Investors
When working with potential investors it is important to identify the following:
- Why are you wanting to invest?
- What type of investor are you?
- How much do you feel you already know?
Investing for the sake of investing can be dangerous. Without a clear idea of what you want from your investment, it can be challenging to have realistic and measurable expectations.
Understanding the type of investor you are can offer some insight into potential limiting beliefs you might have around investing, or an eagerness that can cause someone to overlook vital information necessary in making a well informed decision.
Your knowledge base when it comes to investing will allow us to evaluate how involved you require us to be. Some like to direct us and leverage off our contacts and expertise, others need to be guided through the whole process step by step.
No matter what your answer to our 3 questions, how we engage with a future & existing client remains the same. Let’s talk finances first, working with facts instead of perceptions and fears of what you can and can’t do is always easier and safer. That enables us to answer if you are in a position to consider investing. If not, we will structure a path to get you there. We won’t sugar coat things so you always know the truth of where you stand and have realistic expectations of what can be achieved. Once we have identified that we can help, the next stage is to work on the specifics of how we can put it all together for you.
How much could and investment cost you?
There are many factors that go into setting up a well structured investment property, to keep things simple we will use the following figures as an example:
| Income | $ 100,000 |
| Investment property value | $ 450,000 |
| Conservative interest rate | 6% |
| Tax incentives | $ 9,190 |
This is what the first year could look like using the minimum allowances listed above.