Fill out the questionaire above and then make a discovery call booking.

We’ll do a deep dive into your current position, future goals, and anything holding you back from growing your portfolio.

From there, we build a clear strategy to help you achieve your investment goals while working closely with your accountant to make sure it also aligns with your business and tax goals.

There are multiple ways to borrow when you’re self-employed, and the right strategy depends on your specific situation.

We’ll explore different lending options and structure (or restructure) your loans properly so you can maximise your borrowing power and continue building wealth through property.

We also look beyond standard personal lending, including whether purchasing through a Self-Managed Super Fund (SMSF), Company and Trust structures could be suitable for your goals.

And if you don’t currently have any lending in place, we’ll map out the steps needed to help position you for future borrowing and investing.

I’m a small business owner myself, so I understand the challenges that come with building something from the ground up.

A lot of business owners come to me after being told by their bank that they “can’t borrow” when in reality, they were just speaking to the wrong lender or using the wrong strategy.

I’ve helped many self employed clients structure their lending properly so they can continue growing their property portfolio and long term wealth.

When you rely on just one bank, you are limited to their lending policy, borrowing capacity, and property valuation.

You can also end up speaking with someone who does not fully understand self employed income or how to properly assess business financials.

We stay on top of self employed lending policies and understand exactly what lenders are looking for when it comes to increasing your borrowing power.

We also work closely with one of the top accounting firms in our office, so reviewing business financials and structuring clients correctly is something we deal with every day.

We connect you with trusted professionals including accountants for structure and tax advice, buyers agents to help find the right property, solicitors for legal guidance, and financial planners to support your overall strategy.

Yes, I currently have a property portfolio of 3 and looking at purchasing the 4th.

We have helped well over 100 investors build their portfolios.

The strategy we build will be tailored to your goals and what you want to achieve long term.

Even with the recent changes affecting property investors, there are still many ways to structure things correctly and continue building wealth through property.

We also work closely with investor savvy accountants, unless you already have one, to help make sure you are set up with the right structure for your personal and business situation.

We work with over 40 different lenders.

No, we only assist with the finance and lending side of things.

However, if you do need help finding the right property, we can connect you with our recommended buyers agents who have achieved amazing results for many of our clients.

We can help you with buying in your personal name, buying in a Trust or Company and buying in a Self Managed Super Fund(SMSF).

No, in most cases we are paid by the lender, so there is no cost to you.

The only time a fee may apply is for more complex applications, such as business structures with multiple entities, applications involving more than two applicants, or other non standard lending scenarios that require significant additional assessment and structuring work.

We have helped many clients who were told they can't borrow anymore. It doesn't hurt to have a second opinion.