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Property Asset Planning – NOT a Standard Real Estate Agent!

Property Asset Planning – NOT a Standard Real Estate Agent!

Property Asset Planning – NOT a Standard Real Estate Agent!

Property Asset Planning is not your standard real estate agent or Investment Company! When you make the decision to purchase an investment property through us, we stay with you throughout the entire journey and beyond.

The biggest difference between a standard real estate agent and Property Asset Planning, is that we can’t sell you anything!

Let me say that again….
Property Asset Planning does not sell you an investment property.
You as an investor purchase an investment property.

What Does Property Asset Planning Do?

Property Asset Planning educates investors and provides valuable information on the investment process. We work closely with Financiers, Financial Planners, Accountants etc. to ensure that any options presented to you suit your individual circumstances.

Once you have all the information (and most importantly, once you understand all the information), you can then make an educated decision as to if you want to purchase a tax effective investment property.

Throughout the process, we do not sell you an investment property.
You make an educated decision to purchase.

What Happens After I Purchase An Investment Property?

If you make the decision to purchase an investment property through Property Asset Planning, we don’t disappear once you have signed the contract.

There are a number of steps to go through after you have made the decision to purchase, and Property Asset Planning will be with you through every single one of these!

We work with you and the required professionals to keep the process moving forward. The professionals may include: your financier, financial planner, conveyancer, estate specialist (wills) just to name a few.

Property Asset Planning will keep you up to date with land settlement and the development process, liaising with the builder and providing communication to you on a regular basis.

As the property nears completion, we liaise with your nominated property manager and provide them with photos of the property so they are able to start their search for a tenant.

Furthermore, if you have elected to install solar on the property, we will work with the solar provider and the builder to arrange installation.

My Property Is Complete And Handed Over – Now What?

Property Asset Planning does not go away! (Sorry, you’re stuck with us, which is great news!)

A business like ours is built on word of mouth and your experience throughout the process. We are not a ‘FIFO’ (fly in, fly out’) business and have a strong relationship with each and every client we help.

Even if your investment property handed over 3 years ago, if you have a concern or issue that is not being addressed to your satisfaction, please let us know! We are always here to help.

We pride ourselves on helping our clients – even when it may not be related to their investment property!

We even remind you to book your annual finance reviews – this simple appointment (or sometimes phone call) can save you $000’s without changing banks!

As a proud South Australian business, we know that word travels quickly! Property Asset Planning was established 17 years ago and we plan to be here for the next 17 and beyond! So much so we have recently launched Property Asset Property Management – a Full Service property management company with the same ethos and values as Property Asset Planning.


Property Asset Planning looks forward to the future, meeting new people and helping them achieve their long term investment goals through smart property investments.


If you, or someone you know is considering property as an investment contact us today and arrange a free 1 hour educational consultation.


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Find out more about Investing in Property

If you have considered investing in property, our educational 1 hour Financial Freedom Information Evening (when available) or a meeting with a Property Strategist is invaluable.

We educate people interested in protecting and growing their wealth via smart property investments so they can take control of their future and make their own decisions.

Obtain knowledge and make an informed decision... Book a 1:1 presentation to find out more!

The information provided is purely to educate you on the in's and out's of property investment. It will help you make an informed decision on whether investing in property is right for you.