The 360o Metropole System
Step 1: We establish your requirements
The first step in the process is to get a clear understanding of your assets and liabilities and also your income and expenses. We take the time to investigate your situation in detail so that we can provide you with a full understanding of your existing financial situation.
That’s why the first step in the property investment process is to get a clear understanding of your current position, your assets and liabilities and also your income and expenses.
Our initial meeting is free of charge and without obligation and allows us to find out your goals and objectives.
We review your existing investment portfolio if you have one as well as your time frames and risk profile. We discover if your existing plans will allow you to achieve your goals.
Your wealth plan will be reviewed annually as part of your portfolio review process to ensure you are on track to realising your property investment goals. We will show you how you can reach financial freedom when investing in property wisely and explain which strategies are right for you to achieve optimum results.
Please call us on 1300 20 30 30 to find out how we can help you or complete this form to and we will contact you.