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    Built with Kit

    What to expect

    Phase 1

    One of the most important, if not the most important, aspect to building a property portfolio is setting clear goals.

    • Developing discipline with property.

    • Setting top level actionable goals.

    • Timeframes - what date are you working towards.

    • The numbers - here we breakdown what it takes to buy a property, with example timelines based on savings capacity.

    • Resources - this is your knowledge, time, cash, experience.

    Phase 2

    Focuses on how to actually implement your strategy to reach your goals… what is the detail involved in getting started?

    Property is a team sport, and the stronger your teammates, the stronger your portfolio and the easier it will be to build and maintain.

    The key positions? A managing agent, a mortgage broker, a tax team, a conveyancing team…

    This will cover different types of mortgages to consider, what ownership structures to use ( personal vs company), and show how these relationships will make your life easier.

    Phase 3

    This is all about ongoing portfolio growth and management. How do you use what you have to buy more?

    This is the fun part… using existing properties to buy more - maybe for you it will be using existing properties to pay others down, reducing debt.

    Explores staying current with property markets, managing expat finances, overseas buying options, visas, and top retirement destinations.