor.
Go through Tax Withholding Variations and what’s in entailed.
First Years Tax Return to be completed by an investment savvy accountant to ensure you are maximising the tax benefits associated with your investment purchase.
Implementation of your Landlord Insurance for the first 12 months.
Organise a building and pest inspection for your new investment property.
$7,500
$11,500
$14,900
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ABN 71 126 679 294 | ACN 126 679 294
Australian Credit Licence Number 386153
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