How Can We Help You

Step 1 – Personal Consultation

All great things in life start with a well thought out plan! We begin your property acquisition process by discovering what it is you are trying to achieve. The knowledge of your ultimate goal allows us to objectively go to work and match the right properties to your long term goals.All great things in life start with a well thought out plan! We begin your property acquisition process by discovering what it is you are trying to achieve. The knowledge of your ultimate goal allows us to objectively go to work and match the right properties to your long term goals.

Step 2 – Work out financial strategy

• What is the optimal debt to equity structure for you?
• Which existing property should you use as collateral?
• What is the impact of borrowing on household cash flow?

We work with your financial adviser, bank or broker to help you answer these questions so you do not over extend your budget. We are happy to liaise with your nominated professionals to determine the strategy that is appropriate to you.

Step 3 – Work out your tax structure

• Should you own the property in your name or the name of your spouse?
• What about SMSF or trust ownership? What are the benefits? How do I set it up? What is the optimal holding period?

We work with your tax agent or accountant to come up with the appropriate strategies for you. If required, we can refer you to our allied professionals who are Certified Financial planners™ and Chartered Tax Advisers ™ who will provide answers to these questions in ways you understand.

Step 4 – Research and select property

At this stage of the process, we conduct research and map a property to your long term goals. We provide you research information about why we believe in the subject property (ies) and help you make an informed decision.

Step 5 – Secure your investment

Purchasing an investment involves signing legal documents. So you need a great, friendly, available and competent Lawyer / Conveyancer. We work with a wide group of Lawyers to make this experience easy and hassle free for you. We can also work with your nominated professionals, providing all the information they need so you can secure your investment.

Step 6 – Leasing and ongoing management

Approximately four weeks from settlement, you have the option to engage our specialist Property Manager to begin advertisement of your property, to qualify a reputable and suitable tenant and ensuring it is rented shortly after settlement.

Thereafter, we meet with you each year to ensure you are on track to achieve your long-term wealth creation goals. At this meeting, we also discuss changes in the economic and/or taxation landscape and how they can be utilised to your advantage, where possible.