Firms That We Recommend

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1 Firms That We Recommend January 2017 Daily we are asked for referrals to businesses that specialise 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 personally recommend. Many of them have come to us via our clients. We ve seen them do work for clients and we ve been impressed by what they ve done, so in turn 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 it helps 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, that can really make a difference, 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 Hardwicks Andrew has helped many clients to reduce their personal tax through property investing. He loves to see your hard earned cash stay in your pocket and not the tax mans! Some of the Trilogy team also use Hardwickes to help maximise their own property deductions. PoC Andrew Snaidero: (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) 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 you re 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) VIISUM Pty Limited Unless you re a high net worth individual, most accountants are pretty tardy in getting back to you, well except for Michael. He s quick to reply to your or phone calls, on top of this he started his career way back in 2001, so he saw the Global Financial crisis and what it did to the property sector. Did we mention that Michael loves property too? Michael is also the accountant for one of our top brokers too. PoC - Michael Miniutti: (02)

3 Builders E&L Projects Luke built a granny flat for one of our brokers, did a great job, workmanship, on time and on budget, and we believe he deserves a mention here in the Firms we recommend. So if you re looking for a builder with > 15 years experience that does a good job give Luke a call. PoC - Luke Kercheval R.E.P Building Services Based here in Canberra they did the fit out of the Trilogy office, on time and on budget. PoC - Robert Paragalli: NSW Your Empire Buyers Agents Their focus seems to be on the eastern suburbs and lower North Shore. We ve had a number of clients use Chris services over the years, and they ve all had excellent outcomes. You ll need a budget of >$800,000 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 solutions 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) NSW & QLD PMC Property Consultants Every Trilogy client that has used PMC has been really happy with the outcomes. Biggest benefit we find with PMC 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 quickly. So the 3

4 brief may be to buy under market value, do a small renovation and extract the equity to purchase again in the near future. Will s focus is mainly the Sydney / Newcastle area and James focus is mainly the Brisbane / Toowoomba area. PoC - Will Hosking: James Freudigmann: QLD 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 many of our clients over many years. PoC - Scott McGeever (07) Bravien Financial - Canberra Financial Planners We have found Bravien good for business advice on buy/sell agreements in a business partnership arrangement. Also good with exit strategies from full time employment into retirement. Logical, practical advice. PoC - Jeremy Gillman Wells: (02) Envision Financial - Canberra Great boutique financial planning firm that specialises in Self Managed Super Funds and Risk Insurance. PoC Luke Smith: (02) Money Mechanics - Canberra Canberra based financial planner with great knowledge in using SMSFs to purchase direct property. PoC Scott Malcolm:

5 Insurance Brokers Capital Insurance Brokers Used by Trilogy since 2004, they do our business insurance and Workers Compensation. PoC Fiona Eccles: (02) Positive Property Strategies Property Development Based in Brisbane, we know them best for the joint ventures they have 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 years. PoC - Bob Andersen: or Ben Smith: Property Managers These guys have a tough job, dealing with peoples complaints every day, be it the tenant or the landlord 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 Landlords 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. PMC Property Management PMC Property Management takes a pro-active approach to property investing. They not only manage your property, but provide you with options on how to improve not only the rental return, but the market value of your asset. PoC - Amanda Deshong amanda@pmcproperty.com.au 5

6 Real Estate Agents Because we re in the ACT 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. Ray White Belconnen, ACT Troy is probably one of the nicest guys you ll ever meet which is probably why he s one of the highest selling Agents in this country under the Ray White banner. Troy has been selling Real Estate in Canberra since Not only is he a very personable person, he also has a shed load of experience which is what you re looking for when you re selling your home. He knows how to connect with the buyer and then guide them to the close. Andrew works with Troy and is equally as good. PoC - Troy Reddick: or Andrew Lonsdale: Solicitors With conveyancing, you need to use a solicitor who is experienced 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 experienced in more than one state, most are not. NSW & ACT 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 (02) Lexmerca 6

7 Local Canberra Firm who we regularly refer residential conveyancing work to. They re good communicators, which many law firms fail to be. PoC John Chamberlain (02) McSpedden Harvey Trinity Law Local Solicitor more suited to commercial transactions like negotiating a commercial lease arrangement. PoC Christine Harvey (02) Michael is a nationally recognised leading property lawyer. Three time winner of the REIACT Solicitor of the Year, and immediate past Chair of the Law Council of Australia s Australian Property Law Group, he is passionately interested in the evolution of real property laws, particularly in the areas of technology, e-conveyancing, and advising on legislative reform to achieve best practice nationally consistent law. Poc: Michael James (02)