Developing Your Wealth is Our Business
We operate in a no pressure environment, so you will never be pushed to move forward with any of our investment suggestions. Your first consultation with one of our Senior Property Advisors is at no cost and obligation free.
This consultation is about getting to understand you. Are you someone we are confident we can help build wealth through property? And from your viewpoint are we the right company for you? We work with just 10 clients a month so it is vital that we are the right fit for each other. This is not about buying an investment property, you can walk into any real estate agent to do that. This is about helping you build a wealth creation program that can change the future for you and your family.
The way in which The Successful Investor helps you develop wealth is based on The Formula, however unfortunately many Australian property investors have experienced a formula “for disappointment.”
That’s because they buy investments that have a wonderful sales story but no sound financial investment strategy. They might be a great success for the selling agent but in most cases a disaster for the buyer who is then stuck with a property they actually can’t afford in a suburb which typically isn’t going to deliver acceptable returns.
Before your initial consultation with a Senior Property Advisor we will ask you a series of questions about your personal situation. This lets us personalise our initial meeting to provide you with some real value. We will show you how much a property will cost you each week after tax, how you can eliminate your mortgage in record time and how building a property portfolio can build your wealth with low risk. We will discuss our full range of services and fees.
Our services include:
- A personal mentor to help you build wealth through property
- Mortgage broking services – we can arrange your investment loan or home loan with access to more than 20 lenders
- Quality properties – many that are never advertised to the public
- Property Management
- A trusted team – with you every step of the way to grow your portfolio
- Tax savings – our team will show you how you can maximise your tax deductions
- Complimentary first appointment
- A 10 leaseback guarantee option on all of our recommended properties
- Our trusted research team that will work exclusively for you to find you the right investment property
- A 16 page cash flow report with 30 years of projections on all recommended properties
- Advanced debt reduction strategies to get rid of your mortgage in record time
- No cost e-book – see our top tips on staying safe when you invest
- A plan of action – tailored specifically for your circumstances
- Access to our panel of experts, including financial planners quantity surveyors and accountants