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Who are our customers?

We help first time investors set clear objectives so they can move forward with confidence.

Many experienced investors are comfortable following their own investment strategy, however others come to us for assistance with the finer aspects of portfolio creation.

There is a growing demand amongst the baby boomer generation to invest with an eye to downsizing in the near term. wanting to find a high quality property that will meet both their investment and future living needs.

Property is a highly popular way to build wealth and new investors are entering the market all the time. Yet for every new property investor, there are others who are unsure where, what or how to go about it to ensure they get the best result possible. If this describes you, perhaps we can help. Investor Assist works with all sorts of people - from first time buyers to experienced investors. Chances are, you’ll find yourself in one of the categories below.

First-time investors

We work with people who have recently decided it’s the right time to invest, as well as those who have been looking for some time. A common theme amongst first-time investors is a desire to dive right in without adequately defining what they need from a property investment.

We help first time investors set clear objectives so they can move forward with confidence. We create strategies suited to different budgets and cash flows, source tailored finance if necessary and focus on high quality property assets, which eliminate the potential for unexpected, costly discoveries.

Experienced investors seeking portfolio assistance

Many experienced investors are comfortable following their own investment strategy, however others come to us for assistance with the finer aspects of portfolio creation. Anyone with money can purchase a number of properties, but smart investors do it in a way that minimises risk and maximises after-tax outcomes.

Investors with multiple properties need to consider portfolio diversification, efficient finance arrangements and ownership structures that maximise after-tax outcomes. We aim to fill gaps in portfolios by targeting suburbs and property types that will deliver complementary benefits. And we have unique access to finance specialists who are experienced at tailoring finance arrangements to the needs of property investors.

Investors with an eye on future downsizing

There is a growing demand amongst the baby boomer generation to invest with an eye to downsizing in the near term. Many of these investors are “empty nesters” – whose children have left home and who have equity in their home they wish to use wisely. But they are not ready to give up the family home yet, and may need “home to home” finance arrangements when it comes time to sell their current home.

In the meantime, they want to find a high quality property that will meet both their investment and future living needs. In this case, Investor Assist’s relationships within the ABN Group (one of Australia’s largest home builders) can prove beneficial, providing access to a huge range of housing options. We recognise that different situations call for different strategies, and so our customers are never saddled with a “one size fits all” approach to property investment. If you are interested in finding out what we can do for you, feel free to get in touch.

 

DISCLAIMER:This information is of a general nature only and does not constitute professional advice. We strongly recommend that you seek your own professional advice in relation to your particular circumstances.