I’m New Here, Where Do I Start?
We’ll Make Your Money Work for You and Set You Up for Financial Success
We’re here to help you reach your financial goals – and we’re excited to partner with you from the very beginning.
Deciding to invest in the property market can be risky and stressful when it’s not done the right way. But, we’re here to take your hand and coach you through the process. We’re here to help you improve your financial situation and set you up for investment success.
More than your average financial strategy – We’re your strategy coach
We don’t just hand you a savings plan and leave you to it. We don’t just tell you how much you can borrow and send you off to buy whatever house your heart desires. And, we don’t just give you a standard one-size-fits-all property investment plan – we provide so much more.
We work with you to understand your current financial position and key motivators, and we design a strategy that helps you reach your goals, while still maintaining your lifestyle. We consider everything. And, we provide you with the structure and ongoing support you need to succeed.
Where to Start – From Non-Investor to 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. Is this an investment? Or will you be an owner-occupier?
- 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 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 investment options and what 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.