PERSONAL PROPERTY INVESTMENT PLANS
Achieving wealth means different things to different people. The process I take clients through is about understanding their needs, timeline, goals and preferences for risk now and into the future. This process allows me to tailor a solution, which takes into consideration all these factors on the way to creating a master plan.
As a certified property investment adviser, I work with people over the long-term, regularly reviewing and adapting the plan to the changing circumstances and preferences. The process is continuous. This gives clients the highest probability of achieving their goals and dreams.
Part of my role as your property investment adviser is to ensure you have verified and up to date research supporting the areas I am selecting for my clients to invest.
These reports are painstakingly put together and include factual references rather than media based information.
If you undertake a construction project with me, I am able to act as an independent project manager to monitor the process. Regular reporting to the client gives us an ability to keep you up to date every step of the way.
The level of service I provide is about creating an armchair experience for you. Regardless of your level of expertise around investing and property, I work with you to create a tailored level of support.
Where clients want to acquire established properties in key markets we follow, I utilise the best buyer agents in the market.
For example, in the Sydney market, Phoenix works with Chris Gray, who is one of the most successful and respected buyers agents in the country.