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.
|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.
|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.
|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.
|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.
|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.
|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.
|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.
|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.
|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.
|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.
|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.
© 2022 Nexus Private Wealth Management
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.