The Experts You Book Before a Property Investment Planner in Melbourne
Helping you figure out if a property investment is even worth it for you
Considering buying a property? Already in the property market, but not sure you’re maximising capital growth? Approaching retirement and wondering if it’s time to exit and re-evaluate your income streams?
No matter where you’re starting from, having support to assess whether property is an affordable wealth-generating vehicle for you can help avoid making costly real estate investment mistakes that send you backward rather than forward.
Think you need a property investment planner? Here’s what getting help from us can look like
- Getting advice on how to structure your investments, with or without property
- Whether using equity from your home to purchase another property is smart or risky according to your personal circumstance
- Having us engage with a trusted property specialist to give you localised data and insight on current market trends and specific property opportunities that are best suited to you
- Developing an exit strategy that helps you determine the most appropriate time and way to sell a property in a way that will maximise your returns
- Determining whether buying and holding property with your own rental property will be a helpful cash flow support to your wider finance goals
- Support with refinancing your property to access equity or reduce payments.
Who property investment planning with a broader perspective is ideal for
- Those considering rental property as an investment strategy
- Those retiring from the workforce in the next 10 to 15 years
- Anyone feeling uncertain with their current property portfolio and potentially needing an exit strategy
Why choose us as an alternative to your typical real estate investment planners?
As qualified financial advisors who aren’t purely focused on property, we’re big on helping you evaluate whether adding a property investment into your broader investment strategy, is indeed the right decision for you.
Having guided hundreds of clients over the years, it’s amazing how many we have helped prevent from taking on huge financial risks and steered in the right direction toward greater investment opportunities they may not have even realised were an option. Honest, up front, and with insight across a range of investment types, our clients often share how reassuring it is to have advisors that really do have the knowledge of what else is out there and what else can be done for their unique situation.
Get the help you need to make the right move with property today.
FAQs
Questions we get asked about property investments
Is property investment suitable for everyone?
Property investment isn’t for everyone. Depending on your financial stability, risk tolerance, stage of life, and even your age, property investment may actually be more risky than it’s worth. This is why having insight from a professional property investment planner can help.
Property investment vs shares… which is a better investment strategy?
This is just one of the questions we will explore in your Future You Session. There is no one answer fits all, as it depends on your personal situation. With the right information that we collect in this session, you’ll walk away with clarity on questions like this and how it relates specifically to your proposed investment strategy.
Can you get me in touch with a buyer’s advocate?
As part of our service, we first help you analyse whether a property investment is right for you. Then, with a network of trusted professionals in our corner, we can connect you with the right experts to support you with your next steps. Whether it’s a property specialist who can analyse property data and help you find suitable investment properties based on location, type, budget and more or a buyer’s advocate that will support you in the negotiation and transaction process. Our clients love the well-rounded support and connections that we have access to.
Are you technically a real estate financial planner?
At Creating Financial Certainty, we are not real estate specialists. Consider us the advisers that are one step before this, helping you first ascertain whether entering or entering the property market is the right financial decision for you. In saying that, we can absolutely link you up with a property specialist who can help you purchase a property once you’ve settled on a decision.