Build property wealth
Investment Property Planning
Dreaming about the future is great. Planning for it is even better and way more fun, because it makes it real.
Property planning is all about making good decisions. With a bit of help, these decisions will put you on the right path to create wealth through property.
1% better is all it takes
When purchasing property, the 1 per centers can make all the difference, especially when looking at it with a long term view . A 1% better property decision over 15, 20 or even 30 years can make huge impact.
But moving the dial, even just by 1%, takes knowledge, experience and planning. Enter, the Elephants!
Let’s work together to plan your property roadmap, and provide you with the vision of what your future could look like.
How it works
We review
A plan is nothing without a final consultation from you, the plan owner! We step you through each area of our planning documents to ensure you have all the questions answered along with our assumptions. We provide context to our decisions and clarity to our thinking so you are in the best position to go execute yourself.
PLANNING PACKAGES
Property plans
Our property plans will give you the confidence to execute on your own, are tailor made to take the guesswork out, and improve your outcome. Buying one now, or a bunch , there's a plan for each.
1. Personal Review
Understanding your goals and objectives
2. Finance Plan
Finance and debt scenarios
Repayment acceleration plan
Finance forecast including
key wealth milestones
Multiple purchase scenarios and timeframes
3. Setup
Asset style & yield requirements
Referral to a trusted buyers advocacy team
Two plans below.
1. Personal Plan
Understanding your goals and objectives
2. Finance Plan
Finance and debt scenarios
Repayment acceleration plan
Finance forecast including
key wealth milestones
Multiple purchase scenarios and timeframes
3. Setup
Asset style & yield requirements
Referral to a trusted buyers advocacy team
Let's start
Personal Plan
Understanding your goals and objectives
Finance Plan
Finance and debt scenarios
Repayment acceleration plan
Finance forecast 30 years
Multiple purchase scenarios and timeframes
Geographic Plan
Two focus areas and property types
Recently sold property comparables
Let's start
Testimonials
Jaz
Gavin Hepponstall has been a awesome to work with. Helped me purchase my first house and was highly responsive and knowledgeable throughout the proces
Ryan
Smooth is generally not a word you associate with financing or purchasing a property, however Shehan and James' professionalism made it easy
Brent
Both Shehan and James were great to work with when buying my first property. Their professionalism, kindness, support and guidance was brilliant
Sam
Oz is truly amazing! I have been with many accountants before Oz and has easily out performed any of my previous ones.
Ben
Great company, with good accountants, always gives the best advice when I have questions, as well as helping me with business advise
Alice
Thank you Oz for all your help with my tax return. Made the process very easy and stress free. Best accountant in the Mount Waverley area!
Jaz
Gavin Hepponstall has been a awesome to work with. Helped me purchase my first house and was highly responsive and knowledgeable throughout the proces
Ryan
Smooth is generally not a word you associate with financing or purchasing a property, however Shehan and James' professionalism made it easy
Brent
Both Shehan and James were great to work with when buying my first property. Their professionalism, kindness, support and guidance was brilliant
Sam
Oz is truly amazing! I have been with many accountants before Oz and has easily out performed any of my previous ones.
Ben
Great company, with good accountants, always gives the best advice when I have questions, as well as helping me with business advise
Alice
Thank you Oz for all your help with my tax return. Made the process very easy and stress free. Best accountant in the Mount Waverley area!
Melinda Norton
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Melinda Norton
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Melinda Norton
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Melinda Norton
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Melinda Norton
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Melinda Norton
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
Melinda Norton
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Melinda Norton
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
Melinda Norton
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
Melinda Norton
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
Melinda Norton
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
Melinda Norton
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Mario
I highly recommend Elephant, reliability is everything when you run a business and Sam & Oz are always there to look after my accounting needs.
Ilya
Elephant accountings expertise was exactly what we needed, the team spent the time to understand our needs and provided a fantastic go forward plan.
Zik
Sam and Oz are extremely knowledgeable accountants, and provide cutting edge solutions. I highly endorse their services.
Taylor
The Elephant Advisory Team were great to work with and could not recommend them more highly. I found the buying experience seamless with them!
Joel
Shehan and the team are great to work with, they made the loan process very simple and easy to understand. I would definitely recommend them.
Elise
The greatest asset that James provided us was his availability to provide prompt and detailed responses whilst continuously offering support.
Mario
I highly recommend Elephant, reliability is everything when you run a business and Sam & Oz are always there to look after my accounting needs.
Ilya
Elephant accountings expertise was exactly what we needed, the team spent the time to understand our needs and provided a fantastic go forward plan.
Zik
Sam and Oz are extremely knowledgeable accountants, and provide cutting edge solutions. I highly endorse their services.
Taylor
The Elephant Advisory Team were great to work with and could not recommend them more highly. I found the buying experience seamless with them!
Joel
Shehan and the team are great to work with, they made the loan process very simple and easy to understand. I would definitely recommend them.
Elise
The greatest asset that James provided us was his availability to provide prompt and detailed responses whilst continuously offering support.
Melinda Norton
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
Melinda Norton
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
Melinda Norton
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
Melinda Norton
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
Melinda Norton
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
Melinda Norton
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
Melinda Norton
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
Melinda Norton
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
Melinda Norton
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
Melinda Norton
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
Melinda Norton
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
Melinda Norton
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
Jaz
Gavin Hepponstall has been a awesome to work with. Helped me purchase my first house and was highly responsive and knowledgeable throughout the proces
Ryan
Smooth is generally not a word you associate with financing or purchasing a property, however Shehan and James' professionalism made it easy
Brent
Both Shehan and James were great to work with when buying my first property. Their professionalism, kindness, support and guidance was brilliant
Sam
Oz is truly amazing! I have been with many accountants before Oz and has easily out performed any of my previous ones.
Ben
Great company, with good accountants, always gives the best advice when I have questions, as well as helping me with business advise
Alice
Thank you Oz for all your help with my tax return. Made the process very easy and stress free. Best accountant in the Mount Waverley area!
FAQ's
1. Is there a difference between a Property Plan and a Buying plan?
The property plan has two versions, a single and multi plan. These plans are to give you the research and confidence you need to purchase a property on your own. Encompassing a review of your personal, finance and the geographic purchasing options in Melbourne, our report provides you with in-depth research to succeed on your own.
2. Whats the difference between the single and multi plan?
The difference is purely your financial capacity to purchase a single investment property now, versus a number of properties. Our report will outline the specifics based on your estimated purchase price and number of assets. Not sure how much you can afford? Speak to our finance team!
3. What is a buyers advocate?
A buyers advocate, represents the buyer during the purchase of a property, just like a real estate agent represents a seller in a property transaction.
4. Can I afford a Buyers Agent?
You will be spending hundreds of thousands maybe even a million dollars purchasing a property, the potential savings and peace of mind that you get from using a Buyer’s Advocate can see the money spent on fees mitigated. We have tried to strip away any unnecessary costs to make our services as cost effective as possible. Our fees are fixed so you don’t have to worry about any hidden surprises down the line.
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