Being an investment property advisor is not all about being a property expert. It is clear that they are well-versed in the markets and have access to a wide range of data resources. They’ll keep you up to date on any changes in government incentives and grants, and will help you apply for them. Financial Planners, Mortgage Brokers, and Property Managers can all be referred to you by them to ensure a smooth transaction.



Your advisor will be able to pinpoint the best locations for your strategy with the help of these tools. They won’t immediately give you a list of properties to consider during your first meeting. In the first meeting, your financial condition & what you wish to accomplish will be discussed. Accordingly, the suitable options that can get you there will be presented.

A good broker tends to be a successful investor in their own right. For the most part, they’ll be millionaires themselves who want nothing more than to share their learnings & strategies with others. They’ll apply the well-tested principles learnt over the years to clients’ investments.

They can provide you with a wealth of resources that you wouldn’t normally have access to.

For the most part, an Investment Property Advisor will focus on a single area or work with a specific builder, mortgage broker, or conveyancer. Someone who has access to properties in multiple locations or is willing to source properties for you in the locations you are interested in.

Having the ability to choose from a large pool of professionals and access to multiple states, different construction options, and other resources is an important part of working with the right partner.



Your investment options will expand if you work with a knowledgeable advisor. As they’ll be able to present a plethora of options tailored according to your needs and goals.

They have a well-defined process for determining which properties to invest in.

With the right agent, you can be confident that the process will run smoothly. First meeting won’t be for any sales. Only your present situation & what you wish to accomplish will be discussed. The right strategy aligned with your goals will be prepared to provide the best guidance. Property investing isn’t going to be a “cookie cutter” experience for you. Following extensive research and market analysis, you’ll receive a shortlist of options that closely match your strategy.

Your strategy should accomplish the following:

• Clearly state your needs.
• Make a Case for Your Investment’s Affordability.
• Check to see if the investment will help you achieve your goals.

Has an investment property advisor got a post-settlement process?

The agent shall take full responsibility for the things once the contract is signed. The real estate agent should be your single point of contact for all post-sale operations, ensuring their execution on time and efficiently. The broker shall keep you in the loop & engage all the 3rd party suppliers, including but not limited to mortgage brokers, conveyancers, builders, and property management companies.



The property advisor will be able to put your mind at ease as they can showcase the relevant case studies & customer reviews and provide you with references. Most of the time, they’ll be able to provide you with analytics or a dashboard to demonstrate their previous success.

One key question that distinguishes those who are good from those who are great is, “How do you generate most of your business?” The answer will show how customer-focused they are.

If you want to succeed, you need a partner who sees their success in your happiness. For real estate agencies/agents, the only way to get repeat clients and referrals is to provide excellent service. To sum up, investing in real estate should be a cold & rational process.

It’s best achieved by working with an expert who can show you the numbers. The property market is ever-changing, so if you work with a professional with the requisite knowledge and expertise, you can avoid costly mistakes.
Property advisors are a great option for negotiating property deals because they are well-versed in the market’s fluctuations.

As one of the top real estate agencies in Australia, PB Property offers a team of property advisors who conduct appropriate research and find the best properties to suit your needs within the budget.

Get serviced by the best. Book your free appointment now!