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Our Strategic Property Plan

Attaining wealth doesn’t just happen, it’s the result of a well executed plan. Planning is bringing the future into the present so you can do something about it now!

If you’re a beginner looking for a time tested property investment strategy or an established investor who’s stuck or maybe you just want an objective second opinion about your situation, please leave us your details and we’ll be in contact and give you more details about how to book a Strategic Property Plan Consultation.

Why Bother With A Plan

When you have a Strategic Property Plan you’re more likely to achieve the financial freedom you desire because we’ll help you:

  • Define your financial goals;
  • See whether your goals are realistic, especially for your timeline;
  • Measure your progress towards your goals – whether your property portfolio is working for you, or if you’re working for it;
  • Find ways to maximise your wealth creation through property;
  • Identify risks you hadn’t thought of.

And the real benefit is you’ll be able to grow your wealth through your property portfolio faster and more safely than the average investor.

So who is this service for?

Our Strategic Property Plans are only not for people with so much money, they don’t know what to do with it. Even though they’re the type of people that surround themselves with professional wealth advisors.

Getting a comprehensive property plan can benefit people at all income levels.

It’s for anyone who is interested in building wealth through property investment and who needs some clarity around their next steps.

If you look at people who are financially successful, most of them have been making very smart financial decisions all their life. The sooner you start making smart decisions, the sooner you know where you want to go, and if you have a plan to get there, the more likely you are to attain it. Time is the one thing nobody can give us, so don’t dismiss the concept of getting a Strategic Property Plan as being only for established property investors.

Beginning Property Investors

By helping you get your future planning clear we’ll help you avoid the many mistakes that hold back the majority of first time investors.

For example we’ll clarify if it is better to buy a home or an investment property first and..

You’ll get a finance strategy to help understand your cashflow and borrowing capacity.

Established Property Investors

Also benefit greatly from having a Strategic property plan written for them because we objectively review your current property portfolio’s performance with regards to capital growth, cash flow and future potential to see if you’re heading towards to your planned financial destination.

We then run a number of scenarios to see which would speed up your wealth creation journey. These could include the sale of some of your assets or the purchase of additional investment properties or a home.

You also receive a detailed finance strategy which looks at your borrowing capacity as well as ways to improve your cash flow.

And the benefit to you is and be able to make better informed decisions that will come from the plans that you’ll be given.

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Wondering if our
Strategic Property Plan
could be a great fit for you?
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So who is this
service not for?

Well this service is not for you if you’re looking to get rich quick through property. You’re likely to be disappointed, because we don’t know how to do that safely.

This service is not for you if you don’t have any savings yet, however if you’re already on the way to saving a deposit, having a roadmap could help you get to your destination faster.

It’s not for you if you don’t have the right mindset to save, borrow and invest in property to create wealth. We’d prefer you to first become financially literate and learn the basics of saving, finance, investing and wealth creation.

Now in a moment I’m going to explain a bit more about the details of our Strategic Property Plan, but if you’re unsure what to do next in property why not leave us your details by clicking the link below and we’ll get back to you and organise an obligation free chat with one of our property strategists.

Here are the steps involved in preparing your personalised Strategic Property Plan

When you receive your Strategic Property Plan you’ll have ..

A system to map out

what’s ahead of you financially including a property strategy and a finance strategy

An execution plan

to help take the emotions out of your investing. Remember… when your emotions run high, you financial decisions suffet
Depending on the recommendations in your Property Plan you may need to make some adjustments to your original plans, your portfolio or your debt structure.
Initial Free Consultation

First, we figure out what you want and what you need. So we have an initial free consultation where we find out more about you, your goals and aspirations and you find out more about Metropole and if having us develop a Strategic Property plan for you would be of value, as our services don’t suit everyone.

Part of our fact find requires you to complete a detailed online questionnaire to help us learn all about you.

What happens next will vary depending on your circumstances and needs.

Some people just need to buy a $29 book, even though we’ll often gift you one. Others may be ready to see our home buyers agents straight away and yet others will benefit from having a Strategic Property Plan built for them.

Engage Us

If you chose to work with us and wish proceed with having a plan built for you, the next step is to engage us in writing so we can move forward with this fee for service package.

Detailed Strategy Development Meeting

You will then hold a more detailed strategy development meeting with our property strategist that will enable them to dig deeper into your current circumstances, your income, your expenditures, how much you want your “cash machine” to give you in the future, your time frame and your risk profile.

Finance Strategy

You will be referred to one of our finance strategists who will develop a finance strategy for you.

Your Customised Plan Design

Then our property strategist will design a fully customized plan for your short & long-term goals after doing the appropriate research on your current situation and property portfolio. This is a realistic plan geared toward your priorities, your most important goals and help you weigh the decisions along the way that can strengthen your plan and address the potential risks.

Your Strategic Property Plan Presentation

This preparation and research phase takes time. After a week or two you will be presented with your written detailed personal Strategic Property Plan and this will show you what’s working, what’s not, what’s possible for your financially and what you may have to change to get where you hope to be financially. You will usually be given a number of different scenarios to consider.

Strategy Implementation Meeting
This will be followed with an implementation meeting where you can discuss your various options with your property strategist. For those clients who require ongoing “project management” of their Strategy, we provide ongoing support and coordination with other professionals.
Attaining wealth doesn’t just happen, it’s the result of a well executed plan so If you’re looking for independent strategic wealth advice from a team of proven experts, call Metropole now on 1300 METROPOLE or leave your details by clicking on the link on this page to learn more about how our team can help you.
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