Here’s How To Do Your Due Diligence

Turning Your Equity Into a Strategic Property Portfolio

Over the years I’ve spoken to countless everyday Australians who came into property investment ready to build real wealth, only to receive the wrong advice and have their financial goals set back, and in some cases never invest again.

The truth is choosing the right buyer’s agent is one of the most important decisions you’ll make as an investor, and it’s important to be able to tell the difference.

If you’re not working with an experienced, knowledgeable expert backed with real data and research you’re taking a real risk. 

The results? Cookie-cutter advice that simply doesn’t hold up. With real consequences for the people who follow it. 

Our approach couldn’t be more different.

We pour a huge amount of resources into researching suburbs, developing relationships with developers and builders, and building out strategic strategies for our clients. 

In fact, every property and location we recommend goes through an 80-point due diligence process.

By combining industry experience, property fundamentals and data-driven analytics to make sure each investment will stand up over time. 

We even go inside suburbs to find the best spots. It’s not uncommon to find strong growth pockets and no-go zones in the same postcode.

This way you maximize capital growth as fast as possible, and you’ll be back to implement the next part of your plan before long.

Our whole approach is to:

   A) Map out your financial and lifestyle goals with you (after making sure you know your full potential)

   B) Create a finance and property plan which is tailored for you, and puts you on the fastest path to achieving it

   C) Help you acquire your first investment property

   D) Use the capital growth and rental income from your first to get your second, third and so on 

So how do you spot a buyer’s agent worth working with? Here’s what to look for.

Here’s How To Do Your Due Diligence

1. Are they taking time to understand you, your family and your goals?

Setting goals is the most important part of the process. 

Your goals will be different depending on your age, your income and what you want from life. 

It might be where you want to live, life experiences like travel and so on. It could be how many kids you have or plan to have. 

Do you have big career ambitions, or is work a means to an end?

What is your work-life profile? Do you both want to work until 65, or do you want to retire earlier?

Do you both want to work, or is looking after your family full time or part time something you want?

The tighter you can develop your goals, the more successful you’ll be. 

2. How much do you know about property investing?

One thing which holds a lot of people back is they don’t really know how property investing works. 

Or even what’s possible. 

This means they’re making important decisions without all the information they need. 

It’s important you know what’s possible and how property investing works.

Especially with the recent Federal Budget changes reshaping the landscape for investors. 

If you’re wanting to get on top of it – we’ve just released a free guide ‘The 2026 Property Investors New Tax Playbook’  that walks through what property investors need to know right now, and what the new changes mean for your strategy.

HINT: The new rules haven’t changed our strategy. If anything they’ve strengthened it. 

Download your free copy here.

3. Are they in a rush to show you properties?

This is a big red flag. 

Anyone good knows your goals come first. 

Then a plan to achieve them comes next. 

And only then do you look at properties because each investment has to fit your strategy. 

If someone’s in a rush to show you properties, walk away. 

Another red flag is telling you they can only hold the property for a short period of time because other buyers want it. 

If this was true, they’d offer it to the other buyers first.  

They only want a quick sale, no matter the consequences for you. 

And there’s no way your ‘investment’ will go up in value that quickly. 

It could take years before your property goes up in value enough for you to buy again. 

And even when it eventually goes up enough, it will have taken so long and slowed you down so drastically there’s no way you’d ever go back. 

4. Can they PROVE they’re the real deal?

Anyone can claim they’re the real deal. 

But can you trust them?

The best proof is proof you can’t argue with. 

It’s why we have testimonials from some of our 7,800+ clients on our website. 

So you can hear directly from the everyday Australians we have helped achieve financial freedom over the past 18 years, and see their journey and results.

We also have over 700 Google reviews, that’s hundreds of real people sharing their honest experience.

We also publish a yearly locations report on the suburbs we tip each year to surge in value. You can download it and see how each suburb is performing.

5. Ask lots of questions and trust your gut instinct

If they’re not the real deal, one of the tricks they’ll pull is to get you to avoid asking hard questions. 

They’ll rush past the details. Give you short answers which aren’t backed up with evidence.

And they’ll pull high pressure sales tactics to get you to sign quickly before you have all the answers. 

You need to ask every question you have. Force them to back it up with proof. 

Ask them to run different scenarios with you, like what happens if you don’t get the growth they’re predicting or what happens if rates rise?

Instead, a good buyer’s agent will keep asking you what questions you have. 

They’ll give you straight answers which are backed up with evidence. 

We want you to be completely comfortable with your decision before you go ahead. 

Our goal is to earn your trust from the very first conversation.

So there you have it. 

Use this as your checklist for evaluating every buyer’s agent you speak to.

When you’ve done your research and you’re ready to talk, your first step is a no cost and obligation free call with one of our Senior Property Wealth Planners. 

This call is to find out what your goals are, and show you how property can help you achieve them. 

It’s also to show you what’s possible with the right strategy and timeframe. 

Plus to answer any questions you have. 

There’s no pressure to do anything with us. It’s for your benefit so you know how investing in real estate works and how it can help you. 

If we’ve given you value and helped you out, we hope you’ll consider using our services to put together a comprehensive plan and select investments to go into it. 

No pressure, no high pressure sales tactics. 

If we’re a good fit, we’ll both know. 

Your first step is to fill in the form below and we’ll call you to book in a time. 

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