7 Reasons Why You Can Be Confident When You Choose Wholistic Property Investing for Your Property Investment Advice
There are lots of rip off companies in an unlicensed and unregulated industry.Property spruikers only focus on what they want to sell.Our focus is on advice options not selling. Our advice is not commission driven but wholistic covering your whole financial needs wants and goals. We have a team of experts to handle all the back-end processing, administration and technical work.
Catherine Smith is a
- practicing accountant
- financial planner
- qualified mortgage broker
- credited property advisor
- licensed tax agent
- recognized tax specialist
- licensed real estate agent
- qualified life coach
- justice of peace
Property sales agents only sell you properties on their list because they are trying sell you a product for a commission. They don't take into account your financial needs. We are not sales people but a group of qualified professional licensed advisors. We provide an integrated and wholistic approach to planning a property portfolio
We take into account your:
- tax savings
- mortgage structure
- your financial plan
- your retirement plan
- your superannuation plan
- life circumstances
- personal wealth goals
You get independent advice by a professional on conflicting and confusing issues.Our advice brings together all financial details into one strategic direction. You have one property investment advisor who will work with you and liaise with this team. This removes confusion and conflicting advice that comes from dealing with separate advisory firms
Our team can advise you on
- self-managed super funds
- property finance and mortgages
- financial planning
- coaching& education.
We put together a plan taking into account your tax situation. Taking into account your personal situation we find the correct mortgage structure to minimize your tax and maximize cash flow. Once you are ready for your next property investment you just book a time for next session
Our team will:
- organize mortgage
- set up SMSF (if applicable)
- find suitable property options
- manage settlement.
- manage whole process for you start to finish.
We don’t get stuck either in one area or one type of sales or one set of properties - we move with the market. We deal with an extensive network of builders and developers. We source property specifically for each client.
Our team will:
- review economic research reports on market value
- do extensive research on media trends
- visit the area and meet with the locals.
- access exclusive research material
- access exclusive properties not on the open market
We are on your side. We have access to all properties. We not selling off a stock list but have access to all stock lists in Australia and access to properties that are not listed for sale on the open market. Once we find suitable properties we negotiate the best price for you, the buyer.
We teach you why, where and how to invest. We offer ongoing support in the form of webinars, reports, newsletters, blogs and seminars. Our seminars range from free introductory training to paid exclusive information