Investments

Buying an investment property

For many, once the family home is paid off – or a reasonable amount of it – they start to look at other ways of building wealth. Often their first thought is an investment property.

We are here to help you.

Common questions to consider

Some questions you may wish to consider include:

  • Is it better to put all my spare money into paying off my mortgage or should I consider other investments?
  • Am I better to invest my extra money in property or shares?
  • Are there tax advantages to owning an investment property?
  • Do I have to pay tax on an investment property?
  • Are there other ways I can invest in property, apart from directly buying a property myself?
  • Am I better off investing directly in property or managed funds?
  • I like to have a face to face consultation to discuss my investment needs in complying managed funds for a Significant Investor Visa(Visa 188 or subclass 888).

How we can help

We can:

  • Review your investment needs and appropriate complying managed funds for Significant Investor Visa application.
  • Look at realistic amounts you can borrow based on your current financial commitments and plans.
  • Set a budget to cover your mortgage commitments.
  • Advise on strategies to minimise tax.
  • Review, recommend and organise appropriate insurance.
  • Recommend if you need to create or review your Will.

What to do next

If you want us to help you decide how to invest call 03-98999818 or fill in the Online form today.