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:

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.

★★★★★
Thank you John and Chrissy for all your help during our mortgage process. You both were so efficient, alw...
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- Caterina Colios

★★★★★
We were referred to Adrian and the Sum + team from a friend as they had an exceptional experience with th...
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- Chris Gordon

★★★★★
Chrissy and John are very safe hands! They were so informative including what we needed to know at a cert...
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- Aymie Kaf

★★★★★
Adrian has years of experience and has all loans options covered. With Christina support they make a grea...
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- Sonia Kang

★★★★★
Adrian is 'The Man' when it comes to arranging finance for anything you require. He and the team at Sum+ ...
Read More

- Jonathan Bristow

★★★★★
Navigating the mortgage loan process can be quite daunting, especially as young siblings trying to break ...
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- Maroun Ateyeh

★★★★★
We were introduced to Adrian and his team to process our refinance and organise a loan for another proper...
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- Mark Dy

★★★★★
Would highly recommend Adrian and his team, especially Christina who was always there to answer any of ou...
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- Suzie McKenzie

★★★★★
We highly recommend SUM+! Adrian in particular has been beyond helpful for us over the past few years. Al...
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- Cath Thompson

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:

02
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.

03
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.

04
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.

05
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

06
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

STEP 1
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.

STEP 2
Planning, Strategy & Loan Recommendations

We’ll present you with a range of options for you to choose, based upon your specific goals.

STEP 3
Expert Implementation

We’ll execute your loan. And we’ll implement your property-accumulating, wealth-building “POD” plan.

STEP 4
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?