Property Advice 2017-04-07T16:39:23+00:00

Property Planning and advice

Property is one of the most popular strategies for Australians to build wealth. We understand that shares, bonds, direct equities and managed funds play a vital part in someone’s balanced asset allocation and financial position, however as we all know property forms a vital component of most investors financial position. Australians are continually drawn to property as the most popular asset class of choice but where do they go for independent and unbiased support, education, strategic insight and support to help you on your very important decision making journey?

Most investors try to invest on their own at this often creates major financial or emotional challenges in the future (that are almost always avoidable). At PPI we aim to deliver first class, professional property advice for those Australians that choose property to be their main asset class when planning for their financial future. We are in no way against other asset classes, however we choose to focus our attention and expertise on direct property solutions that are tried and tested over the years to provide you with the most strategic way for you to get ahead of the herd.
Our team are made up of specialised property experts such as qualified property advisors, buyers agents, development managers and property managers experienced who are all property investors in their own right. As a business we like to educate and expose our clients to every viable strategy that may suit their current financial goals, risk profile and stage of life in order for a collective “buy in” on the defined strategy to deploy. From there we all set a course together to achieve this plan within the confines of the pre-defined financial position and timeframes set out within the property plan.

Our property experts all love property and understand what is needed to help investors use property in the right way to help build equity and where possible a passive income to have you achieving your financial goals safely and sooner. This is all at the discretion of the client to elect to have this planning and support in order to keep your plan on track every step of the way.

Have a complimentary 45 minute appointment with a qualified PPI Property Advisor

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Why Don’t People Get Ahead?

There don’t seem to be any secrets here…

Capturejhgh No Plan

Capturejhgh Spending more than they earn

Capturejhgh Lack of knowledge

Capturejhgh Procrastination – inaction

Capturejhgh Fear

Capturejhgh Psychological factors

Capturejhgh No team to help action the steps needed to succeed

These are the fundamentals. Human nature is that we tend to ignore them! Often we ignore the most important things and taking action on our own is not always easy. We all know the fundamentals of good health, eating right, getting plenty of exercise, plenty of rest, no smoking etc… but how many of us do it? The same can be said for our financial health.

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How Can Our Team at PPI Advice Help You?

Capturejhgh We provide professional Property Planning & Support.

Capturejhgh PPI Advice are PIPA qualified which means we hold the highest qualifications as property experts with integrity.

Capturejhgh We recommend property strategies and help you to deploy these strategies using our expertise, experience and networks.

Capturejhgh You can choose one or all of our divisions to help you, depending on your situation and expertise.

Capturejhgh We are a one stop shop for investors looking for help to start or continue building their property portfolio effectively.

Have a complimentary 45 minute appointment with a qualified PPI Investment adviser

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Our Solution

Here is a suggested list for financial health.

Capturejhgh Work out your goals

Capturejhgh Spend less than you earn

Capturejhgh Invest the surplus

Capturejhgh Have a plan to achieve your goals

Capturejhgh Acquire knowledge

Capturejhgh Put the plan into action

What Sets PPI Out From The Rest?

 

What does PPI’s Investment advisory service

Planning Division:

The process of planning involves working with the client through goal setting including mapping out asset accumulation phases, strategies, time frames and action steps. Each planner works closely with each client to discuss the realisation phase of a clients’ asset and passive income. PPI planners help clients navigate a typical wealth wheel process so they can understand where they need to focus their attention, learning and understanding to develop successful habits in relation to their finances. Our planners will provide solutions for each clients’ financial structure as they invest in both shares and property. This will include implementing cash flow management strategies for investors to ensure they are achieving as much surplus cash flow as possible to contribute to their investment strategies. In this process our planners also identify clients risk profiles and providing advice around risk minimisation strategies including insurances to be considered, asset diversification, contingency and exit strategies. Estate planning will also be planned in this process.

Working On Your Goals

After cash flow management is organised, PPI Investment Advisor clarifies the potential for future investment with you, the client, and how likely you are to achieve the goals within the timeframe set. Drastic changes may be required to meet these expectations. It’s our Investment Advisors job to help you manage your expectations through education and to support you through the process of change. Ongoing education is woven into the entire process. Along the way, PPI Investment Advisors will look at finance, tax, insurance, superannuation, investment structures, wills, estate planning and the different investment asset classes. Progress is monitored by progress reports and Key Performance Indicators. PPI Advisors do not recommend a specific investment. We will not say, ‘You should buy this investment.’ A PPI Investment advisors role is to overview your options, explain the pros and cons of each option and then work together with the client to come up with a solution. This approach is proven and very effective.  

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Frequently Asked Questions…

Investing in any asset or task takes careful, measured planning to avoid failure. Property Investing is no different. Our Property Advice and Planning will provide you with clear direction of how much property you need, where it should be, what it should deliver (cash flow, growth etc) and when you need to buy and sell to achieve your goals. Many property investors have goals to develop a multi-million dollar property portfolio. We are the only AFSL licensed company in Australia with a national focus to help property investors create a financial plan tailored to property as the main asset class.
Unfortunately, Property Investment Advice is not overseen by any government body due to the inability for the ASIC to make a clear distinction between ‘investment’ and ‘lifestyle’ as people buy property for other reasons than just investing. Many ‘independent groups’ have formed what they call ‘industry bodies’ however officially there is no governance or universally recognised industry body for property investing. PPI’s vision is to have the most trusted and largest independent group of investors and professionals in the country. And we’re well on our way. Unless someone has their Australian Financial Services Licence, they cannot provide you with personal advice for investing with ANY asset, let alone property. At PPI, we can.

 

Have a complimentary 45 minute appointment with a qualified PPI Investment adviser

Register Now