Property & Super Planning

You don’t have to be wealthy to invest, but you do have to invest to be wealthy

PROPERTY INVESTMENT

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.

Experienced and fully licensed

Client-focused

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

Discover the most important step to property investment before you start to invest.

STEP 2: THE NURTURING PROCESS

We will show you the first steps to putting you on track to build a successful investment property portfolio.

STEP 3: PROPERTY SELECTION

Learn how to buy the most suitable property, at the correct time and in a great growth location.

STEP 4: FINANCIAL MENTORING

Learn why most property investors fail and how to avoid it.

STEP 5: HASSLE-FREE MANAGEMENT

How to have a hassle-free property investment experience and complete control over your portfolio i.e. no rental headaches!

STEP 6: TAILORED TAX ADVICE

How to use your tax deductions to build up an investment property portfolio.

STEP 7: STRUCTURED FINANCING

Put the most suitable finance structure in place from the beginning to save you 1,000’s of dollars both now and in the future.

“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.

GET IN TOUCH WITH US FOR A FREE 60 MINUTE CONSULTATION.