OUR PROCESS
We believe that the first rule of wealth creation is to invest in yourself before you invest in anything else. By attending the dynamic Cornerstone Wealth Management seminar, investors will gain an overview of the holistic property investment principles that have created financial freedom for millions of successful investors worldwide.
Alternatively, if investors are unable to attend we encourage them to make an appointment for a free, no-obligation personal strategy consultation.
With the help of our strategic partners, Cornerstone Wealth Management help you to formulate specific wealth protection and wealth creation strategies.
Once your needs, requirements and goals have been assessed, the Cornerstone Wealth Management team devise a realistic step-by-step action strategy to
achieve your objectives.
There are Five key components to our strategy
Property Acquisition
We formulate a customised acquisition strategy for each of our investors. This will ensure the investor purchases property at the correct price and that plans are optimally structured to best suit the investor’s goals, regardless of whether the aim is to rent the property, build and sell or both.
Financing
Through our strategic partner, a financing strategy is devised for each investor, which is not just about your net or disposable income. They will also assess:
- Current exposure
- Debt servicing income
- Gross income
- Other financing structures such as: trust structures
- Capital liquidity; and
- Cumulative impact of the bank’s lending criteria
These factors influence each investor’s personal profile and the amount of financing granted. Cornerstone Wealth Management will assist to ensure the purchasing power of each investor by incorporating every aspect into a holistic approach.
Establishing Asset Protection and Wealth Creation Structures
Trust law in Australia is of the highest standard. Correctly drafted trust structures are perfect for holding and managing your properties and other personal assets. Some have argued that these typed of entities/holding structures are by far the most tax-efficient entities available, but they are not suitable for everyone.
Through its network of strategic partners, personalised structures that are necessary to build and secure the investor’s property investment business are considered and if best case, may be implemented after advice is sought, by third party alliance partners, to determine the investors profile.
Risk Mitigation
On of the essential hallmarks of the intelligent long-term property investor is understanding the dangers and pitfalls and knowing how to deal with them. Our strategic partners, including financial planners, devise and implement plans to help avoid and manage these dangers by taking each investor’s long-term investment perspective and goals into account.
Rental Management and Administration
Cornerstone Wealth Management work with the leading property managers to assist property investors with
comprehensive letting services, which include:
- Full tenant administration.
- Placing, screening and tenant checks.
- Background checks.
- Full rental collection service including levies, rates and taxes.
- Regular inspections.
- Comprehensive monthly reports and statements to the owner.
- Rent Guaranteed: rental assurance packages on select properties to ensuring investors’ rental income streams for a specific period.
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