Qualified Property Investment Advice

Whether our clients are time-poor, lacking confidence, or looking for an experienced and independent property investment advocate to guide them through this delicate process, we can provide a tailored and personalised service to fit their requirements.

We offer three types of Investment Advocacy services;

Complete Advocacy, where our seven step process is followed from property investment strategy formulation right through to property search, selection, negotiation and property manager appointment. A unique strategy document is developed carefully for every single client’s needs and is based on their cashflow position, future investing plans, and it dictates the property search parameters and designated returns that we will adhere to in our search for that particular property. Cate’s market knowledge, our clear processes, regular reporting, sound advice, due-diligence steps and off-market opportunities all combine to deliver a stand-out service and a great end-result for our clients.

Co-Involved Advocacy is a systemised process for those who wish to play a key part themselves in the assignment, with the comfort of knowing they are being carefully guided and managed. The same seven step process is adopted and the key difference between the Co-Involved Advocacy and the Complete Advocacy Assignment is that our clients are involved in the initial inspections and shortlisting process of the property with the aid of hand-picked itineraries they will receive every week. Each investor receives a tailored strategy Guidebook, featuring checklists, background information about real estate agent practices, “no-go” properties and due-diligence processes.

This exciting and unique service offers investors an exciting insight into the industry, the negotiation process and all that follows once a contract is signed. Cate remains by their side for the entire process and the objective of this style of advocacy is to fast-track their property investment education while assuring them of a fabulous result. We are passionate about educating those who are keen to learn and Cate is not afraid to be vocal when something is not going the right way. This two-way communication service has enabled hundreds of clients to have confidence while we guide them. And priced below the Complete Advocacy Service, our Co-Involved Advocacy offers an invaluable service for those who may not have considered an advocate.

We are experienced in SMSF Property Investment Acquisition. Buying property within a self-managed super fund is sensitive and requires an understanding of the restrictions and strict rules governing this type of investment. We have extensive experience in helping investors in this space and we can work with any financial planner or advisor.

Since rules around leveraging for SMSF property purchasing changed in 2008, this area has been a rapidly growing space in the industry, yet so many still don’t understand it or appreciate the delicacy required when selecting a property for SMSF.

The services of a qualified and licensed investment advisor must be engaged prior to commencement of any property purchase. We can tailor our services to the practitioner’s strategy based on designated returns, yields and loan to value ratio (LVR). With SMSF investments of her own and many successful SMSF purchases executed for her past clients, Cate offers a unique set of experiences, including an appreciation of lending policy and processes specific to SMSF property investment.

Click here to find out more about SMSF property investment, talk to your financial advisor or planner, and more general information.