The Successful Investor Information Pack

Page 1

The Successful Investor Information Pack

1300 800 886 www.thesuccessfulinvestor.com.au


Why Us? We specialise in property for investment As licensed Real Estate Agents, TSI specialise in finding investment properties that fit your individual personal and financial needs. We recommend properties that appeal to both the investor and owneroccupier market, so you maximise your capital gain when sold.

Keeping you safe It’s difficult finding a company that not only suits you but also has your trust. We hope we are the company you are looking for. Simply put, this is what you can expect when working with us: Our free, unique and personalised Success Program Report (for those who qualify) A free 20-year property based financial plan (Success Program clients only) A company that always puts your interests first A ccess to experienced and qualified property consultants, all of whom are property investors themselves Expert consultants who do not receive commissions

A free book on staying safe when buying an investment property F ree property information workshops in person or online A company who approves only 20% of properties offered to us for sale A free Q & A service for your investment property questions Valuable free finance calculators Free ongoing consultations for all clients

Free property research documents and research templates

1300 800 886

the succ es sful investor - Australia Wide

www.thesuccessfulinvestor.com.au


We specialise in property for investment. Low risk investment

Townhouses

High capital growth potential

Apartments, and

Excellent tax benefits, and

House and land packages.

Cash flow that suits your circumstances

We are professional property advisers TSI specialise in finding investment properties that fit your financial planning strategy. We recommend properties that appeal to both the investor and homeowner market in order to maximise your capital gain when the property is sold. Our recommended properties are Australia-wide, but always in prime locations. Many of the property investment opportunities we offer are not available to the public. When presenting properties to our clients, we supply a copy of our due diligence report including a detailed cash flow analysis so you stay well informed throughout the investment process. As licensed real estate agents, TSI deal only in investment properties. Offering personalised service to Australian investors, we take into consideration all factors before recommending a property to you. We’ll discover your personal situation, whether you’re looking to buy your first property, or add to a growing portfolio. We also assess potential properties for their true investment value. Our recommended properties come with region highlights, property-specific analysis and developer credentials. Our research will satisfy the most cautious investor, covering frequently asked questions and a detailed cash flow report. In short, we make sure you’re equipped to make an educated and profitable choice that will help you achieve your wealth creation goals.

THE SUCCESSFUL INVESTOR

YOUR PATH TO SUCCESS 1300 800 886

the succ es sful investor - Australia Wide

www.thesuccessfulinvestor.com.au


Invest with The Successful Investor We offer potential clients two versions of our unique Success Program at no cost:

1

The Success Program Complete version

2

The Success Program Fast Track version

Many first-time investors come to us with similar problems: Are not sure what property to look for?

Don’t understand the cash flow? Or

Haven’t calculated finances?

Don’t have the time?

Perhaps you are in a similar position and if yes, then you have come to the right place. About 95% of our clients who are first-time investors join the complete Success Program in order to gain the full benefits of its highly detailed, educational and personalised content. Our unique Success Program takes a financial planning approach to property investing, and is only offered by TSI. The remaining 5% of clients join the Fast Track version of our Success Program.

Have you invested before? Weather you are an experienced investor or still a novice, we can help you find that next great property to add to your portfolio. If you want to learn more about property investing, and would like a personalised and detailed plan projecting your potential success, the Success Program is perfect for you. Even if you have invested before, you will still benefit from the full program, or various parts of it. However, if property education and future projections are of no interest to you at present, then Fast Track is for you. The Fast Track version of the Success Program will enable you to view recommended properties almost immediately.

Are you an experienced investor? As an experienced investor, you may already have several investment properties, as well as a good knowledge of property investing. Generally, 80% of our experienced investors join the Fast Track version of the Success Program. They understand property investing, and don’t want to spend any more time learning about depreciation or growth rates. They simply want to see what properties we are recommending, and why. The other 20% of experienced investors chose the complete Success Program.

1300 800 886

the succ essful investor - Austr alia Wide

www.thesuccessfulinvestor.com.au


Not sure which program suits you? Let us help you decide. Once we receive your Discovery Questionnaire, we can arrange a meeting with a qualified consultant (all of whom are property investors themselves) over the phone, in person or online. Either way, our vast experience can help you buy your next investment property safely. Our team has already helped clients buy over 2,000 properties Australia-wide.

All this at no cost! Both programs are at no cost to you – there is no pressure to buy, and no obligation to work together. You may use the information we provide you with any way you like.

No pressure We operate in a strict no pressure environment, which is very different to what you will find elsewhere in our industry. In fact, our consultants recieve a salary rather than commission. Our rule is that when we show you an approved property, there is no contract waiting for you to sign. Our philosophy is never to ask for a quick decision, or put you under any pressure. We always recommend you take the time to consider your choices before making a final decision.

How do we make money? Like any Real Estate Agent, when we sell a property the vendor pays us, which keeps our service at no cost to you. However, it is important to remember that even though we are paid by the vendor, we act for you – the investor. We are always sure to put our clients needs first. In fact, we reject many of the properties offered to us because they do not meet the strict quality control criteria we put in place for our clients.

Staying safe when buying an investment property For more information on how to stay safe when investing in property, please download our free e-book, Cracking the Real Estate Code. A hard copy of this book is available in our office for $10 (including postage).

THE SUCCESSFUL INVESTOR

YOUR PATH TO SUCCESS 1300 800 886

the succ essful investor - Austr alia Wide

www.thesuccessfulinvestor.com.au


Our Process OK, I’m interested. What now?

1300 800 886

1

Download and complete our Discovery Questionnaire.

2

One of our property consusltants wil determine if you’re in a position to invest.

3

One of our consultants will meet with you to discuss your requirements, and together you’ll decide if you’re suited to the standard or fast track version of The Success Program.

4

We begin the property process by researching properties that will match up to your requirements.

5

Reserve the property.

6

Obtain legal advice.

7

Complete the paper work and go unconditional on your purchase.

8

Settle on the property and we will help you find a tenant.

the succ es sful investor - Austr alia Wide

www.thesuccessfulinvestor.com.au


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