When it comes to creating a successful investment portfolio, it’s important to surround yourself with a team of professionals who are experts in their field. From accountants, mortgage brokers, financial planners, conveyancers and more, all will play an integral part of your property journey!
One thing that’s important to remember is that your circumstances are entirely unique to you, and there’s no one-size-fits-all strategy that will work for every investor. That’s why, when you’re looking for people to become part of your investment team, you need to focus on those who have experience working with people and situations similar to your own. You want to make sure they are going to give you feedback that is tailored to your circumstances and your goals.
Now, finding the right people for your team can sometimes be tricky. To help you get started, I’ve put together a list of my very own property superstars who I work with frequently to help my clients through their property journeys!
Robert Zobouian, Pulse Wealth Management
Robert began his career in financial services with a major bank in 1999 before turning to Financial Planning in January 2002. Following a successful corporate career as both a financial planner and a superannuation legislation expert, Robert started his own financial planning firm in 2010. Since then, he has built a reputation for providing quality advice to a range of highly motivated and successful individuals and business owners.
Robert is a self-managed superannuation expert, and is a Specialist SMSF Advisor, the highest certification available through the SMSF Association. Pulse Wealth Management specialises in the areas of budgeting, debt management, superannuation (including Self Managed Superannuation Funds), retirement planning, wealth creation and personal insurance.
Robert is passionate about his clients and believes in tailored financial advice, not a one-size-fits-all approach. He understands that his clients are in different stages of life; they might be saving or purchasing a first home, financing their child’s education or planning for their retirement. He believes a financial plan must reflect your unique situation and circumstances.
Contact:
T: 02 9199 8690
M: 0414 542 921
Louisa Sanghera, Zippy Finance
Louisa is a finance broker and financial strategist. She has worked in the industry for over 30 years, with experience spanning across personal finance, premium and private financial services, business banking, asset finance, debtor financing and now finance broking.
She was a NAB Branch Manager by just 21 years old and worked her way through the ranks to Operations Manager, Europe helping run 4 different European banks. This depth of experience allows Louisa to clearly understand the industry, including how it adapts and changes. Her knowledge of lenders here in Australia helps her secure the right finance for her clients.
Louisa is passionate about her clients. She will ALWAYS go the extra mile to make sure they get the best deal for their needs and has even been known to hop on a flight to Queensland to ensure critical papers are delivered on time to secure a deal. To Louisa, a client is not just a one-off mortgage. It’s not about numbers, it’s about people, their families, livelihoods and sense of success. She is honest and professional and has great integrity which underpins all her business decisions.
Contact:
T: 1300 855 022
Troy Green, Director at Adgreen Property and Finance Solutions
Troy completed his university degree at the age of 21 and quickly began his career in Real Estate. When the 1993/1994 bushfires hit Sydney he switched paths and signed up to be a full-time firefighter. During this time, he realised a passion for property and finance, managing to collect 5 investment properties in NSW and QLD. In 2005, Troy turned his passion into a career; he joined a small mortgage broking firm in Brookvale. He loved what he was doing so much he left the Fire Brigade and went on to head his own business.
Troy and his team at Adgreen strongly believe in empowering their clients with the knowledge needed to make the right decisions that lead to financial freedom. They will guide you through the whole process, from getting your finance sorted, to the day you pick up the keys to your brand new home. Whether you’re looking to purchase your first home or build an investment portfolio, the team at Adgreen will use their many years of experience to help you, ensuring you don’t make any mistakes along the way.
Contact:
T: 1300 788 101
M: 0412 381 960
E: admin@adgreen.com.au
Richie Muir, Law Lab Conveyancing
Richie is the legal director at Lawlab, leading a national team of lawyers and conveyancers. Having studied at the University of Glasgow, Richie has extensive experience in property and commercial law, specialising in property development and project conveyancing.
Richie and the Law Lab team are a group of experienced and qualified property lawyers and legal professionals who provide expert legal advice and high-quality services. Lawlab helps make life easier for buyers and sellers by completing property deals smarter, more efficiently and with less administration. With vast experiences in the property and conveyancing industry, they can guide you through the process of purchasing, selling or transferring the ownership of your property.
Law Lab handles all types of property conveyancing including the sale and purchase of residential and commercial properties, off the plan apartments, SMSF purchases and house and land packages. Dedicated to delivering only the best customer experience, Law lab is one of the most recommended conveyancers in Australia. They believe conveyancing should be a stress-free and convenient process for everyone involved, and with this in mind, have created a new streamlined approach to conveyancing.
Contact:
T: 1800 529 522
E: conveyancing@lawlab.com.au
Michael White, Correct Inspect
Michael began his career as a qualified carpenter in 1980 after four years of working with one of Australia’s largest builders. After obtaining his Domestic Builder Unlimited qualification in 1986, Michael started a small residential building company. For 16 years Michael’s business developed and built dual occupancies, multi-unit developments and top end architectural homes in the bayside suburbs of Melbourne. In 2008 he decided to change careers and used the knowledge he had gained over the previous 28 years in building and property developing to assist clients who were looking at Buying, Building or Investing in property.
With over 15 years of experience in property inspection, Michael and the Correct Inspect team are experts in their field and always the best choice for your inspection. Specialising in creating a clear-cut, easy to understand, unbiased review of the property, the Correct Inspect team will guide you through the inspection process, giving you a better understanding of the components and condition of your new home.
They understand your property inspection is one of the most important steps during one of the most important times in your life and conduct all inspections with that in mind. With a friendly atmosphere and ‘customers come first’ attitude, you’ll find Michael and his team a pleasure to do business with. They’ll help navigate you through the traps you may encounter when buying or building a home or investment property.
Contact:
M: 0411 487 300
E: michael@correctinspect.com.au
And there you have it! My very own team of Property Superstars. Now, these guys may or may not be right for your circumstances – and that’s okay! Remember to always ask questions and trust your gut. If you surround yourself with a team of people who are positive, hard-working, knowledgeable and skilled and you’ll find that your goals will quickly become a reality!
Until next time,
Sasha
