top of page

Investment Portfolio Plans

Are you looking to buy an investment property but unsure where to start? Our Investment Portfolio Plans are a crucial step before starting the search for the right investment property. They help us to outline your overall financial position and how property investment is going to be used to achieve your long term goals.

Data Analytics

Our professional data platforms provide the resources necessary to analyse the market trends and help narrow down the highest performing areas for your search.

Regular Portfolio Reviews

As your Property Portfolio evolves, so will your personal circumstances. We recommend periodic reviews of your property performance as well as your goals and objectives.

Bespoke Buying

We recognise that not one size fits all and it's for that reason every investment requires careful and custom selection to match property performance with your individual goals.

Personal Service

During the Investor process, you will be dealing directly with our Principal Kimberley Ackerman. She will also undertake all necessary research, prepare your Property Portfolio Plan and be there every step of the buying process offering a highly personal service.

Holistic Investing Overview

During your investment journey, we work closely with anyone else in your Property Team to ensure any additional factors have been considered along the way - such as your Accountant, Financial Advisor, Mortgage Broker etc. 

One Agency - Nationally

We are proud to be able to provide our Investor Clients with a one-stop-shop for purchases across the country. This saves our client's from sourcing multiple Buyers Agents across the country for multiple purchases.

Book in a Strategy Call

Like what you see? Fill out the below and our team will get in touch with you.

  • Facebook
  • LinkedIn
  • Instagram

Thanks for submitting!

bottom of page