Helping homeowners and investors
get better growth and cashflow from property
using our proven PODTM Methodology
Get An Exciting Data-Driven Property Plan
Not Just A Loan
Better Manage Your Risk Exposure
By Balancing Growth And Yield
Grow Your Wealth With Less Stress
With Our Skilled Multi-Disciplinary Team
Who We Help: Is This You?
I want to become
a property investor, using a proven strategy
Do you own your own home, and want a carefully considered plan for starting out as a property investor?
I want to
refinance an existing loan
Do you need to refinance your exitsing loan (or loans) to pay less interest or get more favourable lending conditions?
I want to
upgrade my current home
Do you need more money to upgrade your current home, and maybe your current lender had said “no”?
I want to
upgrade my home without selling my current one
Would you like to convert your current home into an investment property and find a new home to live in?
I need to
"fix" my current investment portfolio
Do you have a suspicion that your current portfolio is underperforming, and would like an expert third party analysis?
When Home Owners And Investors Want To Balance Growth And Security
Here’s Why They Turn To SUM+
We know that building a property portfolio can be a challenging experience for new and experienced property owners alike.
- Maybe you aren’t sure if you should seek out a ‘growth’ property, or instead purchase one that provides a healthy rental yield.
- Maybe you don’t feel confident choosing an investment property in today’s turbulent market, and you’d feel better hearing a professional, data-driven opinion.
- Maybe your bank has said no to borrowing more money, and you feel this is incorrect and you’d like a second opinion.
Many lenders and mortgage brokers don’t have the strategic oversight, data-driven approach and expert service to help you plan and build a balanced property portfolio. After all, you want it to grow in value, but it also needs to be secure, too.
Start or grow your property portfolio here
At SUM+, we specialise in helping home owners and investors use data to build a property portfolio that balances growth and security. Request a Free Strategy Session and discover how to find and fund the right property so you can build a balanced property portfolio that accelerates your wealth without risking your assets or compromising your lifestyle.
How Our POD™ Methodology Gives You Better Performance
From Your Home And Investment Properties
You’ll Get A Balance Between Growth and Security
Some advisors favour growth in hope of fast results. Others favour conservative investments in hope of security. We help you handpick properties, financial structures, and lending options, so your portfolio is optimised for both growth and income.
You’ll Get A Clearly Defined Plan
Unlike other banks and mortgage brokers that (in our opinion) prematurely focus on just getting you a loan, we help you create a “POD” plan to build a portfolio of profitable, yet stable, properties. That way your finances can be optimised to:
- Save thousands in repayments, interest, and tax
- Protect your income and assets as they grow
- Leapfrog into more properties — faster
In summary, we help you:
- Start or grow a property portfolio that balances growth and security
- Worry less about the ups and downs of our current market
- Borrow more money and better leverage current assets
- Use data and methodologies to make informed decisions
- Build your wealth and live the life you’ve always wanted
People Are Talking About SUM+
We’ve helped hundreds of homeowners and investors. Here’s what some of them say about their experience working with us.
6 Reasons Why Homeowners & Investors Choose SUM+ Instead Of Their Bank
The right loans and investment accumulation plan can help you save thousands in interest, fees, and tax, and free up your cash flow to invest or enjoy. But a step in the wrong direction can needlessly keep you in debt for years longer than necessary. Here are some of the things we do differently to help you get the very best from property:
Customised For Growth And Security
We help you hand-pick properties to balance your portfolio for both growth and income, providing you with more financial certainty now and in the future.
A Wide Range Of Loan Options, With Attractive Rates And Fees
We compare dozens of loans from our vast network of lenders and recommend the most ideal options for your situation.
Unbiased, Honest Advice
You won’t pay a cent for our loan service
because our fee comes from lenders who
pay a modest commission. And you can be sure our advice is always in your best interest, because that commission is the same no matter what lender we recommend.
Holistic Support To Help You Bring It All Together
Naturally, we can help with just a loan. But
if you’re like many of our clients you’ll appreciate our support in finding and managing the right property and structuring your finances for optimum results
Free Advice Specific To Your Situation
The first step in seeing how to find and fund the right property so you can build a balanced property portfolio that accelerates your wealth without risking your assets or compromising your lifestyle is with a Free Strategy Session where we give you our best advice – 100% free and without obligation.
Here's How Our Process Works
Your Initial Strategy Session
We’ll explore your desired short-term and long-term outcome and create a plan for achieving both. You’ll get our very best advice during this session.
Planning, Strategy & Loan Recommendations
We’ll present you with a range of options for you to choose, based upon your specific goals.
Expert Implementation
We’ll execute your loan. And we’ll implement your property-accumulating, wealth-building “POD” plan.
Ongoing Execution, Review & Optimisation
We’ll constantly monitor your current situation and desired goals, and make careful adjustments where needed.
Choose An Option Below
I want to become
a property investor, using a proven strategy
Do you own your own home, and want a carefully considered plan for starting out as a property investor?
I want to
refinance an existing loan
Do you need to refinance your exitsing loan (or loans) to pay less interest or get more favourable lending conditions?
I want to
upgrade my current home
Do you need more money to upgrade your current home, and maybe your current lender had said “no”?
I want to
upgrade my home without selling my current one
Would you like to convert your current home into an investment property and find a new home to live in?
I need to
"fix" my current investment portfolio
Do you have a suspicion that your current portfolio is underperforming, and would like an expert third party analysis?
