Australians intuitively understand the importance of property in growing family wealth but the help often comes from people pushing property schemes or agents who are solely acting in the best interests of the vendor, their client.
We are an integrated business hub which means we take a different approach from traditional Financial Advisers who are not allowed to provide advice on property and from Real Estate agents who primary job is to sell property. We sit in the middle!
We do not believe that sufficient financial advice can be given without taking into consideration what is usually our clients biggest asset, their home.
Property has also been very popular with Australian investors. Over the last 6 years it has become a prominent investment choice among SMSFs that now exceed over 560,000 in number.
Property provides the option of gearing to increase growth on equity in a way that other investment classes simply cannot do.
Because of this we are unlike any other client advisory in Australia because we are able to take a completely holistic approach and are agnostic towards the products that we recommend subject to meeting the goals and the expectations of the client.