PROPERTY INVESTMENT STRATEGY
STARTER
First Property Buyer / Investor
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1:1 Strategy Session
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Review of client’s income, borrowing power & tax position
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Property type & suburb analysis (house vs apartment, metro vs regional)
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Negative gearing & cashflow impact assessment
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High-level capital growth vs rental yield discussion
$
880
One-Off Price
Exclude GST
Exclude GST
GROWTH
Portfolio Builder
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Everything in STARTER, plus:
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Comparative Market Analysis (CMA) on 2–3 shortlisted suburbs
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Scenario modelling on Loan structure (IO vs P&I)
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Scenario modelling on Tax benefits (interest deductions, depreciation estimates)
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Scenario Modelling on Cashflow projection (weekly/monthly out-of-pocket costs)
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Property ownership structure advice (individual, trust, company, SMSF)
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Annual review meeting to adjust strategy
$
2200
Annual Package
Exclude GST
Exclude GST
POPULAR
PREMIUM
Wealth & Portfolio Strategy
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Everything in GROWTH, plus:
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Detailed 5–10 year wealth roadmap (capital growth + cashflow modelling)
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Full review of existing portfolio (equity release, refinancing opportunities)
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Tax minimisation & asset protection strategies (trust layering, bucket companies, SMSFs)
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Property diversification strategies (residential, commercial, development projects)
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Collaboration with mortgage broker & financial planner if required
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Bi-annual review meetings with ongoing email/phone support
$
4500
Annual Package
Exclude GST
Exclude GST
BEST PRICE
All prices listed are excluding GST.
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