After completing our Property Investment Workshop, we develop a personalised 2–5 year property investment portfolio strategy tailored to your financial goals. This includes immediate actions such as debt restructuring, cash flow optimisation, and, where appropriate, investment property acquisition. Our long-term Property Wealth Planner then maps your entire property portfolio strategy through to retirement.
In addition to the property investment plan, we also create a longer-term comprehensive strategy using our unique Property Wealth Planner that maps your current and future portfolio against market variables right through to retirement.
inSynergy will then work with you to implement the plan including our bespoke investor finance broking services. We help you source high-growth investment property that meets our strict, risk-adjusted criteria and liaise with your other advisors such as accountants, financial planners, and lawyers to ensure the strategy and plan consider and integrates their advice.