The first step of the process is to get an understanding of your current position and existing situation. This includes getting an understanding of your existing assets, liabilities, incomes and expenses. From here we look at what it is that you wish to achieve financially and in what timeframe.
Now that we understand where you are and what you want to achieve we will present and go through with you the agreed upon wealth strategy to take you from your current/starting position to your end position (goal). The strategy is realistic and achievable in the timeframe agreed upon.
The next step is where our finance strategists will review your current financial structure and develop a finance strategy to help you implement your wealth plan. It is important that you as an investor have in place the correct financial and investment structures.
At Wealth For Life, we source, negotiate and acquire the best properties and investment opportunities for our clients. As investors ourselves, we also invest in a majority of these assets ourselves. Every Wealth For Life approved property has been through an intense due diligence process to ensure our clients have all the information required to make sound and informed investment decisions.
Let’s face it, you’re busy with your day to day living of work, family and social activities. Yet someone needs to manage this entire process of selecting property, addressing tax and legal structures with accountants and lawyers, investment finance and banks, conveyancing and settlement, building and construction, dealing with insurance companies, quantity surveyors, quality assurance managers, property managers and more.
Once your property is completed, now comes the task of finding the right tenant.The importance of this whilst obvious, cannot be overstated. After all, its with the help of the tenant that allows you to maintain a viable property investment portfolio long term, putting more and more money into your pocket each year.
At Wealth For Life it’s about ensuring we help people achieve their goals through wealth creation in a safe, secure and simple manner. Therefore your goals, as set out in the planning stage of our model, govern and determine any action and decision made. We review your investment portfolio on a scheduled 6 monthly basis.