Real Estate Investments
We help you build wealth by investing in real estate properties
Real Estate Investment
Purchasing property is an important stage in both personal lifestyle as well as wealth creation. Choosing the right property in the right location can have lasting impact on your financial goals.
BloomWealth assists clients in building an investment property portfolio through careful and planned strategies. We provide support and guidance for making the most from your property investments.
Strategies for Property Investing
Property investing offers incredible opportunities for wealth creation and tax minimisation when done correctly. As with any investment, there are inherent risks that must be considered, and opportunities should be weighed against your goals.
As part of our real estate investment services, we start by asking a number of important questions.
Financial Plan
- What are the long-term prospects for the location of your potential investment property?
- Do these prospects fit with your financial goals and strategy?
Taxation
- Are there tax implications for the property purchase?
- Are there claimable aspects of the purchase or the property and how can these be maximised?
Wealth Creation
- Does the potential investment property meet desired minimum criteria for potential yield and growth?
- What balance of equity growth vs rental yield best suits your current and long-term needs?
Home & Investment Loans
- What are the most appropriate mortgage finance products for your property purchase?
- Will these products give you the best combination of rates, flexibility and features for your financial situation?
Building Your Property Portfolio
BloomWealth’s real estate investment strategies can include the review of existing property portfolios to determine the best way forward. In addition, we can examine existing mortgage debt and loan securitisation and recommend viable and beneficial alternatives.
If you would like to review your existing loans, or are interested in purchasing an investment property, please contact us.
