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COMPLEX STRUCTURE DECISIONS NEED THE SKILLS OF A TEAM.

Structure expertise.

The structure of a property investment is optimised with our guidance by our client’s team of accountants, financial planners, wealth managers, and possibly succession planners, family advisors, and also philanthropy counsellors. Your property investment includes its own entity, its financiers, its servicing, its outgoings reporting, its income accounting and its taxation profile.

We add skill to the in-place team with our experience of successful structures and how each is best implemented. It is a team effort because each adds their own specialised skill.

Structure can never be a product, can never be a trend. What is headlined today is forgotten in a week. What is liked today will be unliked tomorrow.

Our recommendations to the team are based fundamentally on the client; they are not the latest short-lived trend.

Each of our investors is unique. And it is that uniqueness that is fundamental to the success of an investment’s performance in the short, medium and long term.

Our measure of structure success with each client is how we optimise where they are in life, where they want to be in life, and both the current and future means they have, and will have, to achieve where they want to be.

Structure in the short, medium and long term.

When investing in property, it’s crucial to consider a comprehensive range of factors across different time horizons such as:

  • Short Term:
    • Assess your current financial capacity and unique circumstances.
  • Medium Term:
    • Plan for ongoing maintenance and upkeep costs.
  • Long Term:
    • Account for potential changes in your overall financial situation over time.

Decisions on structure are also dependent on the purpose of the investment. Each purpose specifically relates to each client’s needs and wants and could include:

  • Providing wealth when sold.
  • Providing long term income from rising rent.
  • Be an asset to be borrowed against.
  • A gift to a child.
  • A place to retire to.
  • A holding for larger philanthropic endeavours.
  • Or much, much more.

The GIBSON Advisory Australia®™ Proven Process

1.

Discovery

  • Meet with your Advisor and complete a Fact Finder online.
  • Review your Fact finder with your Advisor on your current position.
  • Understand what you want to achieve for the future.
  • Discuss your comfort level, budget and investment goals.
  • Explore property investment analysis numbers and investment outcomes.
  • Decide and agree on the engagement of your Advisor.

Over a period of approximately 7 days

2.

Engagement

  • Complete your finance application and confirm borrowing capacity.
  • Discuss, understand and review your strategy and potential outcomes.
  • Decide on your preferred strategy and property investment plan.

Over a period of approximately 7 days

3.

Shortlist

  • Review a shortlist of investments based on your goals and suitability.
  • Analysis of investment income, yield, expenses and potential after tax investment returns.
  • Understand stress test scenarios and analysis.
  • Confirm alignment to goals, risk and investment comfort levels.
  • Select final location opportunities for acquisition team to secure a property off the market.

Over a period of approximately 5 days

4.

Selection

  • Start the buying process to implement, pay an expression of interest and engage your solicitor.
  • Work together with your team of professionals to implement your investment purchase.

Over a period of approximately 2 days

5.

Implementation

  • Be ready for your first tenant and handover with the Concierge team and the Property Manager.
  • Manage your property investment business.
  • Monitor the performance each financial year with an annual review with your Advisor.

Ongoing Period

Ready to start your discovery process?

START THE DISCOVERY

Buy Right by the Numbers

Start the GIBSON Advisory Australia®™ Proven Process. Book your FREE 30-minute consultation to answer questions and kickstart your property investment journey.

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