Property Planning:
Tap into the Huge Market Potential

Investing in property can be a powerful way to build wealth and secure your financial future. But, careful planning is essential to maximise returns and minimise risks.

Our property planning service offers a comprehensive approach to help you achieve your investment goals.

PALISE PROPERTY Has Proven Success for Investors Like You

We are one of the only agencies that can incorporate residential and commercial property into the equation competently.

At the core of our service is a commitment to understanding your unique financial situation and investment objectives. We take a personalised approach, working closely with you to develop a tailored strategy that aligns with your goals and risk tolerance.

Our team conducts a thorough financial analysis, taking into account your income, expenses, assets, and liabilities to create a solid foundation for your investment plan.

The plan will:

• Give you clarity around your current position in the market

• Align your goals with the next best move to make

• Ensure you make smarter and profitable subsequent purchases

• Visualise and forecast when you are likely to hit your goals

• Understand your best moment in time to retire

leveraging cutting-edge technology

To enhance our property planning service, we utilise a powerful, user-friendly software that serves as both a personal financial tool and a property planning tool. This software allows us to:

• Set retirement age and passive income targets

• Analyse your current financial situation, including income, savings, and superannuation

• Track your property portfolio and equity position

• Project future scenarios based on various assumptions

• Adjust plans as your circumstances change

This software provides a visual representation of your financial journey, making it easier to understand and track your progress towards your goals.

Enjoy a Clear and Concise Process

OUR PROPERTY PLANNING PROCESS

Initial Consultation: We begin with a one-on-one consultation to discuss your financial situation, investment goals, and risk tolerance.

Financial Assessment: Our team conducts a comprehensive analysis of your finances, including income, expenses, assets, and liabilities.

Goal Setting: We work with you to define clear, achievable investment goals that align with your long-term financial objectives.

Portfolio Analysis: We review your existing property portfolio, if any, to identify opportunities for optimisation and growth.

Strategy Development: Based on our analysis and your goals, we develop a personalised property investment strategy tailored to your needs.

WHY CHOOSE US?

Expertise in the Australian Property Market: Our team has extensive knowledge and experience in the Australian real estate industry, enabling us to provide informed, up-to-date advice. Not only are we experts in the field, but we are also property investors ourselves, giving us first-hand insight into the challenges and opportunities you may face as an investor.

Holistic Approach to Wealth Creation: We consider all aspects of your financial situation, ensuring that your property investment strategy complements your overall wealth creation plan.

Ongoing Support and Adjustments: We offer continuous support and regularly review your investment plan to make necessary adjustments based on market conditions and changes in your personal circumstances.

Take advantage of leading insights now at a competitive price of $1950 + GST, including lifetime access to the planning portal! You will also receive a complimentary consultation session with a Palise Property Planning expert.

What You Get Inside

Take a sneak peak of what you’ll be getting!

GETTING STARTED

Here's how to get started:

1. Book a consultation with one of our property planning experts.

2. Gather your financial information, including income statements, bank accounts, and details of any existing investments.

3. Come prepared to discuss your long-term financial goals and investment preferences.

Proper planning is the cornerstone of successful property investment. Our comprehensive property planning service, backed by advanced technology, can help you understand the nuances of the Australian property market and build a portfolio that supports your financial goals.