The Professional Services Program has been designed for accountants, solicitors, mortgage brokers and financial planners to diversify and add value to their client offering by having an end-to-end property investment solution. We appreciate that property investment is not a one size fits all approach, and as such we offer personalised strategies based on a client’s goals, financial situation and risk profile. We pride ourselves in achieving sound results alongside our partners, and together generating clients for life.
Complete Property Investment Service
Sound Property strive to provide clients with a complete property investment service offering guidance, education, communication and ongoing support. Our 9-step process is designed to understand and deliver on property investors specific needs and ensure they take action to achieve their investment goals. We have developed an innovative research model that involves a ‘top-down’ approach across three tiers of research. The 15 Key Investment Drivers identify the best markets and property for growth and rental yield. It’s our mission to help people reduce risk and invest safely, in a high performing investment.
We have created efficient systems and infrastructure to make the investment journey more accessible for busy professionals. This includes personalised Client Investment Portfolios which house important documents such as the Contract of Sale, Depreciation Schedule, Building Inspection Report and various checklists. This centralised storage portal can be shared with the client’s advisors and updated throughout the purchase and beyond.
Adviser benefits include:
- Advisers and their clients are given a personal web-based Client Portfolio Portal allowing centralised real time access to all documentation for those involved through the purchase process and onwards
- A personal handover of all relevant information on property purchased provided to Accountants at tax time
- Unique add-on and full turn key service for businesses – No requirement for extra work outside usual core business activities
- Residential and commercial property investment strategies tailored to the individual client – No ‘one size fits all’ approach
- Cloud based reports of client progress and status via Salesforce ® – Real time management and tracking
- Take advantage of our frequent Events and Webinars on relevant property investment topics for which you’re welcome to attend and bring client guests
- Clients are given as much education and knowledge as possible, ensuring they can make informed investment decisions
- Extremely rigorous property selection criteria – All property must contain our 15 Key Investment Drivers
- Low-risk property in blue chip locations – Tick all the fundamental investment indicators for future growth and stable rental demand
Download the Professional Services Program (PSP) Brochure:
“The team at Sound Property have integrated exceptionally well into our business providing a full property investment solution. Their sole focus is the best outcome for the client which gives us comfort to focus on our core business. We receive regular updates on each client we introduce and have received very positive feedback from our customers.”
Simon, Mortgage Advisor and Business owner
“Sound Property Group provides hand holding assistance to those clients looking to invest strategically in blue-chip property. We will continue to recommend and sing praises of Andrew Cull and his Team at Sound Property Group, as they tailor their service to meet the Client’s needs. We and our Clients are truly grateful for their expertise and guidance on all property matters.“
Nathan, Accountant and Business owner