Firms That We Recommend

Transcription

1 Firms That We Recommend June 2013 Daily we get asked for a referral to a business that specialises in a specific service, be it the name of a solicitor in Victoria for a conveyancing matter or a property focused accountant. So we thought we d put together a list for you of businesses that we can personally recommend. Many of them have come to us via you. We ve seen them do work for you and we ve been impressed by what they ve done and inturn we ve referred other clients to them. It has taken us many years [and sometimes costly mistakes] to acquire these names; we hope you find this list of great value and that they can fast track you to where you want to go. You ll note that we ve given you the person s name with whom you should speak to. Like most businesses it s the person and not the company you deal with, so be sure to ask for that individual. SIDE NOTE: Trilogy DOES NOT receive any fees or kickbacks for recommending these businesses; we recommend them because they re good at what they do and every single person on this list has been transacted with many times over. We deal with these people daily, they did not bribe their way onto this list. That said if you contact any of these people and they let you down, could you please me. I ll investigate and if necessary remove them from this list. Ed.Nixon@TrilogyFunding.com.au 1

2 Accountants Hadrill Accounting Based in Canberra, very passionate about residential property investing. They specialise in those that have multiple properties and some of the Trilogy team use Hadrill accounting for their personal returns. PoC Jane Hadrill (02) RSM Accounting Good for personal and small business tax advice. Again some of the Trilogy Team use RSM for their personal returns. PoC - Rhys Kyburz (02) RSM Accounting RSM is a big national firm and within that they also offer higher level business and tax advice. Trilogy has used RSM for this and we found the advice to be solid. If you need higher level business advice they could be for you? PoC Andrew Sykes (02) or Strategic Wealth Management Very good with complex trust structures and business accounting. If you re pondering whether to use a Hybrid or a Discretionary trust or any other trust structure for that matter and having trouble getting unbiased advice, perhaps talk to these guys; for a small fee they ll help you decide. We have used and recommended Strategic Wealth Management since PoC Nick Moustacas (02) R.E.P Building Services Builders Based here in Canberra they did the fit out of the Trilogy office, on time and on budget. PoC - Robert Paragalli

3 Buyers Agents New South Wales Metropole Property Sydney Since 2005 we ve been involved with a number of transactions where Metropole have been the buyers Advocacy. The common thread to many of those transactions has been George Raptis. He s a good agent and we have many clients that have been extremely happy with his work. PoC - George Raptis Propell National Buyers Advocacy Propell are more widely known as a national valuation company, but then in 2010 they opened a buyers advocacy division. We ve had a number of clients use them of recent times and they ve been very happy with the outcomes. Biggest benefit we find with Propell is we can give them a brief of what you want and they will purchase to that brief. For example you may be restricted in your amount of deposit to purchase a property but would like to buy another relatively quick. So the brief would be to buy under market value, do a small renovation and extract the equity to go again in the near future. Because they re valuers and have so many offices around Australia there are not many places they can t buy for you. Will s focus is mainly the Sydney / Newcastle area. PoC - Will Hosking Your Empire Their focus seems to be on the eastern suburbs and lower North Shore. We ve had a few clients use Chris services over the years, and they ve all had excellent outcomes. You ll need a budget of >$700,000 to get the best from them though. They are very good at buying, project managing a renovation and selecting a managing agent for you. Full turnkey solution for busy or interstate investors. You may have seen Chris on Sky Business where he hosts his weekly show called Your Money Your Call. PoC Chris Gray (02)

4 Queensland Property Searchers Based in Brisbane, and probably the longest running buyers advocacy there! We ve used and recommended Scott since Scott is a brilliant negotiator and has done an exceptional job for all of our clients over the many years. PoC - Scott McGeever (07) Propell National Buyers Advocacy We followed James when he left a larger office to set up Propell Buyers Agency back in Based in Brisbane has bought some cracking properties for mutual clients. Same as Will Hosking in Sydney, very good at taking a brief and making it work for the client. PoC - James Freudigmann Victoria Property Sourcing We ve dealt with Richard since 2005 both personally and through clients. He used to be with a big Melbourne development / buyers advocacy company, left and went on his own. Very personable and very experienced. The go to person if you d like to do a small development project like purchase, knock down and build two or more town houses. PoC - Richard Wright

5 Financial Planners Bravien Financial - Canberra We have found Bravien good for business advice on buy sell agreements in a business partnership arrangement. Also on exit strategies from full time employment into retirement. Logical, practical advice. PoC - Jeremy Gillman Wells (02) Capital Insurance Brokers Insurance Broker Used by Trilogy since 2004, they do our business insurance and Workers Compensation. PoC - Jessica Gibson (02)

6 Property Managers These guys have a tough job, dealing with peoples complaints every day, be it the tenant or the land lord and are usually paid on the lower side of what they re worth. We get asked regularly for a good property manager as so many Land Lords are unhappy with theirs. As mentioned earlier it s the individual that you deal with and not the company and hence why we have given you the point of contact here. Elders Belconnen, ACT PoC - Melanie Brill (02) Property Portfolio Brisbane, QLD PoC - George Kafantaris (07)

7 Positive Property Strategies Property Development Based in Brisbane and we know them best for their joint ventures they set up for budding developers. If you re interested in partnering with some others for something bigger, then these guys have created some good outcomes for our clients over the past years. PoC Bob Andersen or Ben Smith Property Bloom If you want to put a granny flat on the back of your property in Sydney or in the hunter region then these guys can assist. We have had a few clients use them over the past few years with great outcomes. PoC - Jo Chivers

8 Real Estate Agents Because we re in the ACT is why we only have Canberra Estate Agents listed. If you are looking to sell one of your properties interstate, don t forget that a Buyers Agent can work on your behalf and interview a few selling agents for you. They know the good ones in their area. Elders Belconnen, ACT PoC - Troy Reddick Independent Property Group, ACT PoC - Jonathon Charles The Real Estate Shop, ACT PoC - Kate Coultas

9 Solicitors With conveyancing, you need to use a solicitor who is fluent in the law of the state where you re buying the property. So if you re buying a property in Victoria you ll typically need to use a solicitor that practices in that state. Some solicitors are fluent in more than one state, most are not. New South Wales & Australian Capital Territory Dibbs Barker Local Canberra Firm who we regularly refer residential conveyancing matters to. PoC John Chamberlain Legitimate Solutions Legal Local Canberra Solicitor, Trilogy have referred to James office since ~ 2004, we find him very good with residential conveyancing matters also. PoC - James King McSpedden Harvey Local Solicitor more suited to commercial transactions like negotiating a commercial lease arrangement. PoC Christine Harvey or Ben Adams Tyson Conveyancing NSW & QLD Located in Douglas Park (South Western Sydney) very good for residential conveyancing matters for both NSW and QLD purchases. PoC - Angela Tyson

10 Victoria Collins Biggers & Paisley Based in the centre of Melbourne, we ve dealt with Androula since ~ Very experienced in residential conveyancing matters. PoC - Androula Ectoros Queensland McDonald Balanda & Associates Based in surfers Paradise QLD. We ve used Rob personally along with clients and found him to be excellent. PoC Rob Balanda