Property Wealth Planning

We provide you with all the education and due diligence research reports you require throughout our entire managed services process. Our education engagement with you is ongoing to develop your Investor Mindset, Design and Create your Property Wealth Plan Blueprint, implement all specific strategies, understand market fundamentals and learn advanced finance strategies that support your circumstance and tax planning.

Yes, we deliver a service similar to a Buyer’s Agent or Advocate. Meaning we work for you. We give you all the benefits of our research with property reports and cash flow analysis and growth projections. All our properties go through our strict assessment criteria with a minimum 40-point checklist before we recommend them. We answer all questions so you can make a good investment decision.

Real Estate agents work on behalf of the vendors or sellers, whereas National Investment Advisory acts on behalf of the purchaser. Real Estate agents are transaction-focused, are not investment savvy and are not qualified to offer and deliver a strategic Property Investment Wealth Plan.

Excellent question. It is essential to be very wary of anyone giving you property investment advice. Unfortunately, most property marketers, spruikers and some real estate agents will promote their exclusively listed properties under the guise of property investment advice. However, their responsibility is to the vendor and not to the investor (purchaser).

National Investment Advisory is a team of accredited Property Advisors in Australia and is insured to provide property investment advice. Our founder and Managing Director, Matt Bower, is a qualified mortgage broker, property investment advisor and fully licensed real estate buyers agent in Victoria, NSW & Queensland and holds a Diploma of Finance (Finance and Mortgage Broking). Matt also has more than 18 years of experience investing personally.

No. In fact, investing in a multiple-property portfolio may help pay your home off in half the time with the correct strategy and plan in place. Your home can be an essential source of equity to help buy an investment property using none of your own money for deposits. This is where we help by showing you how to make your money work harder for YOU.

Alternatively, you may have sufficient funds in cash or inside your current Superannuation fund. If appropriately advised by a professional, set up a Self-Managed Super Fund (SMSF) that you can use to buy property. Please speak to us and our experienced SMSF Financial Planners and Property Wealth Advisors to determine what options best suit your situation.

National Investment Advisory focuses on the markets nationally, sourcing houses, townhouses, villas, apartments, duplex, dual-income properties, co-living cash flow and boutique developments. Our team secures access to professional investment opportunities that the average person just cannot source. This includes wholesale and exclusive properties in capital cities, major regional cities, and trending growth corridors.

We place significant value on the importance of accurate and up to date property research to underpin the value of the investments you are acquiring. In researching the appropriate locations for property investment acquisitions, we apply a strict research methodology. Our experienced Research & Acquisitions team filters each project, adhering to a comprehensive system of analysis.

One of the most critical requirements that our Research & Acquisitions team undertake during their due diligence process is ensuring that the vendor and developer’s purchase price has set at competitive market value and in line with current market indicators.

Remember that National Investment Advisory works for you and not the vendor, not the builder or developer. We have no obligation bias to promote any particular property. This is a significant point of difference from property marketing groups, spruikers, and real estate agents with exclusive listings and can set the price at what they hope to get. They do not have your best interest at heart.

One thing to be aware of is the difference between bank valuations and market valuations. National Investment Advisory has 7 Point Performance Guarantee criteria for every property before it’s endorsed and shortlisted for clients to consider.

Through our extensive partner affiliate network, we introduce you to a range of top-tier expert advisors.

We connect and coordinate access to our property-savvy partners, including conveyancers, accountants, property managers, insurers, builders, lenders, etc. You’ll be looked after by a national network of top industry experts.

We have strong relationships with our expert advisors, so you can expect the experience to be as smooth and enjoyable as possible with peace of mind that everything will be taken care of.

National Investment Advisory provides an end-to-end service. We coordinate all aspects of buying a property and make it easy and stress-free for you, from reserving a property, the contract and the finance stage to settlement. Our approach is one of the managed concierge services for you. We help coordinate inspections, property management, tenants, insurances and depreciation schedules. We have a dedicated administration team to guide you at every step of the process. We also teach you how to manage your new property business paperwork to maximise your tax returns and accounting requirements.

National Investment Advisory uses 7 Key Metric Qualification measures to pre-qualify our panel of builders to protect our investor clients. Every builder is fully licensed and insured under the respective State-Based Building Authority.

These builders and developers are acutely aware of the long-term value of a relationship with National Investment Advisory and its investor clients. Essentially, the reason we use selected wholesale investor-focused builders is because they acknowledge and respect that each client of National Investment Advisory will be purchasing multiple properties over several years. They want to be your trusted partner in helping you grow your portfolio.

National Investment Advisory selectively chooses to engage with Property Management Specialists dedicated to managing your property asset. These groups do not employ a sales team and are 100% Property Management – that is their focus. Our Property Management specialists work in the best interests of their clients and ours. Whether connecting you with 5-star tenants or managing your rental property maintenance and income, they do so with experience and enthusiasm.

We target areas with a high proportion of owner-occupiers versus rentals to ensure we invest in a suitable, low vacancy rental location with increased demand. Typically, well under the industry average 3% vacancy rate.

For peace of mind, National Investment Advisory, where required, negotiates a ‘First Tenant Rental Guarantee’ fr

There are many viable ways to go solo to invest in property. Contact us to see what suits your situation; some options include:

• Joint venture purchase
• Parental gifts or guarantor structure
• Non-bank lenders for flexible financing
• Self-Managed Super Fund (SMSF) Property Purchase
• Direct Property Unit Trust
• Deposit Assist programs

When you engage NIA to help build your wealth, you’ll be working with a team of dedicated Property & Wealth Strategists who specialise in assisting beginner and established investors, on a mission to boost your capital growth and cash flow – quickly.
Getting to know you, how you work and how you want to live is the first step to ensuring your financial success, because we know building wealth needs the foundation of a lasting relationship. Knowing you enables us to support you, educating you throughout your entire property and financial journey.
Put simply, together we’re better… with the know-how to ensure you achieve financial goals and open the door to the life you really want.

Our LEAP Roadmap has helped more than 500 people just like you to live the life of financial abundance you deserve, by helping remove the psychological barriers and self-doubt that cloud the
decisions you make about your financial future.