What can you expect from your Strategy Session?

Transcription

1 What can you expect from your Strategy Session? By the end of your session you ll have identified: 1. Where you are right now in terms of your property investing goals. 2. Where you want to be by the time you retire. 3. The roadblocks currently holding you back from achieving your goals and how to address them. 4. Your next action steps. If you decide to work with our buyer s agency we will also help you to: 1. Develop a clear property investment strategy. 2. Create a year plan. 1

2 Strategy Session Worksheet 1. Where are you at right now? Income and employment Client 1 Client 2 Annual salary Tax return (if self employed) Assets Savings Super Shares Cars Liabilities Credit cards Car loans Personal loans Property details Property 1 (PPR) State Purchase price Current weekly rent Estimated value (A) Current debt (B) Estimated equity (C) (A B = C) 2

3 2. Where do you want to be? In 12 months from now? By the time you retire? The trick here is to get specific here. Think about what type of lifestyle would you like to be living? What would you be doing on a daily basis? What would make your life as full and as fulfilling as possible? 3

4 3. What s been holding you back from achieving your property investment goals until now? Please tick the items that have been holding you back from achieving your property investment goals? No mentor or coach Information overload / analysis paralysis Lack of confidence Fear of failure Limited education Limited Skills Limited Time Limited market knowledge No budget No savings Fear of taking the first step Feeling overwhelmed Under-performing property portfolio Average team of advisors Limited social support / community of like minded people What s really been holding you back from achieving your property investment goals until now? 4

5 4. What are your property investment goals? Please identify which one of the two options in each row below are most important to you. Passive investor High risk Short term gains Cash flow Single income property Units Existing property Renovated Ugly duckling Single state Regional property Low depreciation benefits Small deposit I have a team of advisors I m looking for a buyer s agent to help find me my next investment property Active investor Low risk Long term gains Capital gains Dual income property Houses Brand new property Un-renovated Liveable with renovation potential Multiple states Metro property High depreciation benefits Large deposit I m looking to build a team of advisors I m looking for a mentor and a coach, as well as a buyers agent to help find me my next investment property Is there anything else that you would like to add? 5

6 A bit about Pumped On Property Pumped on Property is a full service buyer s agency that helps Australians become financially free through property investing. Our team specialises in creating tailored property investment strategies for our clients and finding the right properties to help them achieve their financial goals. We find investment properties in growth suburbs at the best prices and help you get into the market sooner. We also provide ongoing property mentoring and education to help you build your portfolio and become a more confident property investor. Each year thousands of Australians decide to invest in property but don t know where, or have the time to start. It s common for these investors to receive mixed advice from family and friends on which suburbs to buy in and what types of property to be looking for. It s even more common for these investors to receive mixed signals online, leaving many investors feeling even more confused about where to start. Unfortunately, there are countless stories of investors who have either rushed into buying an investment property that was overpriced, or procrastinated and missed out on great investment opportunities. With the right team in place, who can provide you with expert advice and in-depth market knowledge, you can get into the market sooner and begin investing with confidence. As your personal Buyers Agent we re committed to: Finding the best investment properties and negotiating the best prices. Providing you with on-going mentoring to help you become a financially independent property investor. Providing you with regular updates and giving you certainty at every stage of the process. OUR GUARANTEE At Pumped on Property we know the Australian property market is extremely competitive, with prices in some markets rising every week. That s why it is important for us to make sure our clients buy the right property, at the right time, at the right price. With this in mind we guarantee that if we can not find you an investment property that meets all of your investment goals within 6 months of you becoming a client we will refund 50% of your services fee. 6

7 A bit about Pumped On Property OUR PROCESS We have taken the process of buying an investment property to a whole new level. 7

8 A bit about Pumped On Property Our strict property selection process ensures we buy the most viable investment properties. Let Pumped On Property deliver Certainty throughout every stage of the buying process thanks to our unique P+ system. P+ Is our unique assurance to you P+ enables you to rest easy knowing you re working with a company who values certainty, trust and transparency as much as you do. Comprehensive communication standards and regular updates. We will keep you in the picture at all times. Fixed buyers agency fee and contract. Giving you peace of mind and financial security upfront. Results. The only thing we care more about than looking after you is getting you above average investment returns. Annual updates on the performance of your investment property. Each year we will provide you with a comprehensive annual update to review the performance of your investment property. 8

9 Recent Buy Example 1 CAPITAL GROWTH This is a property we bought for Luke Taylor in June of This property is located in a suburb called Keperra, which is 9km from Brisbane s CBD. At the time of purchasing this property Keperra was predicted to increase in value by 6% p.a. for the next 8 years. Luke was 24 and working as an Engineer for the NSW Government when he decided to buy his first investment property. Luke was referred to us by a friend and previous client named Josh. He came to us because he did not have the confidence to buy his first investment property on his own and he did not have the local market knowledge he needed to purchase below market value in Brisbane. We helped Luke purchase this property from the QLD Government. Luke s plan was to buy and hold this property long term. He intends to do a cosmetic renovation on the property to manufacture some short term equity. House Land size - 550m2+ 3-bedroom, 1-bathroom, 1-garage Purchase price in June $405,000 RP Data desktop valuation as of August $505,000 Equity made in 15 months - $100,000 Current rent - $400 9

10 Recent Buy Example 2 CASH FLOW This is a dual income property we helped Jason Mills build in December of This property is located in a suburb called Beerwah, located on the Sunshine Coast in QLD. Jason was 29 and working as an Estimator in Sydney when he decided to build this dual income property. Jason and his girlfriend had been working on super yachts all over the world for the last 8 years when they decided to come back to Australia and set up their future. This was their second investment purchase with us. Jason came back to us after we helped him purchase a town house in the Gold Coast, which increased by 10% within 12 months of owning it. We helped Jason purchase his land from a distressed developer, we then introduced him to a builder and interior designer in our network. Jason s plan was to build and hold this property long term. Dual income Land size - 859m2 3-bedroom, 2-bathroom, 1-garage / 2-bedroom, 1-bathroom, 1-garage Turn key construction cost in December $445,000 Valuation at the completion of construction - $510,000 Equity made in 6 months - $65,000 Rent - $650 Rental yield - 7.6% 10

11 Recent Buy Example 3 CAPITAL GROWTH & CASH FLOW This is a property we bought for Shane Foley in June of This property is located in a suburb called San Remo, located on the Central Coast in NSW. Over the 12-month period following the purchase of this property San Remo increased by 13.5%. Shane was just over 50 and running his own business when he approached us with the goal of creating $100,000 worth of passive income through property investing over 2 years. Shane came to us because he did not have the time to go to the market and find properties with an 8%+ rental return on his own. We helped Shane purchase this property from a local real estate agent. Shane s plan was to buy and hold this property long term. After purchasing this property, we helped Shane organise the construction of a granny flat which now provides him with $320 a week in rent. Shane also intends to do a cosmetic renovation on the property to manufacture some short term equity. House + granny flat Land size - 600m2+ 3-bedroom, 1-bathroom, 1-garage / 2-bedroom, 1-bathroom granny flat Purchase price in July $337,500 Comparable sales - $370,000 - March 2016 Rent - $370 2-bedroom granny flat Turn key construction cost - 2-bedroom granny flat - $120,000 Rent - $320 Combined rental yield 8.07% 11

12 Privacy policy The Few Enterprises P/L ATF The Few Trust T/A Pumped On Property (POP) respects and is committed to protecting your privacy as a client of POP pursuant to this information sheet. Disclaimer Real Estate Advice The Client acknowledges that buying real estate is both a commercial and emotional decision. We primarily address the commercial basis as the emotional basis is particular to you. Based on our experience and research we can only put up to you, properties we believe meet your requirements. At all times the decision to buy or not to buy is yours. We will advise as to our view as to the pros and cons of properties identified by us as falling within your needs analysis. The information provided is relevant to the current property market as at the date of the recommendation and warranties cannot be given as to the future value of the property. The finally negotiated price depends upon the need of the Seller to sell and your desire to buy. The price may also be affected by any terms or conditions attached to your offer. No Legal, Financial & Taxation Advice The Client acknowledges and agrees that: 1. Any information provided by us is provided as general information and for general information purposes only; 2. We have not taken the Client s personal and financial circumstances into account when providing information; 3. We must not and have not provided legal, financial or taxation advice to the Client; 4. The information provided must be verified by the Client prior to the Client acting or relying on the information by an independent professional advisor including a legal, financial, taxation advisor and the Client s accountant; 5. The information may not be suitable or applicable to the Client s individual circumstances; 6. We do not hold an Australian Financial Services Licence as defined by section 9 of the Corporations Act 2001 (Cth) and we are not authorised to provide financial services to the Client, and we have not provided financial services to the Client; 7. We have relied upon these warranties and representations made by the Client in providing information and or performing any services for the Client. 12

13 Privacy Policy We may use personal information collected from or about the Client to act as the Client s agent and to perform their obligations under any appointment or other agreement. We may also use such information collected to promote the services that we provide and/or seek potential clients. We may disclose information to other parties including advisors, media organisations, property data service providers, on the internet, to potential vendors, or the clients of the Agent both existing and potential, as well as to parties engaged to evaluate any property, body corporate or owners corporations, valuers, government and statutory bodies and financial institutions. We will only disclose information to other parties as required to perform their duties under this agreement, to achieve the purposes specified above or as otherwise allowed under the Privacy Act If the Client would like to access this information, they can do so, by contacting the Agent at the address and contact numbers contained in this agreement. The Client can also correct this information if it is inaccurate, incomplete or out-of-date. Real estate and tax law requires some of this information to be collected. If the information is not provided, we may not be able to act on the Client s behalf effectively or at all. 13