1. Identify your goals
Our process begins with a conversation. We want to understand your financial goals and what you’d like to gain through property investment. Are you looking to pay for your child’s education, fund retirement, or enjoy the financial freedom you need to cut down on your working hours to pursue your passion?
2 . Analyse where you stand financially
We then develop a financial analysis to assess your tax and financial position and determine how far off the path you are when it comes to meeting your goals. We also work out your financial capacity to borrow and invest, forecasting how many properties you need to buy to reach your objectives.
3. Create your customized property investment strategy
With your goals and financial situation in mind, your Tax Effective Property Adviser customises a property strategy and structure designed to help you reach your goals with the highest probability and minimal risk.
4. Implement your strategy
If you’re too busy to put your plan into action, we take care of the entire process for you. Let us handle everything from setting up the correct loan structure and finding the right property to ordering your depreciation schedules and finding a secure tenant.
5. Monitor your portfolio and progress
Property investing isn’t a one-off solution. Regular reviews help you monitor your investment plan and progress. Reviews are also an opportunity for you to revisit your goals, reassess your financial capacity, refine your strategy to reflect any changes, and identify new buying opportunities.
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Take your finances to new heights
A multidisciplinary team of experts working together to develop a unified tax, financial and investment plan, uniquely suited to you. You'll be amazed at the Private Client difference.
Find out moreInterested in learning more?
Contact a Tax Effective specialist to discuss your personal financial and business goals, and how we can help you reach them.
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