we have helped!
Property Advisory Clients
Financial Planning Clients
Property Management Clients
The vast majority of financial planners work for larger organisations, and in a series of major situations, group after group have been found to be putting their own organisational interests ahead of the client.
Secondly, many financial planners operate on the basis of holding on to their knowledge – and keeping their clients in the dark as a way of holding on to their business over the long term.
This has led to consumers not trusting them. But not all Financial Planners are the same.
Our philosophy is very different to other financial planners. We don’t want to hold onto our knowledge so you have to deal with us. We want to share it with you, so you enjoy dealing with us.
In fact education is the foundation of our financial advice model. We encourage you to complete courses in understanding finances and money, so when it comes to advising you, you have the knowledge to actively participate in your own personal financial plan.
Yes, we have products and services to offer, but you are under no obligation to use them. You can make your own decision as to how they fit into your plan.
If you want to invest in property then we want to help you but at the same time, educate you on all other important considerations when formulating your financial plan, not just on property.
There are over two million property investors in Australia and recent research shows that only 18% of them are achieving their personal goals in regards to those investments.
The reasons for this are usually related to buying the wrong type of property, or not having expert help or someone to turn to when they need it and the absence of an overarching financial plan.
The role we want to play is to be the expert you turn to when required. Someone to guide you through the journey to reaching your personal financial goals. We are here to help ensure you make it, thus why our motto is; Financial Planning for Property Investors.
Since we have a focus on property investors, and because we’ve had many thousands of one to one conversations over many years, we have developed a model that delivers that these property investors need most – a plan that is right for them.
As you’d expect we have services including financial planning and SMSF advisory services. We can help you access finance for your property, and we can manage it for you too. However, we like to think we offer a lot more than that. We want to help you invest in property. But it has to be the right property, so we’re equally happy to tell you when we think a particular property is NOT right for you.
We’re constantly adding to our products and services and have just launched the first ever super fund designed specifically with property investors in mind. It’s called ID Super, the super fund for property investors
One thing our property investment clients love about us; is our desire to helping property investors deal direct. From purchasing the property, to financial planning advice, to property manager. We try to make sure nothing gets between you and the asset you’re investing in. Rather than acting as a middle-man for someone else, our passion is to have the service or product so you can access it direct.
At Investors Direct we have decided to break free from the old fashioned way the industry works, and instead offer you education, knowledge and confidence to help you make an informed decision and invest wiser.
At Investor’s Direct we work with our clients who realiy want to achieve financial freedom. Our Goal is to move each and every single one of our members from their current financial position to be a better one year after year. We have been able to exceed our members expectations from a ROI point of view and also an exceptional customer service. Why don’t you hear it from them yourself? Click on the videos below!
smsf Property investing
Your step-by-step guide to setting up and purchasing property with a Self Managed Super Fund (SMSF)
Are you one of the thousand of Australians who are looking to take control of their future and purchase a property with Super (SMSF)?
Acquiring property through your SMSF is a decision that requires careful consideration and you have to ensure it supports your overall investment strategy and avoids unnecessary risk.SMSF Essentials Brochure Download
Essentials Guide to Purchasing Property
Thanks for registering, shortly you will receive a welcome email with a link to download your free SMSF handbook. Alternatively, you can begin the download now by clicking on the button below:DOWNLOAD THE FREE SMSF