This service is suitable to property investors looking to
- Buy their first home
- Move to new home
- Purchase an investment property
- Grow their investment portfolio
- Want a frank discussion regarding their current investment portfolio
I have been providing this service all the way back to 2012 and it is quite unique out there.
What the Property Plan uses is my eleven years as a Financial Adviser and five years as a Mortgage Broker to guide you to better property decisions. It will use a cross over of life planning, general financial advice, mortgage broking and wealth coaching.
If you are looking to buy a property for any reason, please stop because this is a huge decision and please get in contact.
I would love to help coach you through the journey from start to finish, and fundamentally stop you making any costly mistakes.
As a Mortgage Broker, I do not charge a direct fee for this service and instead I am paid directly by one of the thirty or so banks that we may decide to use for your home loan.
Please note: I only work with a few carefully selected Buyers Agents around the country, and I DO NOT work with any developer, property sellers or builders selling poor property investments. If you are looking to buy Off The Plan, New Developments or other similar properties, I will not be the right mortgage broker for you.