Lifetime Wealth Planners, Financial Advisers in Concord can help you with buying an investment property.

For many, once the family home is paid off – or a reasonable amount of it – they start to look at other ways of building wealth. Often their first thought is an investment property.

Common questions to consider

Some questions you may wish to consider include:

  • Is it better to put all my spare money into paying off my mortgage or should I consider other investments?
  • Am I better to invest my extra money in property or shares?
  • Are there tax advantages to owning an investment property?
  • Do I have to pay tax on an investment property?
  • Are there other ways I can invest in property, apart from directly buying a property myself?
  • Am I better off investing directly in property or managed funds?

How we can help

We can:

  • Identify options to fund an investment property.
  • Look at realistic amounts you can borrow based on your current financial commitments and plans.
  • Set a budget to cover your mortgage commitments.
  • Advise on strategies to minimise tax.
  • Review, recommend and organise appropriate insurance.
  • Recommend if you need to create or review your Will.

What to do next

If you want us to help you decide how to invest contact Lifetime Wealth Planners , Financial Advisers in Concord on Phone 02 9602 7200.

When we can help