Property Investment
Our 5 Step Process
We use a five-step process for helping you create a property investment portfolio that will keep you secure and certain in retirement.
Part 1: The Why
Part 2: Investment Education
Part 3: Process & Implementation
Frequently Asked Questions
Understanding the basics of property investment.
Yes. As part of our service, we recommend experienced and reputable property managers near your investment property to ensure professional tenant management and consistent rental income.
A property manager is responsible for looking after both the tenant and the property. This includes screening tenants, conducting routine inspections, managing repairs and maintenance, collecting rent, paying property-related expenses, and ensuring funds are transferred to your account.
We have a dedicated acquisitions team with access to builders, developers, and real estate agents across Australia. This allows us to source quality investment properties that match your goals and criteria, whether you’re focused on capital growth, rental yield, or long-term portfolio building.
Yes. We collaborate with real estate agents nationwide to identify and secure strong investment opportunities for our clients.
We partner with mid- to large-sized developers who have passed our strict due diligence process. We only work with developers known for on-time completion, cost-effectiveness, and high-quality builds—ensuring the investment properties we recommend are reliable and profitable.
A good investment property should help you move closer to your financial goals. That means strong potential for capital growth to build wealth, positive or neutral cash flow so the property pays for itself, and tax benefits such as depreciation or negative gearing to improve your financial position.
Positive gearing happens when your rental income is higher than your property expenses. This means your investment generates a cash flow surplus, giving you extra funds to pay down your loan or cover personal expenses.
Yes. While positive gearing generates taxable income, you may still be able to claim deductions for expenses such as loan interest, depreciation, and property management fees to reduce your taxable amount.
That’s exactly what our free discovery call is for. We assess your financial position, discuss your goals, and recommend a tailored pathway to help you get started in property investment—even if you’re not ready to purchase immediately.
Not at all. Many investors begin without a clear strategy. We’ll review your current portfolio, assess risks, and create a personalised investment property strategy to get you back on track.
Yes. Your tailored property investment strategy will factor in your lifestyle expenses, ensuring you can grow your portfolio while still enjoying your day-to-day life.
- Coordinating with solicitors
- Recommending property managers
- Organising building inspections
- Conducting cash flow analysis
- Assisting with insurances
- Arranging QS (Quantity Surveyor) depreciation reports
Yes. You can use your Self-Managed Super Fund (SMSF) to purchase an investment property in Australia.
Yes. SMSFs can borrow through limited recourse borrowing arrangements (LRBAs) to acquire investment properties.
The main upfront costs include obtaining financial advice and establishing the SMSF structure. Ongoing expenses depend on your accountant’s fees, as SMSFs require annual compliance and an independent auditor.
- Loan interest
- Council and water rates
- Strata fees
- Property management fees
- Insurance
- Maintenance and repairs
- Land tax
- Depreciation
- Advertising for tenants
- Bank fees
- Pest control
- Legal costs
- Body corporate fees
- Gardening and landscaping
Case Studies
Young Family
Dual Income/Older Family
Single Income/Sole Parent
Dual Income, Less than 50 Years Old
