Property Advisors to help you develop and implement your strategy for building your property portfolio. Whether you’re buying your first property or are an experienced investor, our team will help you assess and secure investment grade properties to help you meet your strategic objectives.
Talk to us before making your investment decisions and ensure that you are armed with the right information.
Our property investment advisors will help you to strategically build your investment property portfolio, tailored to your individual needs and circumstances, as well as helping you to source and select appropriate investment grade properties.
Whether you are a first time investor or a sophisticated portfolio builder, we want to help you create a property investment financial plan to meet your goals and objectives. Our experienced and qualified property investment advisors have a wealth of industry knowledge and experience, as well as a proven track record in creating greater wealth outcomes for our clients.
They will lead you every step of the way in creating a strategic plan to help you build a wealthier tomorrow, whilst living a better today.
Mortgage Brokers to help you assess your current loans and source the best loans to suit your needs. They will provide advice on structuring, loan assessment and selection and securing a competitive rate. Our brokers will take you through the process step by step, keeping you informed along the way.
We have access to a wide range of lenders so we can provide independent guidance on the product that is best suited for your needs. Our brokers are fully versed in your overall financial objectives and work as part of the fully integrated Equi Wealth team to find the best loan for you.
When it comes to investing in property, numbers are everything. To successfully build your property portfolio, you need to make sure your finances are set up correctly early in the process. Essentially, you’ll need to think two or three properties in advance and reverse engineer from there to structure your loan correctly.
Whether you are buying your first investment property, or already have a few under your belt, the loan process and dealing with banks can be stressful and confusing. Our brokers make this process as simple and easy as possible, allowing you to focus on more important things.
Equi Wealth is affiliated with all the major banks and lending institutions, to help ensure you get the best loan rate and structure to suit your requirements
We begin our engagement with you in a MasterPlan Session in which we review every aspect of your current situation, help define your goals and then develop the strategy to help you achieve them. One of the key elements of this session is to identify any concerns that need to be dealt with immediately as well as any “quick win” opportunities.
If there is work to be done, our financial planners will take you through the advice and implementation process step by step, giving you peace of mind that you and your wealth are protected and you are on your way to building a wealthier tomorrow. If financial advice is required we will refer you to our referral partner, Jason Davis of Investment Alternatives.
We believe that a financial planner is your key strategic advisor in wealth creation. Our referral partner, Jason Davis can assist with investment strategy, superannuation including self-managed super funds, insurance and risk mitigation and investment options across managed funds, shares and many other platforms. Jason and Investment Alternatives are authorised representatives of Advocate Advisory Pty Ltd, AFSL 405576. You can download Jason’s Financial Services Guide from the Advocate Advisory website www.advocateadvisory.com.au.
SELF-MANAGED SUPERANNUATION FUNDS
Self Managed Super Funds (SMSF) have become a major driver of personal investment. As a SMSF is a financial product, you will need to speak with a licensed advisor to obtain specific advice. We can assist by arranging for our referral partner, Jason Davis to meet with you and to determine if setting one up is right for you.
Investing in retirement through a self-managed super fund is becoming increasingly popular due to their flexibility. There are three main things to consider before establishing an SMSF: can your current super fund offer the things that you’re after (such as the flexibility to invest in shares), are you prepared to make the time commitment required, and finally, are you prepared to take on the cost.
In the end, the decision to establish your own SMSF involves a trade-off between the cost of running the fund, both financial and time costs, and the benefits that it can return, such as flexibility and control. Our referral partner, Jason Davis, can assist with all aspects of appropriateness, establishment, ongoing compliance and investment of the assets. Jason and Investment Alternatives are authorised representatives of Advocate Advisory Pty Ltd, AFSL 405576. You can download Jason’s Financial Services Guide from the Advocate Advisory website www.advocateadvisory.com.au.
Get an understanding of what your current cash flow situation looks like and show you where exactly your money is going. They can provide you with an immediate snapshot of your projected long-term wealth simply by reviewing your current household expenditure and cash flow. With their strategic advice, you can see the differences that can be made by using your extra money to create a passive income to change your future outlook.
How you manage your money has an effect on almost every aspect of life: where you live, where you take your holidays, where your kids go to school, your lifestyle now and in retirement.
Interestingly, very few people master money management. Getting your personal finances under control is step one of the wealth creation journey. Making your surplus money – no matter how small that’s surplus may be – work harder for you can lead to dramatic improvements in your overall wealth in the medium and long term.
Managing your budget and making the most of your income, saving for your first home, buying it and using it to create long-term wealth through to superannuation and building a multi-million dollar property portfolio…
These things are not unrealistic dreams; our clients are doing them every day, but most of us will need professional help to get there.
We can help you get an understanding of your finances and show you how to use your money more wisely to improve your future lifestyle.
Have you ever looked at your income versus your expenses and wonder where on earth all the surplus has been going? Getting a handle on the household budget is one of those tasks that people put into the “too hard basket”. But understanding your finances and making better use of your cash flow can result in amazing improvements to your long-term wealth and lifestyle. The current superannuation scheme is just not sufficient in providing Australians with the retirement lifestyle that is deserved.