Certainty Wealth Strategies specializes in tax effective property investment strategies for working professionals. Our strategies are tailored specifically for your own personal situation and investment goals. There are many ways to invest in property, however success is in understanding which is the best one for you and following a road map to make it happen. Contact us to Discuss you needs TODAY
We take a collaborative approach incorporating Accounting, Financial Planning, Finance and Real Estate expertise to maximise the return on your investments, minimise the risk and eliminate obstacles. With this approach we consider Existing homes, Dual living, New Properties, Apartments, Small Development, Property Options and SMSF Strategies. They all have their place depending on your income, tax position, age, existing portfolio and investment goals.
You work hard for your money. Our strategies are about getting your money to work harder for you.
At Certainty Wealth Strategies we can do all the leg work for you. Every thing is researched and presented in writing and you sign off on every step of the process along the way. Our process consists of the following steps
- Step 1. Fact Find and Discovery session
- Step 2. Preparation of the Preliminary Frame work
- Step 3. Sign off on Preliminary Strategy Blue Print
- Step 4. Product Selection
- Step 5. Authority to Proceed
- Step 6. Implementation
- Step 7. Review
We are also the pioneers of the SURE Property Option© which enables investors to participate in the capital growth of prime residential property in established locations with less risk and less obstacles than traditional investment. For investors that are limited in capital or have difficulty with lending, The SURE property option does not require bank funding or large cash deposits and can be owned and funded through a SMSF.
There are many aspects of investing that will be specific to you own personal circumstances that should be taken into consideration before putting any investment strategy into action. Contact us TODAY
