PROPERTY INVESTOR STRATEGIES
CONGRATULATIONS, on making the decision to build your wealth through property investment.
We take the time to understand your needs as an investor. Everybody’s investment strategy is different, just as everybody’s risk appetites vary – we take the time to evaluate your profile, needs and wants and only then work with you and your advisers to ensure good financial solutions.
We spread your investments among various lenders. As a mortgage broker, we have access to over 30 lenders on our panel. We research credit policy and receive daily updates on our lenders changes and special offers. As a risk minimisation strategy, we prefer to spread your assets and finance across a variety of lenders and recommend that you never cross-collateralise your assets. Our goal is to make your finance user friendly and keep you in control.
We know what lenders require and how to maximise systems. Our goal is to get the maximum funding for our investor clients. With more that 20 years banking and finance experience, we understand and are kept informed of the changing credit policies of the banks so we know how to submit your application for full approval.
We keep it simple. Our goal is to be able to simplify complex scenarios and by doing so we provide clarity, direction and confidence. With each purchase we look at the individual strategy and how that fits in with your overall portfolio strategy.
We can connect you with a professional team or work seamlessly with your hand picked team – the choice is yours. As mortgage brokers we are not accountants, financial planners or solicitors. We are not licensed to provide financial or legal advise, however we often work with a team of professional and can connect you with Accountants, Financial Planners, Property Lawyers, Conveyancers, Quantity Surveyors, Building & Pest Inspectors. Alternatively we can work closely with your accountant and tax professional to maximise tax effectiveness and minimise risk. Our ethos is to ensure that your finance works for you and is correctly structured.
We provide annual reviews and keep you informed. We will keep you up to date and abreast with the latest developments in finance through our monthly newsletter. We share client success stories to help you think of the possibilities. We are always available to answer all of your questions, discuss potential investment purchases and review your finances.
Request a consultation/quote
To find out more call us on 03 8560 2907 or 0410133994 and we will arrange an initial finance consultation and assessment to find out how we can help you achieve your financial goals.