So you want to travel, eat out, live by the beach or in the country, drive the car you’ve always wanted, or help your grand kids through school.
If you would like regular income without having to rely on the pension when you retire, property investment could be for you.
How much you need and want can be worked out now so you can look forward to your dream lifestyle when you retire.
What are your goals?
- Grow property portfolio
- Retire within 10 years
- Travel the world
- Help grandkids with private education
- Invest using SMSF.
What’s stopping you?
- No time. I work a lot and spend time with family and friends
- Tomorrow I want to learn what this is all about before I put money into it
- Not sure how to make it happen
- Still researching what to invest in
- It’ll all ‘work out’ attitude.
A simple approach to property investment
Embarking on the property investment journey can be difficult if you don’t have an accurate map, a skilled navigator, and a trustworthy support crew behind you. That’s where we fit in.
We provide an easy 7 Step process to make property investment simple.
The 7 Steps:
Create a personalised strategy
Work with a SPI Advisor to create a personalised strategy for your property portfolio based on: your current position, goals, preferences, and risk profile.
Set up a finance structure
SPI coordinates with your finance specialist or can recommend one if needed. It is important to set up the correct finance structure to complement your strategy.
Identify suitable properties
Your SPI Advisor will work with you to identify the right kind of properties that suit your strategy and profile. A shortlist will be created of suitable options for you to review from an online portal.
After selecting your property, your Advisor will prepare a detailed cash-flow analysis. It will detail all the financial aspects of the investment and how it relates to you and your budget.
When the property has been approved, Simple Property Investment and ASPIRE Advisor Network will manage the transaction process from start to finish. We’ll make your experience as simple and smooth as possible.
Use our professional network
At settlement, you can take advantage of SPI’s extensive network: property managers, quantity surveyors, and independent building inspectors.
Review and next steps
Review the process and outcome. Make plans for the next step of your strategy if required.
Frequently Asked Questions
The following is a list of most frequently asked questions by Empty Nesters. To view the entire list of frequently asked questions, please visit the FAQs page.
Self Managed Super Funds (SMSFs) are used by many Australians who have the capability and professional support to take control of their super. We have helped many clients purchase property through SMSF. It’s important to always seek advice from an accredited financial planner to make sure SMSF is right for your situation.
5 Point checklist to find out if a SMSF is right for you:
- Don’t rush
- Focus on strategy before property
- Get specific SMSF financial advice
- Set up SMSF
- Get property investment advice from an insured advisor.
Everybody and every situation is different. We look at your personal circumstance and evaluate accordingly. It may be necessary to seek advice from an accredited financial planner to make sure property investment is right for your situation.
BOOK a FREE Strategy Consultation
Would you like one of our property advisors to call you? Just submit your details and we will contact you within 1 business day.
Alternatively, call 1300 82 83 08 between 9:00am and 8:00pm, Monday to Saturday.