Investment Planning – Creating Wealth Through Property
Wouldn’t it be great to know how much wealth you could build over time?
Are you planning to invest? If so, do you know how much will it cost you “out of your pocket”? How much wealth could you expect to build over, say, ten years if you start investing today? These are just some of the questions that our Investment Planning service will help you answer.It’s all about you
Utilising powerful software tools and our
own property investment and finance expertise, we can give you a realistic
picture of how much wealth you can reasonably expect to build over time and how
much (if any) it will cost you out of your pocket. The best part about this
service is that it is all about you. We will formulate a property investment
plan (known as a Property Wealth Plan) based on your specific circumstances,
goals and attitude towards risk. With the help of our Investment Planning
service, you’ll have the direction and foundation you need to set your
investment goals and then to meet them within the time-frame you desire.
Planning for success
Developing a Property Wealth Plan involves the following process:
1. Initial meeting to gather
information
One of our Property Wealth
Consultants will meet with you, either at our offices or your home, to discuss
your current circumstances and future goals. Your consultant will assist you in
filling out a simple form that will help us to gather the required information
regarding your financial situation, other properties or major assets you
currently own, how much you are willing to invest and what types of properties
you are looking to purchase. Your Property Wealth Consultant will be there to
assist you with any difficulties. The form will help us to determine your:
- Current financial situation
- Risk tolerance
- Future plans and objectives
- Preferences for finance
- Property preferences
2. Presenting your plan
Utilising powerful software tools
and our own knowledge and experiences, we will develop a Property Wealth Plan
that is personalised to your unique circumstances and objectives. Your Property
Wealth Plan is a very useful document that will:
- Outline how many properties you could reasonably expect to purchase
- Indicate the “out of pocket” cost of investing today taking into account rental returns and tax benefits
- The amount of wealth you could realistically build over time (or your net worth)
Your plan carries with it no obligation. You can employ our other services to help you put your plan into action or you can simply hold onto it as a useful reference tool.
Looking for help with your financing? See our in-house Finance Broking service to find the best loan for you.
