This is where it all starts. Our first meeting defines exactly where you are now and where you want to get financially and what that comfort zone for you looks like. Then we design a strategy and blueprint and lay it all out in clear and easy to understand language for you.
The finance aspect of building an investment portfolio is critical and a cornerstone of developing a robust solution for you. Our experienced finance experts have transacted millions of dollars in finance, and are a real champion for you in this piece of the plan.
Our extensive network gives us great access to property that ensures a perfect match for not only your goals and finance capacity also as importantly is future growth that will power your future self in retirement. We take action for you and get it done!
Years of experience
Property transactions
Total portfolio $ value
Our mission is succinctly stated...
Real People | Real Results
We're very proud of our many years of helping our clients, hard-working Australians structure their investment portfolio so they create a future cashflow machine and nest-egg that powers their retirement oh so comfortably and leave a legacy for future generations.
Senior Investment Advisor
With more than 15 years’ experience I've worked with some of the largest finance and real estate companies in Australia.
Qualified in Real Estate, Mortgage Lending and Financial Planning, I'm dedicated to helping Australian families achieve their Investment goals.
"I really enjoy waking up each day helping clients achieve financial freedom.
After all that's the 'Great Australian Dream' and there's nothing better than that!"
Senior Investment Advisor
With a wealth of experience in property investment and first home buyer advocacy I have bought, sold or developed over 700 properties.
As a current professional athlete I bring a disciplined, structured and outcome focused approach to Investment.
"I love teaching our clients the numbers and structure that sit behind a property investment. If you get this right the sky’s the limit"
"From the first meeting we felt that we are in good hands. They offered support every step of the way. Now we are just a few months away from having our own home. All thanks to you!"
"Incredibly professional and personalised service. Could not recommend enough. The perfect company to get you into the property market or your dream home."
"I particularly appreciated the way they responded to my enquiries promptly and broke down the answers to my questions in a clear and comprehensive way (no jargon!). They gave me the additional confidence and clarity I needed to proceed with my property goals. Would recommend them in a heartbeat!"
"They didn’t stop until we had the outcome we wanted. Their friendly yet professional service was so appreciated as was the dedication they showed. Thanks again guys!"
"From the advice we received, it was clear that the team was very knowledgeable and passionate about what they do. Above all, they genuinely cared about what we were after, which is why I would happily recommend them any day!"
"Aaron was knowledgeable and professional from the very first meeting. He went out of his way to help us find land and to work with a builder that suited what we were looking for. Thank you for making the Australian dream a reality legend."
Before we meet, you may want a little bit more information so please take a read of these helpful guides and then let's chat if you are ready to investigate further with us.
We’d love to hear from you. Call us now at 1800 848 916 or send a message using the enquiry form below and we’ll get back to you as soon as we can.
If you are ready to book your Strategy Session then click here
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