Sophisticated and first time investor

Loans for Sophisticated and First Time Investor

Introduction

Investing in property has always been seen as a safe and effective way to build wealth.
The tangible evidence of your investment coupled with the rental income and possible tax concessions make it easy to see why an investment in property can be an attractive choice.

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Key Issues to Consider

Before you embark on the process here are some of the key issues to consider:

  • The importance of sound financial and property investment advice
  • The impacts of negative gearing on your tax position
  • Ownership structures
  • Record keeping requirements
  • Income (eg rental)
  • Profit at sale – what is capital gains tax?
  • Expenses – what is depreciation?
  • Expenses – how much does it cost per week/month/year to own a property?
  • Finance – loans types and is it easier if I already own a property?

Complimentary obligation free consultation

Discuss your specific needs & formulate the right strategy for you.
Get in touch to organise your complimentary 60min session today!

What’s involved in obtaining a loan through Intuitive Finance?

Process begins

Step 1
Consult

Initial consultation (via the phone, skype or face to face) where we establish your motivations and requirements

Step 2
Gather

Information gathering to confirm your financial status

Step 3
Review & strategise

Clear and detailed review of your financial position with a suggested investment or buying strategy for you to consider including an assessment of the best and most appropriate deals available

Step 4
Agree & Implement

Complete the necessary application paperwork including follow-up negotiations with lenders and adjustments if necessary

Step 5
Complete

Finalise approval (s), arrange formal paperwork to be signed

Step 6
Settle

Coordination of the settlement process
Process ends
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The Key Finance Issues all Property Investors Need to Consider

Download this handy guide that the team at Intuitive Finance has put together for you.

Instant download