Individual portfolio management is available to select clients for tailored debt reduction and property investment strategies and includes individual mentoring, support and assistance. brochure
Financial progress of any kind requires a sound base from which to work with most of our clients choosing to access our full support, which provides complete assistance in their endeavors to reach financial independence.
Our service is comprehensive and ensures that all of the necessary details for your investing success are taken care of.
We believe that only through a successful partnership can you achieve your goals and regardless of your experience as an investor we can design individualised strategies which can improve your financial situation today and assist in securing a lasting income for retirement.
Our job will be to provide you with a blueprint which will consider your personal income, expenses and financial needs combined with a methodology in moving forward with your financial strategy.
This will include:
- A comprehensive 7 step Property Educational Program; - An annual Analysis Projection; - Annual membership to our PropertyWatch newsletter; - Property Analysis (for any properties you may source) plus; - Unlimited ongoing service, support and advice in relation to strategic finance structuring, property analysis and property investment strategies.
Property Education:
TIPS comprehensive property investment program comprises 7 modules, each filled with easy to understand information which will provide you with the knowledge you need to become a successful property investor.
You will learn how to analyse your potential investment property purchase, how to assess your risk profile, how and where to do your research, various property financing strategies, property management and purchasing structures plus become familiar with strategies that will be relevant to building your wealth through practical property investing.
OurProgram consists of 7 Educational Modules comprising: - Self Analysis and Risk Analysis; - Research; - The Buying Process; - Contract Clauses, Conditions & Financial Structures; - Property Management; - Deductions, Depreciation and Tax; - Property Research Resources;
In addition, we will provide you with: - Unlimited access to research and property websites; - USB drive containing your Property Education Modules plus; - Hard copy study guide; - Property Management and Budgeting Software; - A selection of print forms to assist with property purchases and analysis; - Email and telephone assistance and support;
All for only $849.00. (includes postage and handling) Comparable programs are priced in the $000's but we feel that education is the key to any successful investment strategy and therefore to enable you to gain a better understanding of the ease and practicality of residential property investment have kept this aspect as cost effective as possible.
We will always be available to assist you with all your property investment needs but unlike many other education courses, we will provide you with personalised support and will guide you step by step through the wealth creation process in an easy to understand way.
To help your build your long-term wealth through property investment time is no longer a problem, as you can study wherever you like and as many times as you need using the program on your computer or the study guide in hard copy. Our e-mail and telephone support will assist you with any queries or questions you may have in relation to the course material.
We are completely confident that our program and support will provide you with the knowledge to help you build your wealth through property investment and to assist you in assessing our educational program module#1 may be downloaded here with our compliments. Positive Cash-Flow Newsletter:
Combined with our Property Investment Education Modules, our PropertyWatch Newsletter will assist you to identify areas with the potential for a long-term positively geared cash-flow investment property.
In addition, topical property issues and market updates are incorporated into the newsletter to assist you in maintaining your information flow by keep you informed on current developments, local and national government infrastructure spending, and other property relevant issues arising throughout the changing Australian property markets.
We constantly analyse 1,000 plus areas around Australia to locate areas which cover a wide range of property values to give you, the investor, as large a range of potential positively geared cash-flow areas to choose from. This monthly newsletter is aimed at assisting you in sourcing out areas and making a considered property investment choice in any given state in Australia.
It may be considered a useful tool for the astute investor who wishes to build a multiple investment property portfolio while having a minimal impact on their existing lifestyle and may be considered a vital tool for anyone investing, or considering investing, in the Australian property market.
A MUST for all property investors at just $399.00 for a full 12 month subscription!
An archived sample newsletter may be obtained here.
Analysis Report:
Whether you are considering investing a small amount or a large amount of money, knowing what will best suit your own individual needs and objectives is critical.
We use a six-step process that will help you to take a “big picture” look at where you are and where you want to be financially and using this process, we can help you work out what you may need to do now, and in the future, to reach your goals.
The six steps of our Projection Analysis process are: - Gathering your financial data. These are details such as; your income and expenses, debt level, commitments, etc. - Identifying your goals and objectives. - Identifying any financial problems or deficiencies between where you are now financially and where you want to be. - Preparing your Projection Analysis. This will help to identify your potential to invest in property and possible retirement income. - Implementing your acquisition strategy based on your ability to invest - Reviewing your Projection Analysis ensuring that it stays relevant to your changing needs. One common misconception among people is that they're not earning enough, or, they don't have enough assets to benefit from investing in property but value of a strategic plan is relevant to anyone who aims to be financially independent.
The fact is, you can maximise your financial outcomes most effectively when you start taking action early…or simply, taking action!
The right information is important at every stage of your life and whether you're seeking to build wealth or secure a retirement income, we can help you with appropriate strategies to suit your circumstances and aspirations and are here to help you to improve your financial situation now and plan for your future.
If you wish to take the opportunity to analyze your capacity to invest and are interested to see what you may be able to accomplish, simply complete and submit an Analysis Application to allow us to accurately assess your current situation and potential. Based on the information provided, we will perform a detailed analysis in order to provide you with a debt reduction strategy and a property investment strategy outcome. example
