About You
At Investor Finance we believe that investing is a journey not an event so, while most mortgage brokers focus on the transaction of the ‘loan’, our focus is helping you achieve your long term goals and walking with you along the road to wealth through property.
Before we even get into the loan process there is much we need to uncover to allow us to help you identify not only the right loan but the right financing strategy that supports your property investing plan and allows you to achieve your short, medium and long term objectives.
To understand you and your journey better we are happy to sit down with you and work through a ‘Property Investing Strategy Assessment’ … simply, a worksheet that forms the basis for a discussion and process of discovery that could well change the course of your life and how you approach property investing.
The discussions we’ll have through this process are designed not just to give us an understanding of your financial position for mortgage broking purposes but, and perhaps more importantly, they will also help us uncover your property investing knowledge and strategy. From the answers you provide to these questions we’ll be able to effectively partner with you – to make your dreams happen!
Along with your ‘Property Investing Strategy Assessment’ we will also give you a FREE ‘Property Portfolio Review’ valued at $195
If you’d like to arrange for one of our Investment strategist to sit down with you and help you start to realise some of your property investment goals, please complete the form below and we’ll arrange for your local strategist to contact you…
