I Have A Few Ideas But, Don’t Know How to Grow?
We’ll Create a Clear Investment Strategy that Meets Your Financial Goals and Needs
We’re experienced property investment strategists – and we’re here to help you enhance your existing property portfolio.
You have probably dabbled in property for a few years, doing it yourself and learning as you go. You might not be a complete novice, but, you haven’t had a trusted financial partner to guide you further.
ClearPath Financial offer a broad range of financial services to create a tailored investment strategy that meets your short, medium, and long term goals based on your financial position and needs.
Finding Your Clear Path to Investment Growth
Creating an investment portfolio can be stressful, risky, and confusing. But it doesn’t need to be. There are many options to improve your financial position and make your investments work for you – and we’re here to guide you.
We work with you to understand your current financial position, key motivators, and fears. What’s been holding you back from going further?
We’ll design a clear and realistic strategy that helps you reach your goals, while still maintaining your lifestyle. We’ll make sure that you’re investing in the right type of property for your budget, needs, and timelines by comparing the benefits of:
- high rental yields v. capital growth
- negative v. positive gearing
- interest only v. principal and interest loans
- fixed v. variable rates
- duration and budget.
We consider everything. You’ll feel confident you’re on the right track with our structured plan and ongoing support to help you succeed.
How to Grow – From Novice to Sophisticated Investor in 4 Steps
Before we design any strategy – we get to know you, the real you.
- We start with a fact-finding session to learn who you are, your fears, your priorities, your goals, and your current financial position.
- We provide a basic plan. We identify your opportunities to improve your current financial position; whether that’s through debt reduction, refinancing, or finding you extra income and equity to get you ready for your next investment.
- We introduce you to your options and design your investment strategy. We consider your age, goals, priorities, fears, lifestyle, budget, and timelines. We identify and match you with the right investment property and mortgage for your goals and commitments – and then we do all the legwork to put it in place.
- We work closely with you as your financial coach to see your strategy through. We review your strategy at the finish line, and continue to check in every 3 – 6 months to make sure your mortgage is set up correctly and that you’re sticking to your new plan.
Our Customer-First Focus
We’re not here to charge you at every stage. That’s why the first two steps are obligation free. It’s our opportunity to learn who you are, what drives you, and what you want to achieve. And, it’s your opportunity to learn about your options and what we may be able to do for you.
We’d love to meet you. You can find us on Adelaide Street, Brisbane city.
Call ClearPath Financial to book your obligation-free appointment.