As a time-poor professional, the buying and accumulation experience can be stress free for a:
- First-time buyer
- Property investor
No matter what stage of life you are in.
We all deserve targeted expertise dedicated towards accumulating our major asset in life.
How are we different?
Fiercely Independent Property Advice: We do not sell Property. We do not act on behalf of property developers, project marketers, selling agents, buying agents, or financial planners.
No Investment Products: We do not sell investment, financial or insurance products.
Bespoke for Professionals: Your Property Plan , Property & Mortgage Strategy, Risk and Money Management is tailored to your unique circumstances.
Mortgage Strategy: Most lenders and mortgage brokers neglect your Mortgage Strategy – as it can be complex – whereas understanding an interest rate is simple. Yet your Mortgage Strategy underpins your Property Plan, Money Management and Risk Management. This is where we help you set solid foundations with our expert advice (as well as getting a great rate).
Lifestyle and Investment Strategy: It is vital that your lifestyle pathway is considered in conjunction with your investment pathway and not in isolation. Property is the only asset class we live in.
Property Plan: Your Property Plan should be supported by a considered Property and Mortgage Strategy, Property Education, careful Money Management and intelligent Risk Management.
Unique Expertise: Our unique expertise has evolved over thousands of conversations spanning more than a decade. We know the questions that you need to ask to make superior decisions now and for the long-term.
Why isn’t there a Property Planning industry?
The property industry is unregulated, so the quickest and easiest path to make money is selling property.
We chose a different more challenging path!
There is a whole industry – the financial planning industry – dedicated to financial, investment and insurance products, yet no Property Planning industry.
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This book outlines The Three Steps to Success and Seven Critical Mistakes