Personalised Property Wealth Plan

This is a one-on-one consultation with a Property Strategist where we show you the power of a tailored property investment strategy, one that takes the following into consideration:

  • Your personal risk profile
  • Tax minimisation strategies
  • Time frame to achieve your financial goals
  • The resources you have available to get started, or grow your existing portfolio
  • Debt reduction strategies for non-deductible debt
  • Review of your existing portfolio and assessment with regards to how best to grow and build on that.

Your property wealth plan will be reviewed annually to see how you are progressing and assess if you need to make any adjustments to your short-, medium- or long-term plan.