Lending That Powers Your Wealth Journey

BASIC PLAN

Property Advisory Package

Our Property Advisory Strategy service is the foundation for building a high-performing, long-term property portfolio. It combines deep financial insights, investment scenario planning, and evidence-based suburb and property research to empower your decisions. The package includes:

POA

The package includes

  • Comprehensive Discovery Session
  • 6 Psychometric Tests
  • 20-Year Financial Property Portfolio Modelling (PIA Modelling)
  • Investment Scenario Analysis – Property Investment Strategy (e.g. property type, price, yield and finance structures). Includes examples of poor, good, and strong performing property outcomes
  • Advanced Property Research & Market Data
  • Strategic Property Recommendations
  • Property Selection & Purchase Support
  • Support through settlement, construction and tenancy.
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