Once the Property Investment Workshop has been completed, we then move on to creating a detailed 2 to 5-year property investment portfolio plan individually tailored to each investor’s unique circumstances and financial goals. This plan puts in place the immediate actions identified in the workshop and may include restructuring of existing debt to free up equity and optimise your cash flow and, if appropriate, the acquisition of investment property.
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.