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Property investment made easy with The Successful Investor

Our step by step process is designed to make the property investment experience informative and enjoyable as possible, whilst delivering you the best possible results. Contact us with any questions you may have, or to make an appointment.

1. Speak with us

Call us with any questions you have and to discover more about how we can help you. After an initial discussion if we both agree there is some synergy between what you need and what we offer then we will book an appointment for you with one of our experienced Property Advisors.  Or perhaps your first step will be to meet with a Mortgage Broker to get a better understanding of your borrowing capacity and we can arrange that for you with our in house broker.

2. Your initial complimentary consultation

At your first meeting you can query all aspects of our company and how we operate and we will be quite clear with you if we can help you reach your goals or not.

We work with just 12 clients a month so it is vital that we both agree we can move forward with a common goal. We will need to find out all about you and your goals and preferences.

This meeting is the foundation of us working together so allow up to two hours as there is a lot to discuss.  At the end of this meeting we will both know if we are the right fit to work together on your property investment strategy.

3. Your second consultation - the foundation of your wealth creation journey

At this meeting we will present you with a full report that gives you a number of options for moving forward. It is essentially a “blueprint” for working with us to create wealth through property investment. The report includes an analysis of a real property that is based on your current financial situation. This report will provide you with 25 years of other financial projections such as capital growth yield and tax breaks.

At this meeting we will also provide you with a plan for building your property portfolio as well as some advanced modeling that will show you how to pay off your home loan (if you have one) in record time.

Each meeting is tailored to your needs and may include a discussion about a specific property, taking a property tour, visiting a display home as well as reviewing some locations we have approved.

How your journey unfolds from your first meeting to owning an investment property is something that will be designed to suit your needs and individual circumstances.

4. Research

When the time is right our research team will kick into action and source a property that is specifically chosen for you. Our team will work with your Property Advisor and our General Manager who will all collaborate in selecting the right property for you. This property must match your price range, your cash flow requirements and be in the right location. We will assess hundreds of properties to find one or more that are a match for your circumstances.

We have access to properties all across Australia. The research team will ask more questions, make more phone calls and do more research than 99% of investors will or can ever do. They spend hours pouring over plans, discussing your needs with builders and running cash flow figures on potential properties again and again.

5. The exciting part

Once we have found the right property (sometimes more than one) your Advisor will meet with you to present all the information you need in order to make a decision to buy. As stated earlier we will only present properties to you that fit your price range with the right cash flow, those that fit all the criteria discussed and agreed with your Property Advisor. If we don’t identify an exact match, we will keep looking until we do.

6. No pressure

Buying a property is never pressure free because you are spending a lot of money and sometimes there are time constraints in order for you to reserve a property before someone else does. But no matter what, there will be no pressure on you from any of our Property Advisors at any time.

7. Support

When you decide on your investment property our Client Services Manager and your Property Advisor will look after you every step of the way. From the moment you reserve your property to settlement, including right up to working with your Property Manager to find the right tenant.

Learn from the best!

We pride ourselves on making the property investment experience as easy as possible.