Property & Super Planning
You don’t have to be wealthy to invest, but you do have to invest to be wealthy
With our partner business, Precision Property Advice, we have access to the largest listing, location and variety of new investment properties across Australia allowing us to provide you the best property that suits you and your wealth creation goals and ambitions.
We have no alliance to any specific property developers ensuring we are client-focused and not vendor driven. We can provide a complete end-to-end facilitation service ensuring your purchase is a seamless one.
Generally, property investment can and should be a simple process. As a guide, there are 7 elements to building a successful property portfolio which you can see below.
Only investment grade stock
Residential and commercial property
Large and varied stock list
Settlement assistence provided
Complete rental management
Investment specific finance
Depreciation schedules provided
STEP 1: A GREAT INVESTMENT
STEP 2: THE NURTURING PROCESS
STEP 3: PROPERTY SELECTION
STEP 4: FINANCIAL MENTORING
STEP 5: HASSLE-FREE MANAGEMENT
STEP 6: TAILORED TAX ADVICE
How to use your tax deductions to build up an investment property portfolio.
STEP 7: STRUCTURED FINANCING
“Our investment philosophy is founded on the 4 main principles of good investment being: Diversification, Active Management, Preservation of Capital and Value-Based Investing.”
SUPERANNUATION & SMSF
Superannuation is one of the main pathways to funding a successful and prosperous retirement and is also highly tax effective, both for the contributions you make during the accumulation phase whilst you are working, and also after you have retired.
Precision Advisory can help you review your current superannuation for better efficiency OR choose a new fund that has superior performance AND charges less in management fees.
That’s right, better investment performance and lower fees to maximise the return you are achieving for your hard earned contributions. Our advice is clearly and specifically aimed at ensuring that what you are paying into superannuation today will provide you with a comfortable retirement in the future.
After all, having a structured plan can make the world of difference to the lifestyle you will ultimately enjoy in retirement.