Property and investment

Property decisions connected to the wider plan.

Clarify whether the property is a home, an investment or part of a residency plan. Review ownership, funding and ongoing costs, and confirm the legal and residency checks needed before committing.

From research to execution

Questions to consider

Property and residency

Check whether the specific property and your circumstances meet any residency program requirements. Assess the purchase and application separately.

Retirement real estate

Consider how the location, home, transport, and nearby services fit your plans for everyday life.

Rental strategy

Review purchase and running costs, management arrangements, and the assumptions behind any rental projection.

Project review

Identify the property checks, contracts, payment schedule, and ownership arrangements to discuss before a purchase.

Next step

Prepare for a property purchase discussion

Tell us your preferred location, budget, intended use, and timing. Distinguish a home purchase, rental investment, and any residency plans.

From research to execution

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