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Your
finance
partner
for life.

Planning your future

My Investment Home Plan

My Investment Home Plan is a tailored and targeted approach to help you achieve the goal of investment property ownership.

It’s about implementing strategies to assist with your budgeting and cash flow, debt reduction and structures, wealth creation and more, to ensure that you can start reaping the benefits of being an investor sooner!

Our program involves working together with a Resolve financial planner, so that you are in a financial position to afford and maintain an investment property.

How it works:

 

Analyse

In the initial meeting with your financial planner they will assess your needs and objectives, determine eligibility and collect data.

 

Plan

Your financial planner will undertake a full financial analysis and then prepare an achievable strategy for your unique situation, designed to ensure your financial goals are met.

 

Mentor

Once your comprehensive plan has been put in place, your financial planner will remain by your side to help keep you on track and answer any questions you may have along your journey.

 

Review

Your financial planner will schedule regular reviews to ensure you are still on the right path and make any necessary adjustments to align with life’s changes.

 

Invest

Well done and congratulations, you’ve made it! Once you have completed your plan our team will help you purchase a fantastic investment property.

 

This program has been specially designed so you can rest easy knowing you’re in good hands. All you have to do is stick to your tailored strategy and follow your financial planner’s advice to become a proud property investor. The earlier you begin the sooner you win, so stop waiting and turn your dreams into reality.