Personalised Service
We are not Real Estate Agents who simply list properties for sale.
We are fully licensed Real Estate Agents and offer a personalised service where we find out about your personal circumstances and investment goals as well as the type of property you feel will work for you and of course your budget.
The Successful Investor offers you the benefit of our property investment experience. We specialise in helping you find the property investment vehicles that suit your financial planning strategy and we walk you through the process of purchasing your chosen investments.
We recommend both apartments and House and Land packages and our recommended properties will not only make excellent investment properties but are owner occupied quality to ensue you receive excellent capital growth by appealing to the ionvesto and home owner market.
Our recommended properties may be located Australia wide but always in prime locations.
Our Recommended Properties will provide you with:
- Very low risk investment
- High capital growth potential
- Maximising your tax benefits
- Provide you with an excellent rental return
These properties will be:
- Townhouses
- Apartments
- house and land packages
The Process, How does it work?
Your investment process might look like this:
Step 1. An initial meeting where we will learn more about you, your goals aspirations and we will agree on the the type of properties that you may be interested in and your price range. If required we will also refer you to any required professionals such as mortgage brokers, financial planners and accountants.
Step 2. At that meeting we can provide you with any further information about our background, values and the qualifications of our key people and explain to you in detail how the process works.
Step 3. We will then discuss some recommended properties that match what you are looking for. If no available properties match what you are looking for we will recommend you wait until a suitable propertiy is available and we will continue researching for you until a suitable property is found.
We will provide you with all the information required for you to make an informed decision on the purchase of this property. This will include a cashflow analysis on any recommended properties.
Step 4. Once you have selected a property you submit an expression of interest with a $1,000 holding deposit. (This takes the property off the market while you finish your due diligence and have the contract checked by your Solicitor)
Step 5. Contract of sale is executed - signed by you in the presence of your Solicitor
Step 6. Contracts of Sale are exchanged with the Vendor
Step 7. Exchange of cash deposit, bank guarantee or deposit bond (we can advise on your options)
Step 8. Unconditional Contract of Sale
Step 9. Settlement takes place and we assist you in finding a tenant.
Your Next Step
Are you ready to turn your financial planning strategy into action through property investment? To discuss your property investment needs, and receive pre-qualified property opportunities from The Successful Investor, please contact us on 1300 800 886 or email info@thesuccessfulinvestor.com.au.
About Us
Latest News
Aussies Hit By Financial Scams
Consumer Affairs Victoria estimates that Australians lose $57 million each year in investment and financial scams.
The CA office receives around 300 complaints about such scams annually.
It estimates that every year an estimated 5600 Victorians fall victim to financial advice scams.
The Successful Investor director Michael Sloan is unsurprised by the figures. He says unscrupulous real estate agents, property investor advisors and financial consultants are guilty of a number of strategies that at best are shady, at worst are borderline illegal.
One of these strategies is listing investment properties well above their fair market value. Michael Sloan says, “They then attempt to sell to potential buyers, especially people who don't live locally. When the owners decide to sell, they discover they will suffer an enormous financial loss, simply because they bought too high at the outset.”
Practices like this were the reason Michael Sloan and his wife Laurel set up The Successful Investor. He says they were tired of seeing hardworking Australians miss out on potential wealth because of bad advice, lack of knowledge and poor investment choices.
His Melbourne-based company specialises in sourcing high quality investment properties that have immediate and long-term earnings potential. The company offers only properties it has personally and comprehensively vetted, are built by trusted qualified tradesmen and marketed by trustworthy developers. Properties must also exactly match the needs of investors.
TSI also offers free advice to property investors so they are not taken advantage of by unscrupulous operators and offers a buy-back guarantee on most properties.
The company’s unique business model has resulted in rapid expansion and now has offices in Victoria, Queensland, WA and NSW.
For more information contact:
Michael Sloan,
Director
The Successful Investor
T: 03 8413 8888
E. michael@thesuccessfulinvestor.com.au
W: www.thesuccessfulinvestor.com.au
[Consumer Affairs Victoria website – http://www.consumer.vic.gov.au]
New Office In Western Australia
The Successful Investor has opened a new office in Western Australia.
Director Michael Sloan says the company's successful business model means it is expanding rapidly, requiring new offices across the country.
TSI has appointed Steve Fairbairn as State Manager for Western Australia. Steve brings with him a background in property and financial investment and is, says Michael Sloan, adept at making the process of property investment logical, simple and low risk.
"One of things that impressed us about Steve was how he gets a kick out of a client’s realisation that an investment property portfolio is not only attainable but also affordable. Putting our clients on the path to financial wealth and steering them away from financial ruin is one of our key aims."