What a property investment strategy session looks like

When planning your future, aiming to build wealth through property to fund your ideal lifestyle, the most success comes from when you plan with the right inputs.

Very few people gain wealth by accident, and those that do don’t often keep it.  

What we do in our property investment strategy sessions is develop a realistic plan for your future that takes into account your goals as well as your current circumstances and maps a way forward to achieve your idea of success. 

An assumption about the industry is that they simply try to ‘flog’ property to people and call it a strategy, but that is certainly not the case for Investor Property. When you book in for a strategy session, you will experience a guided journey tailored specifically to your needs and circumstances. 

We begin by talking about your current understanding of the property market, your current assets and lending ability. Then we go through some complex concepts in digestible terms to help you see the market conditions and financial structures we navigate together to identify, secure and leverage smart investment opportunities. 

The strategy development process aligns current capabilities with opportunities and maps out future opportunities based on a growth process that facilitate future investment by effectively selecting properties and funding models that enable rather than block future plans.

We will scribble out diagrams on the whiteboard, talk through scenarios and reference metaphors to ensure it all makes sense and then we formalise the discussions with follow up reports and data for your consideration. 

Throughout the process you will be coached with useful information and expert insights to make decisions confidently. It is only after your strategy is set that we then look to match specific properties to your strategy and only recommend those that have been fully researched to ensure they meet your personalised plan prior to presenting for your consideration. 

We consider more than just purchase price and current rental yield, we look at tax implications, depreciation schedules, future rental yield in line with projected supply and demand as well as infrastructure or other plans that may impact the investment. 

Keeping you safe and in control at all times, multiple cash flow protection strategies can be put in place and your investments taken care of by expert property managers to ensure you have the best opportunity to maximise growth and yield potential.

We do all this to support your financial and lifestyle goals and keep you in the driver’s seat with the knowledge and insight to make confident and smart decisions. 

Another assumption about our work is that we charge hefty fees where in fact our advice and strategy work comes at no cost to you so you can receive all the insight at no risk. 

If you’d like to take the next positive step in your property wealth journey, reach out to our team to schedule a valuable strategy session that could change the course of your life.