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Property Investment Advice

Building your wealth through property investment

Real estate investments are in Australians’ DNA. So whether you want to buy your first home, upgrade to your dream home, or build your property portfolio, our highly experienced financial advisors in Melbourne can help make it a reality.

"If you want open and transparent advice, these are the guys to use!"

- Customer Nancy, Greater Melbourne

 
 

A property portfolio can be an excellent wealth-building vehicle. Smart investment strategies can provide risk-mitigating diversification, capital growth, a regular income stream and tax benefits. But you need to trust that the right people have your back. And we certainly do. Your ActOn property investment advisor empowers you with the transparency, tools and impartial, expert advice to make successful property fund choices that grow your wealth. 

 

Our Property Advice Melbourne Services

Your highly experienced property investment advisor can assist you in many ways. As part of our independent financial planning services, we can help with the following:
Live property valuations and investment data feeds
Feasibility studies
Independent market research
Subdivision and development advice
Assessing capability and appropriateness
Investment property acquisition and sale
Owner occupier acquisition and sale

Financial property advisors and fully qualified mortgage brokers 

Each property financial advisor on the team is also a mortgage broker. So rather than pigeon-holing our focus on interest rates and loan terms, we can look holistically at your full financial situation to find the best product overall.

Independent property advice

We’re independent financial planners. As such, we don’t have to align ourselves with any particular products or services. Our recommendations are based on what’s best for our property investor clients, not for us! 

Trust is such an important factor in this area… and we have that here. We have an investment strategy and have been able to achieve major goals like realising our dream of building our business and home.

- Customer Amanda, Central Highlands & Goldfields

Tailored property investment advice

Nothing we do is on autopilot. We listen - really listen - to you, your needs, and your goals. We think outside the square as much as inside it - whatever is the best solution for you.

[he has] been an absolute professional listening to our goals and providing us with a tailored plan to help us maximise our finances to their full potential

-Customer Kristina K, Greater Melbourne

Transparent property investment advisory fees

Hiding details in fine print goes against everything we stand for. Trust is built when information and costs are spelt out upfront, clear as day, and you feel 100% confident with us.

There was always a really transparent and sympathetic approach to what can sometimes be murky areas. He set out the benefits and disadvantages of options and was ready to listen to concerns and preferences.

-Customer Martin

How does it work?
Easy!

Make an appointment with us for a no-cost, no-obligation catch-up. We find out more about you and your goals, and you get a feel for us and whether we’re the right team for you. Once you’re confident, we proceed with a much deeper-dive understanding of you, your goals, situation, level of risk etc. That information informs our research so we can prepare for you the best investment property advice in Melbourne. We ensure you understand everything and feel very confident in the plan. Then together, we press go on building your capital wealth property portfolio!

Contact Our Property Investment Advisors Today

A property portfolio can be an excellent wealth-building vehicle. Smart investment strategies can provide risk-mitigating diversification, capital growth, a regular income stream and tax benefits. But you need to trust that the right people have your back. And we certainly do. Your ActOn property investment advice Melbourne team empowers you with the transparency, tools and impartial, expert advice to make successful property fund choices that grow your wealth.

Frequently asked questions

Common risks in Australia include the fluctuation of property prices, the possibility of rental vacancy, maintenance and repair costs, changes in government regulations and taxation policies, and unexpected expenses. Investors should conduct thorough research, seek professional advice, and carefully assess and manage these risks.

For property advice in Melbourne you can trust, contact our team today.

You can do this through investment loans, using home equity, obtaining a line of credit, entering a joint venture, or taking out interest-only loans. Assess your financial situation and goals, and seek professional advice from a financial planner or mortgage broker to understand the best financing option for you. Remember to compare loan products from different lenders to secure the most suitable deal based on your circumstances. As part of our property investment advice, we can do much of the groundwork here - contact us to find out how.

The answer depends on factors like goals, risk tolerance, capital, and market conditions. Residential properties offer rental demand, affordability, and potential capital growth but may have higher tenant turnover. Commercial properties offer higher income potential, longer leases, diversification, but require larger investments and market knowledge. Thorough research, professional advice, and considering individual circumstances are essential for making an informed decision. Seek sound property investment advice in Melbourne and contact our team today.

Property prices will forever rise and fall, but the market doesn’t always dictate the best time to invest. Why? Because it’s far more complex than market fluctuation. Your cash flow, tax deductions, overall financial health, and goals are all critical factors. Our property investment advisors take a holistic look at your situation and provide tailored advice to see if it’s worthwhile for you.

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ActOn Wealth is a privately owned boutique financial planning firm in Melbourne. Our number one focus is our clients. We strive to provide an exceptional service to help you achieve financial security and prosperity.
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