Arrange an obligation free meeting, so we can fact find your objectives and what you are trying to achieve through your investment (e.g) grow wealth and reduce tax. This is a 1 hour obligation free meeting in your home at our/your office or at your local coffee shop.
From the above meeting, using your numbers and objectives look at your financing options and implement a strategy and structure that best suits your needs- obtain Pre Approval (if finance is required).
Find a property within your budget that meets your objectives in a location that is suitable to you with the right demographics. We source property in locations that are experiencing strong population growth combined with high levels of Government and Infrastructure spending (e.g) new schools, shopping centres, hospitals and public transport.
Choose your property, I manage the whole process for you from liaising with your Lender, Solicitor/Conveyancer the Builder and Project Manager and also assist in finding you a Property Manager and Tenant.
At Property Finance Invest we meet with our clients annually to review their situation to ensure their strategy still meets their objectives.
There could be a number of reasons why a client needs to review their current financial strategy such as a change of employment, a change of marital status, an addition to the family, the sale of a major asset, or they are approaching retirement age. We encourage our clients to be proactive and passionate about their financial well being as they say “it’s your money!
At Property Finance Invest we believe that prior financial planning prevents poor financial outcomes. We encourage our clients to ask questions, do their own research, regular review their personal financial situation, when in doubt to call us for a professional point of view.
Without exception we encourage our clients to leave nothing to chance, our desire is that our clients have a “bulletproof” investment strategy and an awesome retirement where they can enjoy the fruits of all their hard work.