What to look for in a property investment advisor

By Uwe Jacobs

Investing in property is an incredibly important and complex move that can create financial independence, choice in retirement, and even the ability to leave a legacy. While the process can seem daunting because of how much commitment it requires, you don’t have to go through it alone. 

For a hassle-free journey towards your desired outcome, you need someone with specific knowledge and expertise of the property market – an experienced and qualified property investment advisor or buyer’s agent. These professionals have expert insights and will design strategies tailored to your individual circumstances and investments goals. But what qualities should you look for when selecting an expert?

When you enlist the services of a property investment professional, you’re essentially investing in your wealth creation. Ultimately, they will provide advice which will help you achieve your desired result while also giving you peace of mind. Make sure you do your research to find an expert who has the right credentials and understands your objectives. With the right advice, you’ll be well on your way to reaching your goals!

We should take a closer look at the essential aspects of property investment and what services a property investment advisor or buyer’s agent provides to give you sound advice. Are you ready to get started? Let’s dive in!

Someone who listens

For successful property investment and building an investment portfolio, it’s essential to find an advisor that both listens and offers expert advice. Investment property isn’t a generic process: your financial goals, current resources, and long-term objectives must all be taken into consideration.

That’s why the right advisor will take the time to get to know you and understand what you’re trying to achieve — they need this information in order to craft a tailored strategy suited to your individual needs. With a personalised plan of action, your advisor can then search for the perfect property (or properties) to suit you. Don’t settle for an impersonal approach: invest with an expert who listens.

Proven results

When choosing a property investment expert, examine their track record of impressive results. Request tangible proof of the success they have helped clients to achieve and get an understanding of their past real estate projects through reviews and recommendations written about their services. To gain further insight into their practices, an experienced advisor should provide you with compelling case studies. 

Impartial insight

It is paramount to make sure your investment property advisor works solely for you – not a bank, not a mortgage broker and not a developer. Only when they are wholly committed to your objectives will their suggestion be tailored especially to you. Therefore, it is vital that their payment comes from you, separate from the deal. This could considerably impact how successful your investment becomes. 

Make sure you ask the advisor whether they obtain any financial incentives from the property market. We implore each potential investor to ask their consultant – do you receive rewards or have an economic stake in the people or properties you suggest? Or worse, do they gain hidden commissions out of the selling price or even from a rental guarantee? All these issues can profoundly influence the property value.


It’s crucial to choose an experienced professional for guidance during real estate transactions – the ideal advisor should be a licensed principal agent willing to take the helm of the entire business. With such an authoritative figure in your corner, you can trust your investment is in good hands. 

An individual strategy

You deserve more than a one-size-fits-all approach to real estate investing. Your property advisor should start by getting to know you and your individual aims, taking into account not only how many investments you want, but also how you want to structure them — whether personally, through a company, or through a self-managed super fund (SMSF). Then, and only then, can they craft a tailored plan that effectively meets your needs and maximises your returns.

Moreover, it’s important to remember that the loan structure plays an essential role in making sure your purchase fits your lifestyle, disposable income, risk profile and overall wealth. A comprehensive knowledge of the entire market is invaluable here. Put simply, any advisor worth their salt will take a genuine interest in more than just your hard numbers. They need to listen to what makes you unique, so they can craft a strategy befitting of your situation.

The correct strategy:

Creating an effective investment strategy is about more than just understanding the market and rental income or capital growth; it’s about having the vision to achieve financial freedom. With a carefully considered approach, you can be on the path towards making your wealth goals a reality.  Quite frankly, the correct strategy is best derived with the assistance of an independent property strategist. 

A property investment advisor you can work with

Making the right property investment decision is all about trust. When working with an advisor, you should feel as if your contributions are valued and that your questions are fully answered.

By forming a relationship with an advisor whose strategies are easy to understand and who is willing to explain why certain plans are selected, you can increase your knowledge and grow your wealth and cash flow over time.

With the right person in your corner, finding success with real estate investments doesn’t have to be a daunting task — it can be an exciting journey!

In the end it is all about … is the property investment strategist listening to you and your goals or are they just pursuing their targets?  A good question to ask!

How to find the right property investment strategist/advisor for you

Asking questions and doing research can mean the difference between success and failure. Understanding your options and gathering all the facts helps you make informed decisions that will benefit you in the long run. Taking the time to ask questions and do research can save you from wasting resources, energy, and time. By investing in knowledge and understanding, you can create a better future by making the most of your decisions .

With a reputable advisor, your investments can be more secure and informed. Through experienced advice and lifestyle assessments, you can gain insight into how to maximise return and minimise risk with the right strategies. With constantly evolving markets, new investment opportunities, and a range of different options, working with an experienced professional gives you access to specialised knowledge, expertise, and invaluable data to help make informed decisions. Get in touch with a trustworthy property strategist and take your investments to the next level.

Ready to get strategic?

At Property Friends, we’re not just about bricks and mortar. We’re about dreams, ambitions, and building strong financial foundations. We understand that every investor is unique, which is why our approach is tailored specifically for YOU.

Don’t leave your financial future to chance.

Dive into a FREE, no-obligation discovery call where we’ll learn about your goals, your dreams, and craft a personalized property investment strategy that aligns with YOUR vision.

Click below and embark on a journey to secure your financial future. Let’s shape a strategy that truly resonates with your individual aspirations.

For daily property investment updates follow our Facebook page here.

Property Friends is a specialist Property Investment Strategist that provides solutions for people aspiring to financial independence, choices in retirement, or leaving a legacy. www.propertyfriends.com.au (03) 9758 5331

error: Content is protected !!
Share This