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Creating Wealth Through Property

Australians have always used property as one of the building blocks of wealth. Owning your own home should be a protected cornerstone of your wealth management portfolio. Favourable tax treatment and current low interest rates give investors an opportunity to build a significant property portfolio over the long term.   

Buying your Investment property

The key to building a successful property portfolio relies on 4 important factors:

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Before you decide on where you buy property, there are a number of things to consider to pick the right property to suit your needs. Where is your location in relation to the property cycle? Which is more important - high yield or maximum growth? What is the past performance of the area and does it have future growth potential? What are the demographics of your intended purchase location?


Contract Review

Once you have completed your research, the next factor you should consider is how to structure your purchase. Should the property be owned by you, in joint names, in a trust, a company name, or even your Superfund?

Any structure should be designed around minimising tax and provide long-lasting protection for you and your asset for the long term.



Interest rates are not the only consideration here.


How do you best take advantage of low interest rates and maximise tax deductions, while ensuring you build equity in your property as quickly as possible?


Family Real Estate

This is key to the long-term cash flow of your investment. Ensuring your tenants have a reliable service while maximising the rent on your property with little downtime for vacancies.


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Buyers Advocate or Property Buying Service

Most individuals only purchase a few properties in their life and the experience can be stressful and emotional. We would recommend all clients use a Buyer’s Agent. For the time poor, this can be a valuable service. Working with a property expert can give you peace of mind that you are getting the right deal for the best price. Real Estate Agents represent the vendor. The buyer’s agent represents you and wants to get you the best value and price possible. The buyer’s agent has contacts and opportunities unavailable to the general market or via the usual property platforms.

Remember: Your local real-estate agent represents the seller, not you.  


This service can be essential for the following scenarios:

Assisting your Children Buying their First Home

As property prices escalate out of reach for the first young home buyer, the bank of Mum and Dad has become increasingly popular to help children buy their first home. There are many ways to do this by gifting or setting up a trust or lending or Joint venture. Getting the right structure and finance to protect you and your children's needs is critical to this process.  


Portfolio Review Service

Many property investors have existing portfolios which may not be performing as they wish. Taking advantage of this free review service will allow you to determine the current valuation of each property and more importantly what the expected future growth expectations are. You can make some informed decisions going forward.   



Many baby boomers are now looking to maximise the value of their existing long-term home and downsize to a smaller home and even a different location. Even though you may know what you want in a given area there are many factors in securing the home of your choice. Trying to coordinate all the moving parts in this process can be extremely stressful. Let us discuss all your ideas and future plans to help you on this journey.

4 ways we help you buy your new home


We understand that purchasing a property is a considerable investment and you need to know that you're in good hands. Feel free to book a free 30 minute online discussion with us so we can answer any questions you have about our Property Services.

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