Financial Planners
If you were to poll your current clients, how many would currently be considering investing in property? Why not assist them?
If you are looking for…
- PDS style property point-of-sale document as per ASIC [PS 168] compliance (download sample);
- A holistic approach that includes direct investment properties for your clients’ portfolios;
- An investment property solution that considers investors risk profile to instantly match top-performing investment properties from a wide range of locations;
- A turnkey investment platform that assist identify and mitigate property investment risks;
- An investment property listing system that has ALL the tools (including NRAS calculations) and relevant information to make informed decissions; and
- A way to increase your revenue
…then the Property Compass will work for you.
The Property Compass has been specifically designed to serve the investment property industry and gives relevant results dynamically matched to the profile of your clients.
You can also benefit from a ‘Fee-for-Service’ four party payment system and your own branded version of the Property Compass solution.
Benefits
- Dynamically produce a PDS style property compliance report on each property
- Access a wide range of properties from many different sources and locations
- Save time – locate suitable properties quickly
- Benefit Financially – add property sales commissions to your income
- Serve your clients more effectively
- Stay in control of the selling process via system management tools
- Maintain/improve client loyalty;
- Potentially gain new clients;
- Significantly increase revenue from your existing client database;
Time for a Review?
Financial planners have traditionally not been able to participate in what has been forecast to be a $23 billion per annum industry (source: Property Investment Research Pty Ltd report, November 2006), and do not recommend property due to the inadequacy of investor-specific performance and disclosure data.
With the introduction of a dynamically produced PDS style property point-of-sale document (designed for ASIC [PS 168] compliance), the Property Compass gives financial planners the opportunity to offer direct investment properties to their clients.
