Developed and Refined Over
Our Methodology
The Strategic Investors property investment methodology has been used, reviewed and refined thousands of times over two decades or more. With input and feedback from a nationwide team of leading experts, it leads to the industry’s ineffectiveness. Our structured process of investigation, review and analysis delivers results.
We don’t rest on our laurels either! At Strategic Investors, we know that markets are continuously changing, and our strategies and executions evolve and adjust in response.
The Right Strategy
Definition –A strategy is an approach based on a clearly defined vision, goals, direction and roadmap. It is built using insights, experience, context, environment, expectations and capabilities to create value.
The groundwork in the earlier stages of our process means we are now equipped and ready to create your strategy. A strategy that fits and ticks all the boxes for you and your vision.
Your strategy will be a living document, flexible enough to evolve with your changing needs.
It will have both detailed short-term tactics and a longer-term roadmap.
The Right Knowledge
Armed with your strategy, it’s time to take control of your decisions. Don’t be dictated to by others. This stage will empower you so that you can;
- Clarify your goals and aspirations
- Bolster your knowledge of property investment
- Acquire market awareness
- Gain the ability to ask the right questions
- Implement an effective property investing strategy
With the support of your team, you will develop personally tailored criteria and rules for property investment.
The Right Property
Finding the right property is central to your property wealth generation program. You are now empowered and can take control. At this stage, you will be able to;
- Identify the right property
- Perform the right analysis
- Comply with your own self-imposed buying rules
Finding and buying property is the final stage in a methodology that puts people before property, rather than simply putting property before people.
The Investor
The foundation of our methodology is understanding individual needs and requirements. This understanding is essential to developing a personalised property investment strategy that aligns with your specific’ needs. We cover:
- Life Ambitions
- Stage of Life
- Expectations
- Effort & Commitment
- Current Financial Position
- Risk Tolerance in Investing
The outcome we are working towards is a “liveable” approach to property investing. One which balances short-term constraints with a long-term strategic path to ensure wealth generation through the property.
The outcome that is being strived to achieve is a “livable” balanced short and long-term strategic approach to wealth generation through Property Investing.
The Right Team
The right experts with the right experience are essential to achieve the best outcomes in wealth creation. You need input from multiple perspectives to explore and advise on
- Investment capability and potential
- Effective risk mitigation
- Sustainable and tax-effective investment structures
- Flexible financing arrangements which don’t restrict your options
- Legal compliance
We connect you with experienced professionals to create the well-rounded team you need.
The Right Foundation
Getting the right experts onto your team is only the first step. Next, these professionals combine their insight and knowledge from different specialised fields, fleshing out the factors, constraints and opportunities that matter for your strategy.
They examine all the areas your strategy must integrate:
- Taxes
- Financial situation
- Legal
- Employment – type, security and prospects
- Lifestyle – both current and desired
- Risk tolerance
- Stage of life
Your expert team collaborate to fit the parts of the puzzle together.
Overview of Methodology
