7 Ways We Can Help You
“Here Are The 7 Ways We Can Help You To Reach Your Financial Goals Sooner”
1) We Can Help You Chose The Right Investment Strategy
We’ll Do It All For You
It’s difficult to choose from the many options available today to property and superannuation investors. We suffer from information overload. With so many decisions to make, it can be hard to make the right choice for you and your family’s future. So how can you minimize the decision-making headaches?
There’s only one way to save yourself the worry of time and money wasting. Let us do it all for you.
We’ll narrow your options with our expert knowledge and experience and pull together unique and innovative strategies tailored specifically for you. You’ll find no-one else in Canberra with the vast range of qualifications and expertise that we have at our fingertips.
You’ll enjoy a service that will:
- Identify your motivation
- Identify your goals
- Identify the best strategy to help you achieve these goals
- Take into account tax implications
- Provide a simple step-by-step plan
- Then keep you motivated and accountable to your goals and plan
Talk with us at Wholistic Financial Solutions and we’ll define your ‘What’, ‘How’, and ‘Why’ for you. We’ll ensure that your goals are clarified and fully understood. After all, this is a lifetime alliance and we want to get it right – right from the start!
2) We Can Help You Get The Finance Needed For Your Investment
Finding the right finance plan/option for your property investment can be a daunting task. So many organizations offer so many products that making the right choice can be like fighting your way out of a tangled maze. You need to find a loan that will give you the best return on your investment, a loan that will not need to be restructured in the future. And you need to save time and money. What to do?
Relax. Our experts at Wholistic Property Solutions will:
- Find the right loan for you – simply and easily
- Set up the right loan structure
- Plan the right tax strategy for you
- Tailor the right product to fit your strategy
- Fill out bank loan applications
- Guide you through the processes after application
- Help you the transaction all the way to the settlement of property
We’re not just mortgage brokers. We can bring your tax and financial plans together. And it will all be explained in plain English so you will be completely informed along the way. With our state-of -the-art software, you’ll enjoy the best service available.
You’ll know you’ve made the right choice.
3) We Can Provide Your With The Right Tax Advice
You want to be sure you’re minimizing your tax legally and maximizing your tax deductions. Every person is entitled to pay as little tax as possible and we can promise you you’ll never pay an unnecessary extra dollar of tax.
You’ll get tax advice specific to property investing; the right advice. Our tax professionals will guide you through the solutions to your tax needs. You’ll get:
- Professional advice from CPA, Master Degree qualified accountants
- Latest tax law information in our regular newsletters, webinars and seminars
- An analysis of your tax situation and recommendation as to the most tax effective way to structure the property purchase
- Recommendations of ways to maximize tax deductions
- A full, plain English, explanation of the findings of our recommendations
- Help to implement the right tax strategy
With Wholistic Financial Solution's expert advice, you’ll get answers to any questions you may have. Remember, it’s essential that you have the correct tax strategy in place before you proceed any further. The wrong decision at the crucial purchasing period could cost you very dearly down the track.
4) We Can Help You Find The Right Property So You Can Receive The Highest Return On Your Investment
How many of us can afford the hours it takes to research all the property information available on the current market? Again, there are too many choices to make, too many properties to inspect and too many kilometers to travel. With our busy lifestyles today, not many of us have the time to travel personally to look at investment properties. And it’s next to impossible to fit in with inspection times available, especially if you’ve had to travel interstate. And you certainly won’t want to make a return trip.
So let us source the right property for you, quickly and easily. With our expertise and industry experience we can:
- Search through property lists to find the property exactly right for you
- Determine the right strategy and finance plan for you and locate the property that will fit these strategies
- Undertake “Hot Spot Research” and help you choose locations that may maximise your capital growth
- Present these choice locations to you
- Arrange the purchasing process
- Look after all your management and tax needs
- Take care of all your post-purchase needs
Imagine how easy it will be to have all this done for you, by people who understand the importance of making the right choice. Don’t ‘run yourself ragged’ by trying to do it all yourself! And remember – we walk our talk. We will only be recommending areas that we are investing in.
5) We Can Provide The Right Coaching Needed To Keep Your Goals On Track
You may have some very clear goals that you have set yourself. And most of the time you might be confident of achieving them. But sometimes obstacles can appear, holding you back, blocking the path and causing enormous frustration. When you’re in the middle of a situation, it can be hard to see the way out; it’s hard to ‘see the wood for the trees’.
You’ll need advice. Sound, expert advice. Perhaps you may need to stop your spending; perhaps you need to aim a little higher. You may need to take more risks or perhaps you need to be a little more conservative. It’s good to have advice but how do you implement it? What should your approach be to enable you to achieve these goals? Where do you start?
Right here. This is where we can help you with the right coaching and mentoring.
We take a ‘Wholistic’ approach to reaching those goals you have set yourself. We can offer you:
- Life coaching
- Goal analysis
- Money psychology analysis
- Identification of the obstacles holding you back
- Solutions to those problems
- Help to design a bridge that will take you over those obstacles
- Motivation to achieve your goals
- Hold you accountable to achieving your goals
So don’t allow obstacles to block the way to your achieving what you desire. Let Wholistic Financial Solutions help you to identify them and overcome them. With our assistance, you’ll find reaching your goals a whole lot easier!
6) We Can Provide Your With Right Information About Property & Investment
You may be like many property investors who find that once they have purchased property, they are on their own. Family and friends don’t always have an understanding and may not share your property investment dreams. They might even think you’re crazy and exclaim ‘you’re doing what???’
Now that you have invested in property; you need ongoing support to keep you informed, motivated and encouraged. You’ll never feel alone with Investor Property and Finance because we’ll make sure you’re brought up-to-date with all the latest information with:
- FREE monthly educational webinars.
- FREE regular property investment educational seminars
- FREE monthly newsletter with updates on tax information, loan product specials, investment opportunities and motivational issues.
- FREE invitations to affiliated property investment and motivational seminars.