This is why we always like to talk to our affiliate mortgage brokers, financial planners and accountants before making any acquisitions. If you already have your own team of professionals in place, that’s great! We are happy to work in with your network to deliver a result that works for you.
Our Investment plan begins by getting a full download of your personal position currently, and your hopes for the future. This allows us to tailor a strategy that helps draw a map, showing you how to get from where you are today, to where you want to be in the future.
With that information we sit down with the relevant people, to ensure a well intentioned, rounded and streamlined strategy to move forwards with. We then organize a meeting in our office to walk through various scenarios and educate you on the potential outcomes of various decisions.
We guide, you decide.