Key details of the meeting
- The meeting would take place after your 2026 financial statements are completed, ensuring we have the most up to date information.
- If you need a meeting sooner, please let us know - this may still be possible provided your 2025 financial statements have been completed.
- Review and discuss your overall property investment strategy.
- Are your properties working for you? Is there an obvious property that may need to be sold? Are there simple steps you could take to improve your position?
- Discuss and review your loan strategy.
- While it’s impossible to predict future interest rates, Ross can provide informed opinions and suggestions. As interest is often the largest cost for property investors, this is always a valuable discussion.
Review your ownership and tax structure.
Are there opportunities to improve your tax position? In some cases, relatively simple changes - such as shareholding adjustments or borrowing to repay current accounts - can result in significant tax savings.
Review capital gain potential across your properties.
While we don’t have a crystal ball, we can review local costs, population data, and other factors that may impact future capital growth and cashflow.
Meeting format and cost
- Conducted via Zoom
- Recorded for your reference
- Approximately 1 hour in duration
- Standard fee: $550 + GST
- Lifetime client discounted rate: $300 + GST ($345 including GST)
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