Our property advisory team can help you with professional property investment advice. Our knowledge of the property market, combined with our expert research analysis and due-diligence process, will help you make prudent investment decisions.
Our team will guide you through the entire property investment process including – in-depth financial analysis, lending strategy, economic research, product due-diligence, negotiation & acquisition, and pre & post settlement services. We can even help with any financial planning or accounting requirements.
Step 1.We get to know you.
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| This means understanding your financial circumstances and asking lots of questions about your personal plans, your short and long-term cash-flow needs, and your property investment objectives. |
Step 2.We fill in the gaps.
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| We will take as much time as necessary to understand your knowledge and experience with investing and to explain anything you need to know in order to be comfortable with your property investment decisions. |
Step 3.We build your strategy.
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| There is no ‘one size fits all’ solution to property investment. For the best results, your strategy should be tailor made to suit your financial starting point, your future cash-flow requirements, your capacity to borrow, your time-frames, your tax rates, your personal level of comfort. |
Step 4.We obtain finance pre-approvals. |
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| We’ll assess your borrowing capacity and pre-qualify you with more than one Lender. We’ll build in buffers for cash-flow shocks, movements in interest rates, serviceability criteria, or low valuations. Consideration will be given to your overall investment plan and not simply the acquisition of one property. |
Step 5.We research the market. |
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| With what we understand about you and your strategy, we’ll apply our knowledge and research tools to the broader market to shortlist a number of possible property options. We’ll also help you understand the research data so you can make informed decisions about the property you choose for your portfolio. |
Step 6.We perform our due-diligence. |
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| Using our proprietary ‘30 point Investment Grade Checklist’, we assess each option across a number of areas, such as Rental Demand, Growth Drivers, Lifestyle Factors, Point of Difference, Quality of Product, and Risk Factors. |
Step 7.We complete the financial analysis. |
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| We gather all ‘proof’ of financial inputs, including rental appraisals, depreciation schedules, body-corporate schedules, maintenance and management costs etc, and combine with your financial data to calculate the true holding costs to ensure we meet your cash-flow requirements. |
Step 8.We present to you.
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| Once we’re confident we have a short-list of properties that meet your brief, we will present them to you. We’ll talk you through all the pros and cons, as there is no perfect property. We’ll also provide guidance, and answer any questions to help you chose your preferred option. |
Step 9.We negotiate with Vendors. |
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| Using our knowledge of the market and our years of experience, we will negotiate with Vendors on your behalf to attain the best price and terms for your property acquisition. We’ll continue to negotiate with all stakeholders on your behalf, if you require changes to finance arrangements, conditional terms, or settlement dates. |
Step 10.We project manage.
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| We take care of all the paperwork for you. We’ll guide you through the contract signing process, liaise with solicitors and financiers in relation to meeting deadlines, payment of deposits, requests for extensions if required, supplying documentation to financiers, and organising JP or Comm Dec sign-offs. |
Step 11.We help with pre & post settlement services. |
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| We’ll assist with arranging building inspections, obtaining quantity surveyor’s reports, applying for tax variations, recommending conveyancing solicitors or property managers, organising finance, assessing insurance requirements, and dealing with any post settlement maintenance issues. |
We believe our process saves you time, reduces stress, and adds considerable value to your return on investment!
Utilise our experience and resources to ensure you’re at the forefront of successful property investing.
A comprehensive e-book detailing the essential considerations when building your property portfolio. I’m positive there will be something new for you as you make your way through this e-book.
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Nexus Private Wealth Management is privately owned and not licensed by a bank or institution. We do not sell our own financial products or property.
The first step is for us to understand where you are now and have a clear picture of where you want to be and the things that are important to you.
We prepare well-considered plans that draw on a vast array of financial strategies and practical experience to achieve your objectives.
Our connected team of specialists take a collaborative approach to ensure superior outcomes now and into the future.
For many years my husband and I struggled with where to go for financial advice. We wanted somewhere that was a one stop shop and to find an adviser who would look at our whole of life needs now and for the future and be able to tailor solutions accordingly. Someone who would take the reins in some ways, to take the pressure off us, set it all up, monitor and manage it all for us.
We wanted someone who would be genuinely interested in what was the best for our family and not just pretend ... Read More
I have been a Nexus client for nearly 3 years now. They have always been there for me, even just to touch base when I was unwell. Nothing is too much trouble and the effort they put into finding and giving you the best comprehensive advice is tremendous. They have all been a pleasure to deal with and I feel so comfortable with them I am using them more and more for my wealth management. Super, Insurance, Property, financial planning, mortgage brokering and my accounting now all in one place. I ... Read More
Sonya and I have been a Nexus Client since 2012 and in that time the global economy has been subject to volatile property and share market fluctuations often ending in negative growth for most investors. The investment strategies Nexus have provided us with have improved our financial position during these challenging times whist also positioning us for future growth opportunities when they arise. A combination of having strategies in place and the ongoing coaching by the Nexus staff to better ... Read More
It has been a pleasure working with John. My first contact with him was over the phone when I was really overwhelmed with multiple decisions I needed to make to clean up my finances. He has provided clear and concise guidance to both myself and my partner reducing the stress around changing things for the future. His presentations are clear, he takes his time and really goes above and beyond what he needs to do in order to please his clients. I have since referred several of my close friends and ... Read More
I first went to Nexus about 18 months ago at which time I had just left the army and started my own business. Nexus did something I suspect very few wealth management companies would have done. They advised me to NOT pay them and wait until I was in a better financial position. This instantly tells me they are an ethical and people centric company. They could have taken my money and put me in a position of high risk, but they chose to forgo a commission to give me the most honest response possible. ... Read More
We have been with Nexus right from the beginning. When we decided to start a SMSF we wanted to go with a company that could do it all. Nexus provided us with that. They know everything about us now and look after our SMSF, Trusts, business tax and personal tax. Every member of their staff are knowledgeable and approachable. We are so happy and fortunate to have found Nexus. They have made our life so much easier.
I’ve used Nexus for creating a SMSF, tax, legal and estate planning. Great team, great value and great advice over the last year.
We have had a great experience with Nexus. They were recommended by family and we too would recommend them to anybody. Steve and John took the time to explain everything and never used pressure tactics. They also made sure they really got to know us and our goals before making a plan.
Nexus has helped my wife and I establish a holistic financial plan, including long term financial planning, as well as the recent purchase of an investment property.
Stephen and his team have always gone to the effort to understand our personal priorities, and we trust their views and advice which is informed, balanced and focused on our best interests. We highly recommend Nexus Private Wealth Management to anyone who needs financial advice.
My wife and I have been working with Nexus for a number of years now and outside of the financial advice, we have stayed for two main reasons. Firstly, the customer service is second to none and as the Nexus business grows, they manage to employ staff with the same focus on serving the customer. Secondly, the complete service offering means that we don’t need to find different providers for our super, versus our business needs versus our personal tax.
John has been working with my partner Jarryd and I for roughly six months to one year now, we are both young professionals and were looking to buy our first house. Obviously not knowing anything about the property industry or setting up long term wealth in general we really wanted to set ourselves up for the best chance of success. After meeting with John and the team at Nexus there was no question in our minds that we were going to utilise their services. John has spent copious amounts of hours ... Read More
Nexus are great! The support and tailored advise received has been very beneficial. We now have long term financial goals to set ourselves up for the future. I would highly recommend them to anyone looking for financial advice.
I had no experience in working with a financial advisor or wealth management group. I also did not have the time or interest to research information myself. It has been a pleasure to work with John and Steve, as they have guided me through my journey of starting an investment plan for my future. I would highly recommend Nexus for anyone who would like to grow their wealth and learn about the process while doing so.
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Nexus Private Wealth Management is made up of the following companies: Financial Planning advice is provided by Nexus Private Financial Planning Pty Ltd, ABN 58 159 649 055, Authorised Representative Number 425962 of Nexus Private Financial Services Pty Ltd, Australian Financial Services Licence No. 532141. | Accounting and Taxation services are provided by Nexus Private Accounting Services Pty Ltd – ABN 84 169 784 329 (RTA no. 25331778) | Investment Property advice is provided by National Property Advisory Pty Ltd – ABN 52 159 828 038 (REA no. 3565433) | Lending services are provided by Nexus Private Lending Services Pty Ltd – ABN 37 169 705 926 (ACL no. 463839) | Financial Concierge services are provided by Nexus Private Wealth Management Pty Ltd – ABN 37 641 644 251. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Nexus Private Financial Services is only responsible for the financial planning services provided by Nexus Private Financial Planning Pty Ltd.
Any information contained in this website is factual information only and does not take into account your objectives, financial situation or needs. Before acting on any information contained in this website, you should consider whether it is appropriate in light of your particular objectives, financial situation or needs. If the advice relates to acquiring a particular financial product, you should obtain and consider the Product Disclosure Statement (PDS) for that product before making any decisions.
