PORTFOLIO STRATEGY SESSION

WHAT YOU GET

• A review of your current situation and investment goals

• A no-jargon, open, and honest discussion covering: your readiness to invest and what you can afford – an assessment of your risk appetite and buyers to reduce that risk

• An overview of the process of property investing including the pros and cons of different investment strategies.

• A plan that will help you achieve your property investment goals

• Recommendations to professional assistance (e.g accountants, mortgage brokers, pest/building/strata inspectors, quantity surveyors, lawyers/conveyancers, insurance brokers, and financial planners.