Build property wealth

Investment Property Planning

Dreaming about the future is great. Planning for it is even better and way more fun, because it makes it real.

Property planning is all about making good decisions. With a bit of help, these decisions will put you on the right path to create wealth through property.

1% better is all it takes

When purchasing property, the 1 per centers can make all the difference, especially when looking at it with a long term view . A 1% better property decision over 15, 20 or even 30 years can make huge impact.

But moving the dial, even just by 1%, takes knowledge, experience and planning. Enter, the Elephants! 

Let’s work together to plan your property roadmap, and provide you with the vision of what your future could look like.

How it works

We get to know you

Everyone’s different! Sure, the big milestones may be similar, but everyone’s dream is unique – we love that. That’s why we start by getting to know you – what’s important to you now, your lifestyle, your situation, as well as your life-long ambitions.

We take a deep dive

This is like getting to know you on heat. We’ll gather your financial data, ask a million questions, to better understand your current situation. It’s not scary, we promise! We’re not here to give you a score, we just want to get a lay of the land.

We put our strategy caps on

This is where we work our magic. We take your goals, your data and everything we know about you, and develop an awesome strategy for building your property wealth over time. And together, we’ll create a plan for your next property investment.

We create your plan

Time to create your plan! Here’s where we draw on our experience and work with hundreds of property buyers before you to build a tailor made property investment plan. Yep, we’ve got an elephants nose for sniffing out a hidden gem of an idea!

We review

A plan is nothing without a final consultation from you, the plan owner! We step you through each area of our planning documents to ensure you have all the questions answered along with our assumptions. We provide context to our decisions and clarity to our thinking so you are in the best position to go execute yourself.

PLANNING PACKAGES

Property plans

Our property plans will give you the confidence to execute on your own, are tailor made to take the guesswork out, and improve your outcome. Buying one now, or a bunch , there's a plan for each.

1. Personal Review

Understanding your goals and objectives

2. Finance Plan

Finance and debt scenarios

Repayment acceleration plan

Finance forecast including
key wealth milestones

Multiple purchase scenarios and timeframes

3. Geographic Plan

Focus areas and property types to execute on

Recently sold property comparables

Single property plan

$5,999

Let's start

Multiple property plan

$12,999

Let's start

Two plans below.

1. Personal Plan

Understanding your goals and objectives

2. Finance Plan

Finance and debt scenarios

Repayment acceleration plan

Finance forecast including
key wealth milestones

Multiple purchase scenarios and timeframes

3. Geographic Plan

Focus areas and property types to execute on

Recently sold property comparables

Let's start

Personal Plan

Understanding your goals and objectives

Finance Plan

Finance and debt scenarios

Repayment acceleration plan

Finance forecast 30 years

Multiple purchase scenarios and timeframes

Geographic Plan

Two focus areas and property types

Recently sold property comparables

Let's start

Get your finance

Let’s combine your best interests with the best interest rate. Time to breathe a sigh of relief – we’re going to make this easy.

Testimonials

Jaz

Gavin Hepponstall has been a awesome to work with. Helped me purchase my first house and was highly responsive and knowledgeable throughout the proces

Ryan

Smooth is generally not a word you associate with financing or purchasing a property, however Shehan and James' professionalism made it easy

Brent

Both Shehan and James were great to work with when buying my first property. Their professionalism, kindness, support and guidance was brilliant

Sam

Oz is truly amazing! I have been with many accountants before Oz and has easily out performed any of my previous ones.

Ben

Great company, with good accountants, always gives the best advice when I have questions, as well as helping me with business advise

Alice

Thank you Oz for all your help with my tax return. Made the process very easy and stress free. Best accountant in the Mount Waverley area!

Jaz

Gavin Hepponstall has been a awesome to work with. Helped me purchase my first house and was highly responsive and knowledgeable throughout the proces

Ryan

Smooth is generally not a word you associate with financing or purchasing a property, however Shehan and James' professionalism made it easy

Brent

Both Shehan and James were great to work with when buying my first property. Their professionalism, kindness, support and guidance was brilliant

Sam

Oz is truly amazing! I have been with many accountants before Oz and has easily out performed any of my previous ones.

Ben

Great company, with good accountants, always gives the best advice when I have questions, as well as helping me with business advise

Alice

Thank you Oz for all your help with my tax return. Made the process very easy and stress free. Best accountant in the Mount Waverley area!

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Mario

I highly recommend Elephant, reliability is everything when you run a business and Sam & Oz are always there to look after my accounting needs.

Ilya

Elephant accountings expertise was exactly what we needed, the team spent the time to understand our needs and provided a fantastic go forward plan.

Zik

Sam and Oz are extremely knowledgeable accountants, and provide cutting edge solutions. I highly endorse their services.

Taylor

The Elephant Advisory Team were great to work with and could not recommend them more highly. I found the buying experience seamless with them!

Elise

The greatest asset that James provided us was his availability to provide prompt and detailed responses whilst continuously offering support.

Joel

Shehan and the team are great to work with, they made the loan process very simple and easy to understand. I would definitely recommend them.

Mario

I highly recommend Elephant, reliability is everything when you run a business and Sam & Oz are always there to look after my accounting needs.

Ilya

Elephant accountings expertise was exactly what we needed, the team spent the time to understand our needs and provided a fantastic go forward plan.

Zik

Sam and Oz are extremely knowledgeable accountants, and provide cutting edge solutions. I highly endorse their services.

Taylor

The Elephant Advisory Team were great to work with and could not recommend them more highly. I found the buying experience seamless with them!

Elise

The greatest asset that James provided us was his availability to provide prompt and detailed responses whilst continuously offering support.

Joel

Shehan and the team are great to work with, they made the loan process very simple and easy to understand. I would definitely recommend them.

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Melinda Norton

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Jaz

Gavin Hepponstall has been a awesome to work with. Helped me purchase my first house and was highly responsive and knowledgeable throughout the proces

Ryan

Smooth is generally not a word you associate with financing or purchasing a property, however Shehan and James' professionalism made it easy

Brent

Both Shehan and James were great to work with when buying my first property. Their professionalism, kindness, support and guidance was brilliant

Sam

Oz is truly amazing! I have been with many accountants before Oz and has easily out performed any of my previous ones.

Ben

Great company, with good accountants, always gives the best advice when I have questions, as well as helping me with business advise

Alice

Thank you Oz for all your help with my tax return. Made the process very easy and stress free. Best accountant in the Mount Waverley area!

FAQ's

1. Is there a difference between a Property Plan and a Buying plan?

The property plan has two versions, a single and multi plan. These plans are to give you the research and confidence you need to purchase a property on your own. Encompassing a review of your personal, finance and the geographic purchasing options in Melbourne, our report provides you with in-depth research to succeed on your own.

2. Whats the difference between the single and multi plan?

The difference is purely your financial capacity to purchase a single investment property now, versus a number of properties. Our report will outline the specifics based on your estimated purchase price and number of assets. Not sure how much you can afford? Speak to our finance team!

3. What is a buyers advocate?

A buyers advocate, represents the buyer during the purchase of a property, just like a real estate agent represents a seller in a property transaction.

4. Can I afford a Buyers Agent?

You will be spending hundreds of thousands maybe even a million dollars purchasing a property, the potential savings and peace of mind that you get from using a Buyer’s Advocate can see the money spent on fees mitigated. We have tried to strip away any unnecessary costs to make our services as cost effective as possible. Our fees are fixed so you don’t have to worry about any hidden surprises down the line.

There’s always a lot going on in the landscape of lending and property. Rest assured, we’re here to guide you through the jungle with insightful information.

More Good Advice

Let’s get started

Think we’ll make a good team? We'd love to hear from you.