Our private client services division offers a complete range of tailored property investment advice and solutions to people who are looking to build a property portfolio using our 7 step strategy. We begin with a property wealth plan that is tailored to your individual needs and requirements, then work with you to implement the specific strategies outlined for you in your plan.

Our private client services include:

  • Property Wealth Plan Our property strategists and research team will develop a personalised property investment plan based around your goals and current circumstances. We will show you how you can reach long-term financial freedom by investing wisely in property and explain which property strategies are right for you.
  • Finance Strategy Our in-house mortgage broking team specialise in helping property investors. They will develop a loan strategy to meet your property investment goals and will help you choose the right loans from hundreds of different products.
  • Property Acquisition Our buyers’ agents will help you find the ideal investment property that will suit your long-term property investment strategy and provide superior returns. Utilising our extensive research, we identify future growth areas that we believe will outperform the market and then choose the best properties in those locations.
  • Property Development Whether you’re looking to build a group of villas, townhouses or apartments, complete a land subdivision or build a granny flat, we will help you generate substantial profits without getting your hands dirty.
  • Property Management Our property managers offer a premium service for investors who are looking for outstanding investment results. We will take away all the stress from managing your investment property and maximise your rental returns.
  • Property Education To ensure that you are kept updated with the most recent changes in the property market and profitable opportunities, we conduct frequent seminars for our clients. The topics range from property development, to tax and asset protection strategies.
  • Portfolio Review As part of our ongoing commitment to building your wealth, we will systematically review each property in your portfolio to determine its full potential and make recommendations on your current holdings and next steps in your property investment plan.

A key difference between Momentum Wealth and other firms is that we only work for you. We do not take any commissions from sellers and our integrity is key to your success and is a core value of our business.

We  provide face-to-face annual reviews of your property wealth plan to ensure that you are reaching your long-term goals.  Private clients who utilise our 7 step program will also receive membership to our Platinum Club, have free access to all our seminars and exclusive access to our property syndication opportunities when they arise. No matter how complex your property needs are, Momentum Wealth has the expertise to provide the optimal property services for our private clients.

Take the next step towards building your investment property portfolio

Want to ask a question about our Private Client Services 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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