CLIENT STORIES

Dan and Emma

Dan and Emma were looking to purchase their first investment property in their SMSF.  While they had invested in property previously, they understood the value of having professional advice.
 

With all our clients like Dan & Emma, we go through our thorough and straightforward process:

  1. We went through an overview of her circumstances

  2. We sourced and presented four property options that suited their needs and goals

  3. Dan & Emma were comfortable with, and based their decision on, the financial analysis and location of the property

  4. We supported them through their purchasing decision all the way through until a tenant was secured.

Our professional clients have purchased property directly and through using their Self Managed Superannuation Fund (SMSF) and used our services to successfully navigate them through to purchasing a property that will help them meet their financial goals.  

 

Our approach is transparent, simple and relaxed and ensures that you get the information you need to make the right decision for your future and your lifestyle.