If there’s one thing that is certain in life, it is that things change. Our goals, our dreams, our jobs, our income, our address, our family, our health – everything.
But what are we doing to manage those changes?
One thing that we’ve learnt recently from personal and professional experience is that we need to:
1. periodically review financial plan/goals to make sure they’re still in line with the changes we’re experiencing;
2. have open, frank discussions with your partner to make sure you’re on the same page and both still keen to work towards the same goals.
The key here is to keep your financial plan alive and breathing so that it stays top of mind and relevant.
We’re not financial planners – so we’re not giving advice here, other than to suggest that you see your financial planner or accountant, talk to your partner, think about your plans and what you want to achieve financially in life.
We’re here to help when it’s time to add property to that plan. We can run cashflows, discuss what you’re looking for and find a property to match your needs and investing strategy.
Being investing professionals, we constantly monitor property markets across the country and regularly communicate with agents and developers that we know and trust. We have connections with professionals that can help you secure an investment loan that is structured to meet your personal financial situation, convenyancers that can look after the legals, and financial planners and accountants if you don’t already have one.
It’s like you’ve got your very own VIP access to investing knowledge and opportunities.
If building wealth, generating a passive income, creating a legacy or minimising your tax obligations are on your list of things to do, then we need to talk about how property can work for you.
Just email, call or click the link below to book a time to meet.