Client investment journey

Here’s a simple guide to your investment journey with us.

01. Book a consultation with our real estate team

02. We discuss your goals, objectives and risk profile

03. We will make suitable suggestions on location and property investment type

04. We present you with the financials and cashflow projections to support our suggestions

05. We present you with an investment case for the location and/or property type

06. We explain the use of mortgage or cash and how this affects the investment case

07. We answer your questions and address any concerns

08.Secure the selected property with a reservation form and deposit

09.If a mortgage/bond is required, we will engage the broker and lender to begin the process

10.We introduce the solicitors and start the paperwork to move to an exchange

11.We manage required documents, valuation, and transfer of funds

12.Once property has completed, we engage the managing agent to find a tenant

13.We assist with management of property and a lease

14. We answer your questions and address any concerns

15.We regularly advise you on market conditions and property values

16You can ask us annually for our thoughts on your rent review figures

17.Should you wish to dispose of the property, come back to us and we’ll help you do so

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