Helping you plan for success
Establishing a property investment strategy is a critical step in helping you make the right property investment decisions.
However, we also know that property investment isn’t a one-size-fits all solution. Some investors are focused on long-term capital growth, while others are solely interested in income-based property investment strategies.
Our experienced team of property experts will work with you to evaluate your unique property investment goals, circumstances and financial situation.
We’ll then use this information to develop a tailored, written property investment plan to match your objectives, and provide you with the critical guidance you need to make informed investment decisions that can deliver you greater long-term wealth.
Get started today
Complete the form below to enquire about our property strategy and planning services
How We Help
Getting started in property
We’ll work with you to establish your short and long-term objectives and develop a written property investment strategy, ensuring you get the best start with your property portfolio.
I have an existing portfolio
Looking to review or advance an existing portfolio? We’ll work with you to evaluate your portfolio’s current performance, and advise you on strategies to grow and strengthen your wealth position.
Your property investment plan – what to expect
We understand that every investor is different, which is why we believe your property investment strategy should be too. However, we also know that circumstances change over time – and that your objectives today, may not be your objectives in the future.
That’s why we take a different approach with our property investment strategies.
Rather than the traditional property strategy templates which focus on long-term and inflexible goals, our property strategy plan breaks your goals into shorter-term, more achievable objectives which our team review and update on a regular basis.
So, while you’ll still receive a model property investment portfolio to work towards, you’ll also get the flexibility and ongoing advice to ensure your plan stays relevant over time, and you’ll always know what steps to take next.
Working with Momentum Wealth
Expertise in all areas
Your property investment strategy isn’t based on expertise in just one area. You’ll benefit from the collaboration of all our in-house property investment experts – from our award-winning finance brokers to our experienced strategists and property management specialists. This collaborative approach enables us to maximise your portfolio’s performance from all angles, ensuring you receive the best advice at all stages of your property journey.
Experienced team
Since 2006, we’ve supported over three thousand clients through our dedicated real estate investment services, with many of our team building their own property portfolios long before this. Our knowledge of the real estate sector and our proven research methodologies have returned outstanding results for our clients, whose properties have outperformed the broader market and delivered them greater long-term wealth.
Ongoing support
We build trusted, long-term relationships with our clients. Your long-term success matters to us, which is why our property investment strategies focus on providing you with the ongoing advice you need to progress with your property goals. We’re not about transactions - our focus is on helping you build a multiple property investment strategy, while supporting you every step of the way through regular contact and check-ins
Superior Results. Superior Service.
Investor Pack
Getting started in property investment? Download our investor pack to access our essential toolkit for beginner investors:
- Free budget planner
- Beginner’s Guide to Property Investment
- The 3 essential factors that drive property growth
What our clients say about us
Client Success Stories
Alex and Helen's Story
Experienced property investors, Alex & Helen, reached out to our team to review their existing finance and rental property strategy. Find out how we helped them achieve stronger property investment outcomes.
Alex and Helen's Story
Sarah & Brendan's Story