Property Wealth Planning Melbourne

If you're looking to build wealth or fund your retirement through property investing, let our property wealth planners provide you with the roadmap to success.

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Melbourne Accountants & Mortgage Brokers | Elephant Advisory
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Are you looking for a property wealth planner in Melbourne?

For a free consultation on your property wealth planning and finance options, give us a call or come in for a chat at our Mount Waverley, Port Melbourne or Chadstone offices.

Everyone knows the power of property for building wealth, however, many don’t have a plan to acquire more. Without directions or a map, it’s hard to know what you need to save, when you should buy and how much you can afford. Our property wealth planning team specialise in helping you answer these questions. Using your individual needs and circumstances, we’ll tailor a property wealth plan that will be your roadmap to a successful property portfolio. From your borrowing power to a timeline based on different scenarios, we’ll guide you on the best structure and approach for investing in property.

Review Your Property Wealth Goals

First, we want to get to know you and your financial goals. It may be to simply buy the next investment property, map out the next five investment properties or review your existing property portfolio. Our property wealth planning experts will deep dive into your ambitions and needs so that we can create a personalised plan that will help you achieve your wealth goals.

Finance Review

One of the most important factors to a sound property plan is financing. This involves sourcing and structuring the right loans to allow you to maximise your borrowing capacity and leverage the equity for your next property purchase. We start our finance review by collecting your income, expenses, assets and liabilities along with any supporting documentation, which is used as a base to build out a financial property wealth forecast. From here, our award-winning property wealth planners will make sure that your portfolio is getting the best property wealth finance.

Property Wealth Plan Presentation

We’ll combine your goals and our finance assessment to create a thorough and detailed property wealth plan. The property plan is a forecasted financial model, with a summary of the options on when and how you can afford the next property. It helps visually understand the requirements needed to achieve your goals. Our presentation will provide you with a great understanding of your options and your steps up the property ladder.

Property Plan Revision

Like any good property wealth advice, we take your feedback and can adjust the plan accordingly. A good plan covers all the scenarios to give you comfort that no stone is left unturned. As property wealth planning professionals, we want to work with you for the long-haul. This means reviewing your financial situation and circumstances to determine whether your plan puts you in the best position to achieve your property wealth goals.

Execution and Monitoring

Once a plan is set, there are two paths. If a purchase is required, then our finance and mortgage brokering team can coordinate the pre-approval. If the path is to save some more or wait a little longer, our team will diaries to follow up and see how you are tracking. Either way, we’ll do everything we can to see you successfully attain your financial and property objectives.

Property wealth plan blueprint

Plan Your Path To Property Wealth

A property wealth plan is your roadmap to a successful financial future. By developing a strategic approach to building and managing your property investments, you can create a stable source of passive income and long-term wealth.

Effective planning is about more than how many properties you want, it's about using your personal financial circumstances to establish clear milestones that will take you where you want to go. With our expert guidance and a personalised property wealth plan, you can unlock the full potential of your assets and achieve your financial goals. Let us help you create a roadmap to financial freedom today.

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Meet Your Finance Team

Our finance team have been with Elephant from day one, delivering expert home loan solutions for over six years. Starting from humble beginnings in a shared office space, Shehan and Gavin slowly built up a loyal customer base through a reputation for excellent customer service and results.

Both mortgage brokers have received numerous nominations and awards over the journey, including Best Customer Service and the Best Loan Administrator at Victoria’s Better Business Awards. Today, the pair are now experienced veterans in the industry who continue to provide stellar servicing for each of their clients.

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Melbourne Accountants & Mortgage Brokers | Elephant Advisory