Skip to main content

Work with Us

Accountants, Financial Planners, Mortgage Brokers and Real Estate Agents. Do you need a company you can trust to help your clients buy a quality low-risk investment property?

Take Care Of Your Clients By Referring Them To A Company You Can Trust

Ensure your clients see a reputable property investment advisor before they buy. We have had too many clients come to us after they have lost money after buying an investment property that was wrong for their personal circumstances. Don’t let your clients go it alone and become an unfortunate statistic.

To collaborate with The Successful Investor team, we encourage other professionals —including Financial Planners, Accountants, Mortgage Brokers and Property Managers — to take the time to see how we work and how we advise our clients to build successful property portfolios.

Your Clients Should Know All the Facts When Investing in Property

We work with you and your clients to ensure each milestone is communicated clearly and directly from the initial consultation, strategy development, the buying process, contract management, the building stage and final handover.
The Successful Investor offers the full package and is ready to respond to all your property investment needs and queries. We are recognised as a property investment authority. This is demonstrated by the fact that our Managing Director, Michael Sloan, writes on property investing for the NAB website and is invited to speak at numerous property forums Australia-wide.

We Offer You and Your Clients:

  • A free Q&A service on any property investing questions
  • A property matching program where we match your clients with a suitable property — including some not listed publicly
  • A range of great resources including a suite of property investing and mortgage calculators
  • A trusted team of professionals to assist your clients in growing wealth through property
  • A referral service to key professionals including Depreciation Specialists, Accountants, Financial Planners and Mortgage Brokers or major Mobile Lenders from the main financial institutions (ask us how you can get on our approved panel of referral partners)
  • A 25-year cash flow and projected capital growth report on any recommended properties

If you like the sound of our philosophy and approach and would like more information on becoming a JV Partner, call us today on 0417 577 597 to schedule a time to discover how we can work together.