Our research has revealed over 90% of property investors simply don’t know where they are going, as they have no clearly defined financial goals and no fixed deadline. This can be very costly because:
If you don’t know where you’re going, you could end up anywhere! And most random financial places are not desirable;
If you don’t care where you are going to end up, what you do today and how you do it won’t really matter, and anyone can influence your decision; and
If you don’t have a clearly defined long term goal you will tend to be at the mercy of short term distractions which can make seemingly small barriers appear enormous if you don’t have a long term goal to put your focus on.
At Investors Direct Financial Planning, we have developed proprietary software that helps you set a realistic passive net income goal from your investment properties within a
realistic time frame.
Test different scenarios and investing preferences to ensure your goal is realistic and achievable;
Handle ongoing variable personal expenses such as your income, children’s education, retirement, holidays;
Work out whether you will be able to get finance year after year until your goal is reached;
Handle income tax, capital gains tax, land tax, stamp duty, and other property expenses for a typical property transaction all of which will vary depending on whether you are buying, selling or holding any particular
Manage the risks of over-leverage, inadequate cash
reserves and unsustainable monthly cash flows.
A set of policies to prevent you from going off-track from your goal; and
A series of action steps that often require persistent repetition until the goal is reached.
Investors Direct Financial Planning can assist you to develop such a plan based on the outcome of your goal setting session, and help
implement the investment plan within your required time frame.
The investment plans developed through Investors Direct
Financial Planning are designed to help you achieve a passive net income goal within a pre-determined deadline through a combination of property, equities and managed investments, all underpinned by market leading research.