Your free property advice explained
You may have seen across our website that we offer a ‘free advice session’ or a ‘free consultation’ worth $275. Now we want to tell you exactly what you’ll get if you choose to take up our offer.
By filling in the form, one of our team will give you a call to say hello and for a quick introduction. Then, we’ll ask to arrange a time to take the first step of your journey to financial freedom:
1. A health check of your current finances
One of our financial experts will visit you at home at a time that suits you (or you can come to our office) to talk about your current financial situation. They’ll ask you some questions about your finances, look at your income, your savings and any current assets to determine which financial route might suit you.
We’ll also ask you about your financial goals for the future – are you looking to save for a comfortable retirement, reduce hours at work for more family time, or simply to gain sense of financial security? Where do you want to be?
2. Your personal investment plan – ‘the book’
After the meeting, we’ll go back to the office to research and prepare your personal investment plan. This is a bespoke, bound, hardback book that contains information tailored to your circumstances. It will include insights showing growth projections for potential areas of investment, which suburbs are performing well and which type of properties are strongest, and the bottom line of how much you could be making year on year.
The book is yours to keep. It’s also free of charge. Our goal is to give our clients information so they feel confident and comfortable about the road ahead, so we won’t be pressuring you into anything. If after reading the book you decide property investment is not for you, that’s fine with us. If you do, we’re here for you.
3. Financial guidance and services for the next step
If you decide you want to take the next step towards investing in property, we can guide you through the process and advise on the decisions you’ll need to make. We can help you source and secure funding that will work for you, advise on suburbs and property types, and troubleshoot any issues until you have the keys to your property.
It doesn’t have to stop there. We have a range of financial planning, investment and accounting services to help you reduce your mortgage payments, cut down your tax by up to 20%, and plan for a bright financial future.
When investing, it helps to know what to look out for and how to quickly solve any potential problems before they grow. Our team has 125 years of collective financial planning and investment experience and experts insights, so we can take the stress out of the property purchasing process for you.
It all starts with a click
If you’re wondering whether investment could work for you, we’re here to answer your questions. By investing just an hour of your time with one of our experts, you could be securing a new financial future for yourself and your family. What’s that worth to you?
Book your free advice session now
