A compliant model for financial professionals
The relationship is purely based on a referral model and places no onus on the financial professional to sell or market property.
The financial professional is not expected nor advised to market or sell property to their client’s. The financial professional’s role is strictly to advise on the asset class of direct property in general and its suitability (if any) to the clients investment needs. Our role as an added service is to find property that suits the financial needs of the client and the accompanying advice you provide. This separation of roles is vital to ensure there is no conflict of interest and that the financial professional is not operating outside the scope of their authorisation.
Our model is based on collaboration, transparency, education and a clear and concise process which means both the financial professional and client are kept in the loop at every step. We assist with: