Property Investment Strategy & Plan

Your property journey begins with a tailored Property Wealth Plan

“This long-term strategy will provide you with the foundation and direction to grow your new or existing portfolio.”

Building your own high-performing property portfolio starts with a one-on-one consultation with a property strategist to create your personalised Property Wealth Plan.

The Property Wealth Plan is essentially a Property Investment Strategy and Plan based on your individual objectives, finances, risk profile and life circumstances, and is designed to help you reach your property investment goals sooner.

Following your consultation, your dedicated property strategist works in conjunction with our in-house research department to create your tailored property investment plan.

Your Tailored Property Investment Strategy & Plan Will:

  • Outline how to best start or grow your property portfolio with advice tailored to you
  • Explain risk and tax minimisation strategies as well as asset protection structures
  • Tailor property investment finance strategies that suit your unique circumstances
  • Detail short and long-term projections of your future property investment portfolio
  • Set a timeframe for you to retire earlier and wealthier
  • Review your current property portfolio and provide advice for future action.

Your property investment plan will outline how you can reach financial freedom when investing in property and explain which strategies are right for you to achieve optimum results.

If you’re an existing investor, a Property Wealth Plan will provide a detailed review of your current portfolio, ensuring you are holding the right assets to achieve your desired outcomes.

Property Investment Strategy & Plan Based On Market Leading Research

The advice and recommendations within your property investment plan from Momentum Wealth are based on detailed market intelligence about the Perth and national property market from our in-house research department, and are provided with numerous macro and micro factors in mind, including but not limited to:

  • Current and future supply and demand
  • Rezoning
  • Gentrification
  • Public and private investment
  • Local amenities
  • Economic activity
  • Transport nodes
  • Dwelling types

As part of our service, a specialist will review your Property Wealth Plan on an annual basis and make any necessary adjustments or provide advice to guide you to realising your property investment goals.

As a full-service property investment consultant, a Momentum Wealth Property Wealth Plan is the perfect tool to either start or grow your property portfolio, in Perth or around Australia.

Investors Choice - Property Investment AdvisorAward-Winning Property Investment Strategies

Put your investment in Industry-trusted hands – each year Momentum Property Investment Strategists are recognised for outstanding service. See all of our our winning accolades here.

Take the next step towards building your investment property portfolio

Want to ask a question about our Property Wealth Plans or book a free consultation to start on your path to property investment? Then contact us or book a consultation at the links below.

Or perhaps you just want to get more information for now? Then you can download an Investor Pack, an ebook or sign up to our newsletter to get more food for thought.

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