STEP ONE

Personal Assessment

A no obligation appointment designed to introduce client’s to the concept of creating wealth through residential investment property and to highlight how well selected property can help them minimise tax and achieve a comfortable and financially secure retirement.

STEP TWO

Education

The Property Investment Consultant explains the nature and mechanics of property investment and how the numbers actually work specific to the clients tax position and a Property Investment Analysis will be presented to the client that details costing, taxation, returns and projections.

STEP THREE

Research

Research continues on from Step 2 by identifying potential growth regions and providing the client with up-to-date research that helps identify important trends such as capital growth, population, vacancy rates, employment and other significant infrastructure developments that may impact future growth.

STEP FOUR

Property Selection

The client will be presented with a home and land package that is suitable to their desires and their financing requirements – this will always be done on a ‘subject to finance’ basis.

STEP FIVE

Finance

The prospect will sit down with a Finance Professional one-on-one to discuss topics such as their assets and liabilities, their financial goals, any concerns, how they may use the equity in their home, loan structure and risk minimisation, explain the latest banking facilities available, taxation, mortgage reduction, property investment and how it is done.

  • Terms and Conditions

    Limited to only one free gift ( ie Fitness Tracker) per adult for all IQ Asset
    Management events, with a maximun of three per household. The term ‘household’ includes spouses, siblings, parents, children, grandparents, grandchildren, in-laws, housemates, other family extension and any other persons residing at the same household whether or not related.