Oct 24, 2024
When buying property, investors must begin with an end goal in
mind – or they risk misaligning their investment strategy with
long-term financial goals.
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On this episode of The Smart Property Investment Show, host Phil
Tarrant is joined by Finni Mortgages’ Eva Loisance and
InvestorKit’s Arjun Paliwal to discuss how investors can build a
bespoke property plan that fits into their broader financial
strategy.
Eva outlines that investors should understand the ‘why’ behind each purchase, with Arjun noting that a lack of planning can lead to a scattered portfolio that doesn’t align with long-term goals. This requires a reverse-engineered approach, where investors begin with an end goal in mind.
They then look at how buyer’s agents and finance brokers can support this journey and help clients buy the right properties, and provide insights into the growing trend of using trusts and other structures to optimise tax outcomes.
Throughout the episode, Eva and Arjun also unpack the importance
of consolidation in property investment, noting that properties
must be actively managed to ensure they continue to meet financial
objectives.
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