To invest or not to invest

To invest or not to invest

Buying an investment property is something that so many Aussies aspire to. It's almost like a rite of passage. It's a huge goal and a massive accomplishment.

But you're often plagued with questions like:

  • when is the right time to invest?
  • where do I invest?
  • how do I know it's going to be a good investment?
  • apartment or house? new or old? off the plan or completed?
  • do I aim for positive gearing or negative?
  • why is investing strategy so important and how do I figure out mine?
  • what time frame should I plan to hold the property for?
  • what type of loan should I get?
  • how much should I expect to pay and how much should it cost me each month?
  • what other "inside" info do I need to ensure successful investing?
  • do I need to engage an investment property consultant to help me through the process? Or a financial planner?

If you're not asking these questions, then you should be.

It's so easy to get caught up with the talk around the BBQ or dinner table with friends about great investment opportunities. The problem is that it may be a great investment for them but it doesn't necessarily mean it will be a great investment for you.

Before you do anything, sit down and think about why you want to invest. What do you want to achieve? How much can you afford to pay for the initial purchase and monthly outgoings? Talk to your accountant about tax benefits. Talk to your financial planner about strategy. Talk to a broker with a experience with investment lending about different loan structures. Get recommendations for an investment consultant, a conveyancer, a building inspector or completion inspector, a property manager.

Put the time and thought into the start of the process. Make sure you know what your end goal is and your costs along the way.

Setting the foundations for your investing is the best investment of your time to make sure you get the best investment for your dollar.

Let me know if I can help.

Tamara Storey

Relationship building | New business development | Financial education | Stakeholder management | Financial Services

4 年

Great article Caroline - ‘Talk to your accountant about tax benefits. Talk to your financial adviser about strategy. Talk to a broker with experience in investment lending about different loan structures.’ Just because an investment opportunity works for one person doesn’t mean it will provide the outcomes someone else requires.

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David Jenyns

Author SYSTEMology?, Host of the Business Systems Simplified Podcast & Lover of Standard Operating Procedures (SOPs).

4 年

Investing is great but we need to know what are the questions we should be asking and the information we need to know to get the most out of our investment.

Chandell Labbozzetta

NLP Training in Leadership Communication & Sales | Author | Growth Accelerator for Future-Facing Organisations, Teams, and Individuals - Enhance Your ‘Soft’ Skills and Grow Next Generation of Leaders In-House

4 年

Many of us don't always know how to get this done right or think that there is another level of business acumen to do this right! Great tips today Caroline, thank you!

Jeremy Streten

Award-winning Lawyer | Resumption and Property Law Specialist | Keynote Speaker | Business Coach | Our clients achieve two outcomes ? a great understanding of their rights & what they can achieve ? great customer service

4 年

Great thoughts, Caroline. Its important to ask these questions first before getting an investment. By working with you and taking your advice, one should be able to avoid expensive rookie mistakes. People will invest profitably and successfully from the of.

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