Plan

It’s important to begin with a plan. If you already have one, that’s great. If not, let’s work together to identify your needs, goals, skills, and risk limits to develop some targeted activities. We can work with your accountant, financial planner or mortgage broker to ensure a coordinated effort if this suits your situation. Our initial meeting will cover the following points, as well as a range of others depending on your individual requirements.

  • Review goals
  • Property locations and styles
  • Financial targets
  • Level of involvement
  • Risk profile
  • Portfolio performance

As featured in...

Your investment property
Property Observer
The Real Estate Conversation
The MP Report