Here's Why New Property Investors
Choose SUM+ & The POD Methodology
To Get A Competitive Start In Property Investing
Our proven POD Methodology helps you begin and build a balanced property portfolio that accelerates your wealth without risking your assets or compromising your current lifestyle
Looking For A Faster, More Secure Way To Start A Profitable Property Portfolio?
Like many homeowners looking to leverage equity to accelerate their wealth through property investing, are you?
- Wondering how much you can borrow, what types of loans are best, andhow to structure your finances for maximum savings in interest, fees, andtax?
- Unsure what type of property is best, how to negotiate the lowest possible price, and how to keep it rented for maximum returns and minimum problems?
- Worried you won’t have the time to research for the right property, compare dozens of finance options, and manage tenants (and wish you could get expert help to bring all these things together)?
- Nervous about making costly mistakes and want a proven process and hands-on help to build a balanced property portfolio that accelerates your wealth without risking your assets or compromising your lifestyle?
Many first-time property investors have the same questions and concerns. That’s why we developed
an initial, Free Strategy Session to help you get the right start in your property investment journey.
How We Help Homeowners Build A Profitable Property Portfolio – The Safer Way
We’ve helped hundreds of homeowners leverage equity and expand their wealth through property.
A Plan To Get Your First Property Right
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 properties. That way your finances can be optimised to:
- Get your first investment property sooner
- Save thousands in repayments, interest, and tax
- Protect your income and assets as they grow
- Safely leapfrog into more properties — faster
Balanced for 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 and financial structures, so your portfolio is optimised for both growth and income.
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:
You'll Get An Entire Plan For A Brighter Future
Sadly, many people buy a property and hope for the best. We’ll help you create and implement a plan that leads you toward the future you want. And we’ll help you balance growth and yield, so you better manage your exposure to risk.
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.
Here’s The Next Step To Getting A Proven Plan To Find And Fund Your First Investment Property
Want some practical ideas –specific to your situation– to help you avoid expensive mistakes, save thousands in repayments, interest, and tax, and get the right start with your first investment property? It’s quick and easy with an initial, Free Strategy Session during which:
- You’ll get a clear picture of how much you can borrow, what the costs will be,and how to maximise your borrowing capacity so you can get your first investment property sooner
- You’ll discover strategic ways to structure your finance to save thousands in repayments, interest, and tax (so you can build and leverage equity to grow your portfolio sooner)
- You’ll learn how to avoid common mistakes that needlessly cost other investors thousands, adding years to their financial journey
- You’ll explore how SUM+ can help you 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
Please be assured your Strategy Session will not be a sales presentation in disguise. On the contrary, you will receive practical advice that is specific to your situation.
Naturally, we hope you will consider becoming a client (remember, it’s free) so we can give you step-by-step help to maximise your financial success. However, you can simply learn from the information we share and implement it yourself.
In any case, we look forward to meeting you for your no-obligation, free Strategy Session.
