One

Initial Consultation

Introduction call with one of the team, who will give you an overview of our process and benefits.

Two

Discovery

We’ll delve into your short and long-term goals, understand your current circumstances and set a solid foundation for your success.

Three

Strategy

Education surrounding your personalised
investment strategy, based on market research and cash-flow analysis.

You’ll receive in-depth insights on accelerated mortgage reduction, tax minimisation and wealth creation strategies that are more than just advice,
they’re tools for life

Four

Property Presentation

We’ll source and present property options that align with your personalised investment strategy.

We have access to new and existing properties, houses and apartments, in metro and regional locations, all across Australia.

Five

Negotiation & Offers

We’ll handle all aspects of the purchase to ensure a seamless transaction.

But we don’t stop there – We will even provide guidance and referrals for conveyancing, building and pest inspections, tax depreciation surveys and Property Managers.

Six

Repeat

We’ll review your investment strategy every 6-12 months to ensure it remains robust and responsive, while reflecting your short and long term goals, and identify portfolio expansion opportunities.