Why - Simply Wealth Group

Why Simply Wealth

We know your situation

What are your goals and dreams?

The most important thing about creating wealth or financial security is to first clearly understand WHY you want to. Is it because you want more money, more time, more life, more choices?

We analyze your current position and discuss all your questions and needs. We will help you identify your financial and lifestyle goals, making them achievable and fun along the way.

Once we have addressed all these points, we formulate your capacity to invest, the reasons you should invest, and whether it is appropriate for you either now or sometime in the future.

The aim is to give you all the information you need to make an informed decision that provides you with the confidence that it’s right for you.

We fit in your budget

It’s all about YOU.

One of the main reasons to invest is to give you more life. It should make life easier, give you more choices, make you feel good about yourself and help you to sleep easy at night. The idea is to not have an impact on your current lifestyle.

This is where we show you how you’ll be able to afford to have a property investment plan working for you without affecting your weekly budget.

Every client is different with their individual set of circumstances and we take all these factors into account by formulating a comprehensive plan and strategy tailored for you. We then produce an individual Cash Flow Analysis to suit you and an Investment Report that details how the investment will work for your particular situation.

we choose a safe investment for you

Accredited Property Investment Selection & Acquisition.

At Simply Wealth we only offer and recommend the best available property investment opportunities that exactly meet your needs and situation.

We monitor the Australian property market daily. With a variety of quality investments available all over Australia, they must first meet our stringent selection criteria of long term capital growth, strong rental demand, location and amenities, and of course be of high quality.

You’ll be secure in the knowledge that your future is underpinned by the safest investment possible – helping you achieve your goals and dreams faster than ever before.

We ensure you receive the best investment funding

Tailored Property Investment financial structures and strategies.

We will ensure you receive the best investment funding available.Our Specialist Investment arm will structure and tailor an investment funding package that will best meet your needs.

We’ll identify and recommend which loan is the right one for you, working on your behalf to finalise all the details, saving you time and money. We will explain interest rates, application fees, exit fees, refinancing, short-term and long term flexibility, and how to cleverly leverage equity and cash-flow to your advantage (85% of seasoned investors are not aware of this)

You will have the right funding in place that will ensure you achieve the optimum outcome to reach your goals.

Call us now for 45 minutes one on one free financial consultation session.

We give right legal advice

We take the headache out of owning an investment property or adding to an existing portfolio with your legal rights.

Property investing is a specialised legal area; getting it wrong could seriously jeopardise your outcome.

Our professional legal partner provides free contract reviews and legal advice on property transactions to avoid potential risks along the journey.

We show you how to protect your assets and wealth from day one so that your wealth always stays with you and your loved ones.

We Maximize your investment returns

We’ll help you through all the complexities and ever changing policy environments that are associated with property investing.

This is why most investors do not maximise the returns available to them.

Not all advisors are the same. Our property investment specialists are experts in their field.

We provide the appropriate property investment advice and ongoing services with regards to your current and future financial position.

You will have peace of mind and confidence that your investment property is achieving its maximum potential with regards to investment benefits. Don’t pay a dollar more in the operating cost ever again!

We coordinate the settlement of your property

Our professional production process coordinates the property settlement so that you will be stress-free throughout the entire process.

Settlement is involving with the vendor, the buyer, the conveyancer, the lender and the mortgage brokers. This is one of the areas that people might feel confused and worried about potential risk of penalty or contract breaching. It’s this one area that can actually make or break the experience you have when it comes to property investment.

We ensure that all parties are coordinated appropriately with minimal fuss and with very little involvement from yourself.

We offer headache-free Construction Program

You are guaranteed a fixed price contract and a turn-key building solution so you can move in straight away after the handover. Your tenant can also move in without you having to provide anything else for them.

Our advisors have been proudly helping homeowners and investors achieve their financial goals and dreams for over 10 years. The knowledge and commitment to quality we have gained over this time has enabled us to streamline the building process, resulting in a hassle free and enjoyable building experience for you.

Whether building one of our innovative home designs, or choosing a boutique architecturally designed plan with our dedicated and professional team, it have been proven that by using only the best products and materials on the market and constructing homes on time and on budget, we are the market leaders in both quality and service.

We manage the entire project on your behalf

Keeping you in the know every step of the way!

We manage the entire project on your behalf so that you do not need to worry any hassle along the journey and your money will be working for you as fast as possible.

When you have constructed and project managed thousands of properties like we have, you know how to deliver an experience to customers second to none. We update you regularly with a progress report. It’s like being on site anytime.

We Secure Quality Assurance

We work for you, NOT the builder.

Our independent quality assurance managers carefully and thoroughly check each stage of construction and at completion, so that you always know you’re getting what you paid for – a quality investment property.

When you buy a car, you want to ensure you are getting what you have paid for. When you go to collect the car, you want to check that the steering wheel comes with the car right? But what about the things you can’t see or don’t know about?

At Simply Wealth, we ensure you are getting everything you signed up for – without ever compromising on quality. We know every little detail and step that goes into building a quality investment property.

we have the best property management

Tenant allocation without you lifting a finger.

At Simply Wealth, we have the best property management system in the industry, with proven offering and delivering many more services far and beyond our competitors.

Our tenant selection process is of the highest standards to ensure that hundreds of clients get the best outcome. We securely protect your assets as if they were our own, negotiating all lease agreements, conducting regular property inspections, attending to all maintenance issues, and ensuring the timely collection of rent on your behalf.

With us, you will be able to enjoy all the benefits of successful property investing and have no fears, as your investment is being managed to its optimum efficiency. Your rent – paid in full and on time – 11 every time.

We guarantee Risk Management

Never worry about rent, losing your job, or interest rates going up ever again.

We understand that you may be concerned about losing your job and the effect it would have on your investments and your lifestyle, in general. So for the life of your new investment or additional investments, you don’t have to worry anymore with regards to rent being paid, rising interest rates, or losing your job.

At Simply Wealth, we will ensure that your rent is always paid on time, that rising interest rates will not affect you, and losing your job is something that you will never have to worry about again. That’s our commitment to you.

We made Insurance simple

Building & Landlord Insurances made SIMPLE.

Once your property is completed, we ensure you have the required insurances to protect both you and your investment. Especially, it is an area that most people pay very little attention to when creating and aiming for wealth. Hence, the consequences can be disastrous if you get this wrong.

At Simply Wealth, we make it quick and easy for you. It takes just a few minutes to get a quote and a few more minutes to buy your policy. In addition, accessing your documents and managing your policy can all happen online as well, so that you can manage your insurance at any time of the night or day, when it’s convenient for you.

Upon joining, you’ll have a “worry free” investment when working with Simply Wealth.

We Proffer Depreciation Schedule

When it comes to maximising your tax returns on your investment property, nobody does it better or makes it easier than Simply Wealth. Imagine going to your accountant every time you do your tax with a folder that contains everything your accountant needs. This alone will save you considerably on accounting fees.

At Simply Wealth, we have some amazing freebies valued at thousands of dollars, made only available to you at the completion of your investment property. Our depreciation schedules, where we engage a qualified Quantity Surveyor on your behalf, ensures you claim the highest possible depreciation on your investments for as long as possible.

Through this, you’ll be able to reduce your taxable income repeatedly with our depreciation schedules for your chosen property, making it a great way to reduce the tax you will supposedly pay each year.

We do regular loan review assessment

Free Property Investment Cash Flow Protection.

At this point, your property may be completed and finished, but we certainly aren’t.

Once your investment property is finished being built or if you’ve had the same loan for more than 12 months, at Simply Wealth, we will review your loan(s) to ensure you are getting the best and most flexible loan structure and interest rates for your investment property. This is where you make more huge savings or tap into that equity.

With the finance industry continually changing, you’d need to be dating a banker to be able to keep up with this fast changing landscape.

But with us, you’ll never again be caught out and fall behind the pack with your finances. Instead of working for money, watch how we make your money work for you – enabling you to continue to invest and build your wealth.

We provide maintenance-free and hassle-free

Never Worry About Repairs and Maintenance.

Many property investors fear having to spend time and money maintaining their property.

But, fret not. At Simply Wealth, all of our accredited property investments have a maintenance-free option to give you the freedom to save time and money.

Our service level agreements with our builders and property managers will take care of any maintenance issues efficiently when they unexpectedly arise. Don’t be surprised if you don’t even hear about any repairs and maintenance issues.

With us, you won’t have to worry about repairs and maintenance ever again and can be able to enjoy your lovely home to the fullest.

We consistently keep and monitor your wealth plan

Ongoing Monitoring & Management of Your Wealth Plan.

With Dynamic 8 Property, it’s about ensuring we meet your short and long term financial and lifestyle goals, as set out in Step 1.

Our wealth plan fast tracks you to your goals and dreams, without any guess work. We sit with you and ensure that we are heading down the path we mapped out together in Step 1. This is where you’ll discover that property itself is just a tool to get finance, and what the real secret to creating WEALTH actually is.

Our long term relationship with you means that we are by your side every step of the way.

Everything we do, is all about bringing you closer to financial and lifestyle GOALS. And that is what Simply Wealth is.

We are one point of contact ahead from our competitors

Here For You When You Need Us The Most.

Many people ask us, how are you different from your competitors? Our response is always the same – ask our customers.

The customers who have seen it all from start to end, the ones who started with nothing and are now financially free, the ones who never thought it was possible, who thought that property is for others, but not them.

You see, at Simply Wealth, we never abandon you once you have settled on your property. In fact, it’s just the start of our relationship. We spend more time with you well after your first purchase with us. Why? Because it’s highly unlikely that you would have achieved your goals from one purchase alone.

Remember, our aim is to work with you until you achieve your financial and lifestyle goals and beyond. A dedicated resource contacting you regularly so that you are kept up to date with everything in
regards to your investments and wealth creation plan – so you can sleep sound at night.

The days of chasing people for information are now a thing of the past.

Call us now for 45 minutes one on one free financial consultation session.
1300 074 675 or message us on WhatsApp +61 488 859 637