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Portfolios Property [Shared]

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Prezitime Design

on 9 May 2017

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Transcript of Portfolios Property [Shared]

LISTEN
SMARTS
STRATEGY
STRUCTURE
FUNDING
SUSTAINABILITY
NET WORTH
Well chosen properties
Accelerating debt reduction
Supporting when and how to realise profit
Managing a growing portfolio
Matching loan types to your strategy
Choosing appropriate lenders including fine print
Responding to valuations
Supporting future planning
Managing volatility
Securing risk management
Protection using our ‘3 Financial Buffers’
Effectively managing tax
Balancing your lifestyle and investing
Cashflow Affordability
Proactive Reviews
Responding to your big picture
Choose Ownership Structures
Determine most appropriate Loan Structure
Who are you and what works best for you
Naming short, medium and long term milestones
Define the steps to achieve these
Direct personal experience
Cutting edge innovation
In-depth applied knowledge
Sound advice
We hear people’s needs, fears and aspirations
We explore and work to expand your mindset
HOW WE
MAKE IT HAPPEN

SECURITY
All we need is less than ONE hour of your time so we can
make it happen for you!
Full transcript