Investment Strategy Session
A clear strategy.
Before your next move.
In a one-hour strategy session we review your financial position, goals and risk appetite, and turn them into a realistic budget, the markets that suit you, and a step-by-step plan for your next property purchase.
What's included
Your position.
Your plan.
- Understanding your current financial position and investment goals.
- Establishing a realistic purchasing budget.
- Reviewing borrowing capacity and finance assumptions in consultation with your mortgage broker.
- Assessing rental income, holding costs and cash flow.
- Evaluating potential investment returns and associated risks.
- Identifying suitable states, cities and suburbs.
- Developing property selection criteria and investment strategies.
- Establishing a practical acquisition roadmap.
- Reviewing existing property portfolios and future purchasing opportunities.
What you receive
A personalised Property Investment Strategy outlining your objectives, purchasing budget, preferred markets, property selection criteria, cash flow considerations and recommended action plan, delivered within 3 business days of the session.
We provide property advice only. We do not provide financial product, credit or tax advice; please speak with your mortgage broker, accountant or financial adviser on those matters.
Ready for the full purchase?
Start with one decision.
Hand us the whole purchase.
If you decide you want us to find, assess, negotiate and manage the purchase for you, our Property Acquisition service takes it from here.
About Property AcquisitionFAQ
Questions investors ask.
Straight answers.
Who is the strategy session for?
Anyone planning a first investment property, or an existing investor deciding on the next purchase or reviewing a portfolio.
Is it online or in person?
Sessions are held by video call. In-person meetings in Sydney can be arranged.
When do I receive the written strategy?
Within 3 business days of the session.
What should I prepare?
Your approximate income, savings, existing loans and properties, and any pre-approval from your broker. The more we know, the more specific the plan.
Start here
Free 30-minute video call.
A clear next step.
Talk through your goals, budget and timing with Lawrence. You will know how we can help and whether we are the right fit. No obligation.
Book a Free 30-Min Call