Property Investment Meeting

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Step 1 – National Investment Planning property investment meeting to establish your plans and requirements with your local advisor. Your long-term goals as well as your time frames are important because this will determine the type of property, the location and the strategy that we recommend.

The investment process will review your existing investment property portfolio, if you have one, as well as your time frames and risk profile. We discover if your existing plans or financial situation will allow you to achieve your goals.

Step 2 – Help you formulate your Wealth Creation Strategy

Once an understanding of where you are and what you want to achieve is clear, you can then formulate a realistic strategy to help you achieve your goals.

There are 3 parts to this strategy:

Property Investment Meeting Outline

Devise a property investment strategy to fit your budget, time frame and risk profile including an action plan. The property investment evaluation will include the following;

  • Effective tax minimisation strategies
  • Detailed explanation of positive and negative gearing
  • Mortgage reduction
  • Finance Structure
  • Determining what property will best suit you
  • If you feel that the timing is not right or for any other reason, we will also provide you with your comprehensive and personal property information after your review at no charge.
  • You can also trust that all your personal information is in safe hands and strictly confidential.
Finance Strategy

Our finance affiliates will work out a strategy to set up a financial structure for the long term. They take the time to understand and review your individual situation and answer all your questions without any pressure of moving forward. In addition, we recommend you speak with external parties (i.e. accountants etc) before making any decisions. After all, the decision to invest in property is an an important one!

Structure and Asset Protection Strategy

If necessary we will refer you to qualified accountants or solicitors to ensure that you are going to be buying your property in the right structure to protect your assets and maximise its return. This could include investing through your superannuation fund or through trusts or companies.

Step 3 – Property search

Once you give us the go ahead, our affiliated property specialists will undertake a comprehensive search of properties available for sale to enable you to implement your wealth creation strategy.

Step 4 – Due diligence process

If you are keen to proceed, we will then further evaluate and assess the property further. We may arrange a building inspection or get your solicitor to assess the documentation and Contract of Sale.

We will identify comparable sales and rentals in the area and assess the potential capital growth of your property based on historical trends and future indicators.

Step 5 – Valuation

Through our access to industry databases, obtain up to date information about the property as well as comparable sales data which will assist in determining its value.

Step 6 – Property Investment Management

The long term success of your property investment will be maximised through proactive property management.

Step 7 – Ongoing Support and Regular Review

We’re there for you in the long term and help you keep on track.

How do I get started?

Contact National Investment Planning on 1300 545 899 for a free information pack, or to arrange an obligation free consultation.


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