Investment strategy with a Simple 3 step framework
I have helped hundreds of property investors grow a profitable portfolio
HOW CAN I HELP YOU?
I apply this Simple 3 step framework
to help YOU avoid painful and expensive mistakes and build a profitable property portfolio
Plan: Investment Strategy
The only property strategy program you’ll ever need to start and build a property portfolio, that supports your wealth aspirations for years to come.
This is a transformative investment strategy intensive, designed to help establish yourself as a powerful and capable investor and design a stellar property portfolio, setting you up for superior financial success that withstands market dynamics.
Establish a clear vision and goals
Get specific about your goals, aspirations, and expectations.
You’ll start with confidence and trust, and bring your “A” game to your investment process.
– First, we figure out what you want and what you need
– We have an initial free consultation where we find out more about you, your goals and aspirations, and your expectations
– We clarify that a Strategic Portfolio plan would be of value to you
– If you chose to work with us, the next step is to engage us in writing it so we can move forward with this fee-for-service package
– You will be required to complete a detailed online questionnaire or Fact Find to help us learn all about you in more detail
Portfolio performance plan
Dig deeper into your current circumstances, income and expenditures, assets and liabilities, cash position, and income profile goals.
This way you ensure that your strategic property plan aligns with your vision and goals, time frames, lifestyle objectives, and risk appetite.
– We begin our detailed strategy development
– We dig deeper into your current circumstances, your income and expenditures, assets and liabilities, cash position, and income profile goals
– We align with your time frames, lifestyle objectives, and your risk appetite.
– We design a fully customized plan for your short & long-term goals after doing the appropriate research on your current situation and portfolio structure
– This is a realistic plan geared toward your priorities and your most important goals
– This helps you weigh the decisions along the way that can strengthen your plan and address the potential risks
Finance & cash flow assessment
Get expert advice on your borrowing capacity so you have clarity on purchasing power.
You’ll enjoy dedicated financial support and visibility of your cash flows, obligations, and wealth creation profile.
– We will refer your profile to a mortgage broker for a borrowing assessment and develop a finance strategy for you
Connect with the right services and people
we have recommendations for all of those partners. As part of our service, we find the right team for you, and your property depending on the location of the investment. We handle the admin so that this is seamless for you.
Develop a custom acquisition brief for property selection
Develop a custom strategic acquisition brief to identify the right property to add to your portfolio and move you toward your financial goals.
– Receive advanced property due diligence pack, including proprietary data packs, and property performance forecasts, so you can make confident buying decisions
– We have established a comprehensive network comprising developers, professional real estate agents, and experienced builders. This diverse and expansive network is our key resource for sourcing and providing the best possible property investment opportunities.
– We work extensively with industry partners who provide a significant depth of experience in conducting thorough research and meticulous analysis of investment opportunities. These partners work actively to identify, evaluate, and validate potential investment avenues, thereby providing investors with lucrative and well-informed choices to maximize their returns.
Implement your plan
Get access to a consistent pipeline of off-market and wholesale properties.
From house and land packages to apartments, townhouses, and duplexes, we can provide you with a broad range of property opportunities that will feel tailor-made for you.
– At the close of your consulting session, you will be invited to a follow-up implementation meeting, where you can discuss your property requirements
– For those clients who require ongoing project management of their strategy, we offer the Portfolio Refresh Subscription Service. Email me at perryn@portfoliobydesign.com.au to enquire.
Execute: Investment Property
I work with a wide network of Australian developers, builders, and aggregators, who focus on the process of sourcing, researching, negotiating, and packaging new property acquisitions, each with a comprehensive range of properties for clients who are ready to purchase.
These relationships with Australia’s top developers and builders mean we have access to a consistent pipeline of off-market and wholesale properties. From house and land packages to apartments, townhouses, and duplexes. I can provide you with a broad range of property opportunities that will feel tailor-made for your portfolio.
Access to premium property
We have developed strong relationships with Australia’s leading property developers.
This enables our clients to access high-quality properties at all price ranges and keeps them secure and on track with their investing.
The majority of these properties are provided exclusively to my clients and are not made available to the wider public through mainstream real estate channels.
Due Diligence
Finding quality properties in the right investment market at the right price is only part of what we do.
Our industry partners are renowned for ensuring that strict due diligence is conducted on every property. This includes market research, building, and pest inspections, and legal and town planning inquiries.
Years of experience have taught them what to look for and which properties to avoid. On average for every 20 properties they review, only one will meet all of our requirements.
Exclusive property deals
You’ll have access to properties produced by Australia’s top builders and developers
Additionally, you’ll have at your fingertips Top flight analysis and due diligence reports for all kinds of property… House and land, off-the-plan, existing inventory, duplexes, and units.
Backed by my outstanding industry partner network, I’ll provide a single point of contact and seamless expertise for every type of investment property, to support you through the purchase process, including contract and purchase support services.
Grow: Portfolio Management
For Seasoned Investors who are stuck or stagnant and intent on building their property portfolio to meet wealth development and personal freedom aspirations.
The Strategic Portfolio Growth is a deep-dive portfolio review and portfolio growth progression
designed to help break through barriers to growth, refresh your finance, and reframe your investment goals and outcomes.
Your growth service is through one of two paths:
– Strategic Portfolio Review
– Property Strategy Call
Everything offered in the Strategic Portfolio Plan +
Portfolio performance review
Get an objective assessment of your current portfolio position with property valuations, rental appraisals, and suburb reports for any properties in your portfolio.
We’ll identify opportunities for rental adjustment, equity release, or refinance, as well as portfolio restructuring to address risk and optimization.
This maps your current portfolio and projections to your vision and goals and addresses gaps, your desired time frames, lifestyle objectives, and risk appetite.
– We begin our detailed review of all properties in your portfolio, including valuations and rental appraisals, and any purchases that may not have been settled
– We will assess buy, hold, and sell recommendations on the assets in your portfolio, based on our proprietary and market-leading suburb analysis.
– We will map this to your current circumstances, your income and expenditures, assets and liabilities, cash position, and income profile goals
– We align with your time frames, lifestyle objectives, and your risk profile.
Finance review
Get expert advice on your borrowing capacity, equity opportunity, loan structures, interest rates, refinance, and debt assessment.
You’ll enjoy dedicated financial support and visibility of your cash flows, obligations, and wealth creation profile.
– We will refer your profile to a mortgage broker for a comprehensive assessment of your current portfolio, as well as your borrowing capacity for your next property purchase.
– We will get recommendations for loan structures, an interest rate review, and cash management for offset and redraw facilities to meet your personal and tax preferences.
Portfolio structure review
Review your property asset plan and address portfolio consolidation, buy, hold, and sell recommendations.
– We’ll align this with cash Flow estimates based on the property price, rental yield, and expenses, with projections to ensure your portfolio not only meets your financial goals but ensure adequate resilience to see you progress and succeed in spite of market dynamics and challenges.
Implement your plan
Get access to a consistent pipeline of off-market and wholesale properties.
From house and land packages to apartments, townhouses, and duplexes, we can provide you with a broad range of property opportunities that will feel tailor-made for you.
– At the close of your consulting session, you will be invited to a follow-up implementation meeting, where you can discuss your property requirements
– For those clients who require ongoing project management of their strategy, we offer the Portfolio Refresh Subscription Service. Email me at perryn@portfoliobydesign.com.au to enquire.
Keep Growing: Strategy Call
A service for Property Investors who are visionaries and doers, who want to brainstorm or validate investment ideas to take their investing up a notch.
The Property Strategy Call is for your investment clarity, designed to help you reframe strategies, rethink approaches, or just have a trusted advisor share ideas for your property portfolio.
Need clarity on your current situation? Clear some roadblocks? Or want to avoid a decision-making disaster?
When it comes to property investing, sometimes we simply need quick, sound, educated advice to put us at ease, get the ball rolling, and move forward with a decision that needs immediate attention.
Get specific about your goals, aspirations, and expectations.
You’ll start with confidence and trust, and bring your “A” game to your investment process.
– First, we figure out what you want and what you need
– We have an initial free consultation where we find out more about you, your goals and aspirations, and your expectations for this 1-hour call
Dig deeper into your current circumstances, income and expenditures, assets and liabilities, cash position, and income profile goals.
This way you ensure that your strategic property plan aligns with your vision and goals, time frames, lifestyle objectives, and risk appetite.
– We begin our detailed strategy development
– We dig deeper into your current circumstances, your income and expenditures, assets and liabilities, cash position, and income profile goals
– We align with your time frames, lifestyle objectives, and your risk appetite.
– We design a fully customized plan for your short & long-term goals after doing the appropriate research on your current situation and portfolio structure
– This is a realistic plan geared toward your priorities and your most important goals
– This helps you weigh the decisions along the way that can strengthen your plan and address the potential risks
Get expert advice on your borrowing capacity so you have clarity on purchasing power.
You’ll enjoy dedicated financial support and visibility of your cash flows, obligations, and wealth creation profile.
– We will refer your profile to a mortgage broker for a borrowing assessment and develop a finance strategy for you
we have recommendations for all of those partners. As part of our service, we find the right team for you, and your property depending on the location of the investment. We handle the admin so that this is seamless for you.
Develop a custom strategic acquisition brief to identify the right property to add to your portfolio and move you toward your financial goals.
– Receive advanced property due diligence pack, including proprietary data packs, and property performance forecasts, so you can make confident buying decisions
– We have established a comprehensive network comprising developers, professional real estate agents, and experienced builders. This diverse and expansive network is our key resource for sourcing and providing the best possible property investment opportunities.
– We work extensively with industry partners who provide a significant depth of experience in conducting thorough research and meticulous analysis of investment opportunities. These partners work actively to identify, evaluate, and validate potential investment avenues, thereby providing investors with lucrative and well-informed choices to maximize their returns.
Get access to a consistent pipeline of off-market and wholesale properties.
From house and land packages to apartments, townhouses, and duplexes, we can provide you with a broad range of property opportunities that will feel tailor-made for you.
– At the close of your consulting session, you will be invited to a follow-up implementation meeting, where you can discuss your property requirements
– For those clients who require ongoing project management of their strategy, we offer the Portfolio Refresh Subscription Service. Email me at perryn@portfoliobydesign.com.au to enquire.
