Skip to content

We work with like-minded professionals who match our approach and philosophy.

Take Care Of Your Clients By Referring Them To A Company You Can Trust

Ensure your clients see a reputable property investment advisor before they begin to look at properties. We have had too many clients come to us after they have lost money after buying an investment property that was wrong for their personal circumstances. Don’t let your clients go it alone and become an unfortunate statistic.

To collaborate with The Successful Investor team, we encourage other professionals —including Financial Planners, Accountants, Mortgage Brokers and Property Managers — to take the time to see how we work and how we advise our clients to build successful property portfolios.

Your Clients Should Know All the Facts When Investing in Property

We work with you and your clients to ensure each milestone is communicated clearly and directly from the initial consultation, strategy development, the buying process, contract management, the building stage and final handover.

The Successful Investor offers the full package and is ready to respond to all your property investment needs and queries. We are recognised as a property investment authority. This is demonstrated by the fact that our Managing Director, Michael Sloan, writes on property investing for the NAB website and is invited to speak at numerous property forums Australia-wide.

We Offer You and Your Clients:

  • A free Q&A service on any property investing questions
  • A property matching program where we match your clients with a suitable property — including some not listed publicly
  • A range of great resources including a suite of property investing and mortgage calculators
  • A trusted team of professionals to assist your clients in growing wealth through property
  • A referral service to key professionals including Depreciation Specialists, Accountants, Financial Planners and Mortgage Brokers or major Mobile Lenders from the main financial institutions (ask us how you can get on our approved panel of referral partners)
  • A personal strategy report – showing how property can help your clients create wealth over the long term
  • A 25-year cash flow and projected capital growth report on any recommended properties
  • A free downloadable copy of Michael Sloan’s book, Cracking the Real Estate Code, a book that may prevent your clients making the most expensive mistake of their lives.

If you like the sound of our philosophy and approach, and would like more information on becoming a JV Partner, call us today on (03) 8413 8888 to schedule a time to discover how we can work together.

Become a Property Investment Advisor at The Successful Investor

We are always on the lookout for the right people to help our clients to create wealth through property, if you have what it takes to be a successful Property Investment Advisor, have exceptional people skills, and want to work with a dynamic team then The Successful Investor may be the right company for you.

If you are a killer sales person who will do whatever it takes to make a sale…you are not for us.

Our advisors who will take care of our clients and diligently take the time to research and analyse the right property for their circumstances. If buying a property places our client in a vulnerable position then we prefer you counsel the client that now may not be the right time to invest. To succeed with The Successful Investor you must want a long term career; be able to establish relationships, assist our clients build successful property portfolios and generate referrals from your delighted clients.

If you have joined a company for all the right reasons and now realise they are not what they seem, and it’s keeping you awake at night, it is time to get in touch with The Successful Investor team.

Resumes along with a cover letter can be sent to laurel@thesuccessfulinvestor.com.au

Learn from the best!

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