Investors Direct Financial Group was founded by Bill Zheng in 2001 initially as a Mortgage Finance business, dedicated to helping residential property investors.
After the disruption to the financial markets caused by the GFC we recognized that the landscape had changed dramatically. It was clear that the typical investor needed help in a greater range of areas than ever before, to achieve their goals.
To accommodate that demand the business was reorganised to incorporate all of the specialised areas that property investors hadn’t had access to before from us.
- Investor Education
- Mortgage Solutions
- Financial Planning
- SMSF Advice and Portfolio Construction
- Property Advisory
- Property Development and Construction
- Funds Management
Each one of these areas is dedicated to providing a standard of service Property Investors with all levels of experience will be delighted with. We’ve designed the Business Units to be closely integrated to each other so that the whole Group works seamlessly together for the good of our clients.
Of course, our main focus is to deliver a superior experience to our clients by helping them improve their financial position. We incorporate residential property and other suitable asset classes to enhance their investment strategy over the long term.
Some of the services you can expect as an Investors Direct client include:
- Access to monthly educational events held across all capital cities
- Up to date market information via our monthly communications
- Provide direct assistance in setting and maintain investment goals
- Self Managed Super Fund advice & portfolio construction
- Assistance with navigating the complex mortgage finance space
- Discuss and implement strategies to build your property investment portfolio