Team
PROPERTY INVESTMENT STRATEGIST TEAM
When you are a client you will receive a dedicated property investment strategist who will help you formulate your unique property investment strategy. This will be your go-to person and your direct link to the other property investment experts in the group.
Our strategists will evaluate your current position, work out a step-by-step plan, ensure the correct wealth protection and wealth creation structures are created, and devise a property acquisition and strategic financing strategy personalised to your particular goal. They will also help you find, negotiate, structure and acquire valued properties, either in your newly-formed property structures or in your personal capacity.
Your strategist will assist you with comprehensive rental management through accredited Cornerstone Wealth Management rental management companies. They will assist in finding, screening, vetting and placing quality tenants in your newly-acquired property.
Your property investment strategist will review your portfolio with you in conjunction with our team of in-house property experts’ insights and expertise.
Your dedicated property investment strategist will also advise you of upcoming training and educational seminars and resources such as books, checklists and videos so you can grow your knowledge and expertise as a professional property investor.
LEGAL TEAM
Each of our specialised legal partners delivers impeccable service in their own field of law. The number of experts in each team ensures that it is richly resourced and able to deliver close and personal services to each property client. The legal team will assist with the formulation of a dual trust structure and also act as independent trustee, as required by legislation.
Our legal team offers comprehensive advice on estate planning, the drafting of wills and all aspects of trust administration.
ACCOUNTING TEAM
Once Clients have established the trust set-up it is of utmost importance to appoint a professional trust accountant to manage the trust’s accounting aspects. The tax withholding variation forms will require completion each year.
It is important that precise bookkeeping is executed from the outset, as all accounts (trust and non-trust accounts) must show all assets held and be accurate. Accurate and orderly sets of books will ensure that no doubt exists about the ownership of the trust’s assets in the event that a client comes under attack from creditors.
CONVEYANCING LAWYERS
Our strategic partner conveyancer or Lawyer will offer full support throughout the process of finalising the transfer of a property to our client, and closely monitor the conveyancing process from start to finish.
Cornerstone Wealth Management has negotiated large discounts on conveyancing fees for our clients.
LETTING AGENTS
Conducting credit checks, drawing up leases, inspections each time a new tenant vacates, rent collection etc…
The admin involved in rental management does not suit all investors, although some might consider that it would be a good experience to let their properties themselves. Cornerstone Wealth Management cautions investors to follow this strategy only after due consideration and having conducted extensive research beforehand to gain a full understanding of the entire process.
Cornerstone Wealth Management believes that our clients time is more valuable, and so advises them to leave these very important functions in the administration of a property portfolio to a capable letting agent who has the necessary resources, manpower and expertise at hand.
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