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.
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