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

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Australian Broker

551 Great North Road, Abbotsford NSW 2046
PO Box 578, Concord NSW 2137
1300 289 289