27 Grange Road, Cheltenham, Victoria, Australia, 3192

Assisting Clients to Prosper

Know you need to add property to your portfolio but not sure how?

Many wish to invest in property but for many reasons such as inexperience, uncertainty, time poor or other reasons, they delay implementing their investment plans.

You now have access to a unique service providing you with advice and support in selecting, managing, financing your ideal investment property. We also ensure you are effectively structured from a tax and compliance perspective.

Before we proceed however we must point out that we are not selling property. Our focus is entirely on you, our client and we do not act on behalf of any vendors or receive commissions. On your behalf, we partner with leading Real-Estate agents and Conveyancers to make the process easy and affective for you.

This is a support service and not financial planning as defined by government regulations. Any desired financial planning should be undertaken prior to this. We would be only to please to assist you with your broader Financial Planning too. This property offer is only available after a prior consultation on investment strategies and financial capacity.

Your service includes

  1. Your initial consultation where we focus on investing in property, appropriate investment strategies, legal vehicles, taxation implications, negative gearing, advantages and disadvantages and advise of their application to your situation.
  2. Next consultation is where we work with you to define your ideal property and advise on your financial ability to target and fund your choice.
  3. Our partners will then help you identify a number of properties that meet your specific criteria including: type, location, price range, state of repair, tenancy and a range of other factors.
  4. You will then review your choices with us, to select two likely alternatives.
  5. A visit to the properties will be arranged (as appropriate: think interstate).
  6. You will then have our assistance in the selection and negotiation.
  7. You will be assisted in selecting your Property Manager to source your tenants and provide ongoing management services.

To find out more simply call us on 95809866 to have a no obligation discussion.







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Comments from our clients

  • "Hi Ross, I just thought that I should tell you that Monty has been helping me with a problem I had with Gracott over the past few months. In this time, his help has been well above what would normally be considered normal for an accountant's role. I have been very grateful for his assistance. …… I thought I should pass this on to you personally."
    - Jill Miglietti, Bervic Engineering Co Pty Ltd
  • "Thanks for the business valuation I am very happy as was my Solicitor with this, the valuation was quite detailed and you went into great detail showing the different methods used in calculating the value also supplying figures to substantiate your calculations. Great work thanks."
    - Jon Everitt, Signarama Moorabbin
  • "It is refreshing to see that your understanding of property transactions and your proactive approach goes much further in depth compared to an average accountancy practice. My recommendation to our clients to seek your expert advice would be without hesitation and encouraged!"
    - Michael Libman, Director (Licensed Estate Agent) Property Choice Pty Ltd
  • "The Planning Session: The process was very good in assisting us to clarify our personal and business goals and objectives. In our case, with each of us running separate businesses, it was particularly helpful in highlighting the directions we were both heading, and where simplification could be applied to create more efficient management..."
    - Kevin Ezard Aquarian Developments (Aust) Pty Ltd - Marketing and Consulting
  • "Many thanks for your work this year. A friendly and efficient company. Our contact with you over the many years of our association has been a pleasure and we look forward to continuing this in the future."
    - Linda and Ray Eades - Carpentry Business and Super Fund
  • "Thank you very much for your help to me and Damian recently. The matter discussed has now been concluded. We feel very fortunate to have you not only as our account but also as our trusted friend."
    - Veronique Moloney – Long standing client

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