✔️Meet your advisor, then complete an Interactive Fact Finder online​

✔️Review your discovery Fact Finder with your advisor on your current position​

✔️Understand what you want to achieve for the future

✔️Discuss your comfort level, budget and investment goals​

✔️Explore property investment analysis numbers and investment outcomes​

✔️Decide and agree on the engagement of your QPIA® Advisor professional services

✔️Review a shortlist of investments based on your goals and suitability​

✔️Due diligence on past performance, market value, current supply & demand​

✔️Analysis of Investment income, yield, expenses and potential after tax investment returns​

✔️Confirm alignment to goals, risk and investment comfort levels​

✔️Explore property investment analysis numbers and investment outcomes​

✔️Select final location opportunities for acquisition team to secure a property off the market​

✔️Be ready for your first tenant and handover with the Concierge team & Property Manager​

✔️Manage your property investment business

✔️Monitor the performance each financial year with an annual review with your Advisor