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Specific Property Advice - Press Release

Friday, September 06, 2013

Here is a press article link about HNW Planning and an exciting initiative with direct property:

http://www.wealthprofessional.com.au/news/firm-delves-into-property-advice-178917.aspx .

It’s mostly but not entirely accurate. 

There will be education and professional membership standards required before you can start to provide Specific Property Advice. We will publish these details as soon as possible. We are trying to time the publishing of details, re-writing of Controlled Documents and other requirements to a second important initiative that’s being explored. 

Being able to offer Specific Property Advice may be a great way for you to increase your revenue. There are many clients who need specific property advice and there is no real source of that professional advice that is not otherwise limited in what that adviser can say or do OR who actually represent the vendor. Examples may include:

  • How to manage a property in old age (aged care) scenarios
  • Young couple seeking a strategy to enter the property market (buy big now or buy little and upgrade later)
  • Mature investors
  • Up-graders looking for strategies to minimise their personal debts when transacting on properties
  • SMSF property investors.

Significant Opportunities

With two thirds of wealth in property, opportunities are significant. 

And because you'll be able to advise on old and new property you’ll be able to strike up meaningful relationships with suburban real estate agents. 

Note that there are no exclusive arrangements as implied in the article but those mentioned in the article have been of great assistance to the process of gaining the new PI Insurance. 

Remember - Specific Advice can’t be done without training and professional membership. Details to follow as soon as possible. 

Kind regards,

 

David Hamblin

Operations Manager

 

HNW Planning Pty Ltd AFSL 225216

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