Investor Booklet. When it comes to investing in property, the key to making better decisions is having better choices.

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1 When it comes to investing in property, the key to making better decisions is having better choices. Investor Booklet Accelerating your wealth through property investment

2 Momentum Wealth can assist you with your entire property investment journey 6 Ongoing Education 7 Portfolio Review Property 1 Wealth Plan 2 Finance Strategy 5 Property Management 4 Planning and Development 3 Property Acquisition 1 Property Wealth Plan Our property strategists and research team will develop a personalised property investment plan based around your goals and current circumstances. We will show you how you can reach long-term financial freedom by investing wisely in property and explain which property strategies are right for you. 2 Finance Strategy Our in-house mortgage broking team specialise in helping property investors. They will develop a loan strategy to meet your property investment goals and will help you choose the right loans from hundreds of different products. 5 Property Management Our property managers offer a premium service for investors who are looking for outstanding investment results. We will take away all the stress from managing your investment property and maximise your rental returns. 6 On-going Education To ensure that you are kept updated with the most recent changes in the property market and profitable opportunities, we conduct frequent seminars for our clients. The topics range from property development, to tax and asset protection strategies. 3 Property Acquisition Our buyers agents will help you find the ideal investment property that will suit your long-term property investment strategy and provide superior returns. Utilising our extensive research, we identify future growth areas that we believe will outperform the market and then choose the best properties in those locations. 7 Portfolio Review As part of our on-going commitment to building your wealth, we will systematically review each property in your portfolio to determine its full potential and make recommendations on your current holdings and next steps in your property investment plan. 4 Planning and Development Whether you re looking to build a group of villas, townhouses or apartments, complete a land subdivision or build a granny flat, we will help you generate substantial profits without getting your hands dirty.

3 The Momentum Wealth Advantage Complete property investment solutions Our comprehensive 7-step property investment process means you benefit by dealing with a single dedicated organisation that can meet all of your property investment needs. We believe that by taking a holistic approach to property investment we can better understand your requirements and provide you with long-term support. Your property market advisors Our team of advisors has insurmountable experience working and investing in property. We hold in-depth knowledge of the property markets and have developed proven investment strategies that can be utilised to build you a multi-million dollar property portfolio. Importantly, we understand the drivers that influence property values and use this knowledge to identify properties with the highest growth potential. Service philosophy We strive to provide our clients with a first-class experience. For this reason, we prefer to deal with only a core set of clients so we can provide a more personal level of service. By going above and beyond expectations, we hope to build a successful long-term relationship with you that will prove to be mutually beneficial. Achieve greater wealth sooner When it comes to accelerating your wealth through property investment, property selection is critical. A property that achieves an extra 2% capital growth per annum can generate hundreds of thousands of dollars in additional wealth over the long term. Our skill and knowledge, coupled with our comprehensive 7-step property investment process, will ensure you achieve your financial goals sooner. 3

4 Awards & Recognition At Momentum Wealth, we are proud to be regularly recognised by our industry peers for our outstanding customer service and excellence in business BRW Fast REIWA Awards for Excellence 2014 REIWA Awards for Excellence Large Residential Agency of the Year 2014 Business News Rising Stars Awards 2014 Business News Rising Stars Awards People s Choice 2014 Better Business Awards Broker of the Year 2014 Better Business Awards Best Newcomer 2014 Better Business Awards Best Independent Office 2013 REIWA Awards for Excellence 2013 REIWA Awards for Excellence Exceptional Property Management Service Award 2012 REIWA Awards for Excellence 2011 REIA National Awards for Excellence Buyer s Agent of the Year 2011 REIWA Awards for Excellence 2010 REIWA Awards for Excellence 4

5 In the Media Momentum Wealth is regularly featured in the media. 5

6 We like to show our appreciation. Momentum Wealth Platinum Club Momentum Wealth appreciates the business we receive from our most loyal and valued clients. Clients who meet certain business level criteria will automatically receive a free 12 month membership to our exclusive Momentum Wealth Platinum Club which provides a host of additional benefits on top of our regular services. What do members receive? All Momentum Wealth Platinum Club Members will receive these 2 great bonuses: Exclusive invitation and free entry for two people to attend the quarterly Momentum Wealth Platinum Club Breakfast Seminars. At the breakfast seminars members will not only enjoy a complimentary breakfast but also have the opportunity to: mix with like minded investors receive updates and information on what s happening in the property market obtain information on specific strategies you can use to build your wealth Two free tickets to all Momentum Wealth Introductory Seminars. The seminars are extremely popular and explore a number of property related topics ranging from fast track strategies and property development to taxation and asset protection. Your Momentum Wealth consultant will inform you about all upcoming Introductory Seminars and Platinum Club Breakfast Seminars. For more information contact your Momentum Wealth consultant directly or call

7 A few words from our clients... Here s a small sample of what some of our clients are saying about Momentum Wealth. We d love to see your name and comments on this list soon! Momentum Wealth are so good, we want to keep them to ourselves! However we would tell our close friends and family about them. We were looking for a while before contacting Momentum Wealth and they found us a great property quickly. It took the hassle out of buying and having to do all the paperwork ourselves. - Lauren Mead, East Victoria Park, WA Momentum Wealth is the most complete and professional outfit in any industry that I have personally seen, and I believe that anyone would be considered lucky to have them work by their side in the purchase of a home or investment. - Caine Goldfinch, Attadale, WA After an unexpected vacancy at one of my properties, I was blown away at how the team at Momentum Wealth went the extra mile to make certain that I wasn t left out of pocket. Never before have I seen a property manager work so professionally and tirelessly to ensure my interests were protected. I hate to think what might have happened if I was managing the property myself. Overall, I couldn t be more thrilled with the service at Momentum Wealth. I know my assets are well protected and I wouldn t hesitate in recommending Momentum Wealth to other landlords. - Alex Zavros, Maylands, WA Momentum Wealth is great for people who have busy schedules or work away and have trouble finding/ viewing property and keeping up with the market. Using Momentum Wealth takes all the stress out of an investment purchase which is ideal as it gives you peace of mind that your property has been carefully selected and financed to perform above other property and gives you the best possible returns. - Coby Dawson, Redcliffe, WA Momentum Wealth has all the best property and wealth management services under one roof Perth can offer. - Charlie Fabianto, Harrisdale, WA The best decision you could ever make in entering the investment property market is to have the knowledge and professionalism of the outstanding team at Momentum Wealth. - Filippo Filidei, Morley, WA 7

8 A few words from our clients... Momentum Wealth is a comprehensive, well-run service. The greatest benefit that I got out of Momentum Wealth was when things got tough and the seller was being difficult. My agent worked very hard to ensure my contract was fulfilled and I got everything that I was entitled to. - Sandy Tasker, East Victoria Park, WA The reason we chose a Buyer s Agent was because we wanted a professional service to help us buy a dream property. Momentum Wealth took all the hassle and stress out of the process leaving us time to get on with our daily routine. We ended up with an above average property in a great location. The true value of their service will be realised in the future as our property appreciates better in the neighbourhood. - William Hanrahan & Deanne Pesut, Redcliffe, WA Amazing customer service with the right knowledge. Takes the hassle out of finding, negotiating and then buying an investment property. Use Momentum Wealth for your next purchase - I will be! - Adrian Kat, Floreat, WA As a property investor, Momentum Wealth is a one stop shop for everything. At Momentum Wealth they can assist you with all aspects of property investing, planning, learning, financing, buying, developing and managing. I was humbled by their entire team s commitment, dedication and professionalism. They don t mind going the extra steps to satisfy their customers. I wouldn t hesitate to recommend Momentum Wealth to property investors who are thinking of investing in WA. - Chandana Withanage, Hillside, VIC Momentum Wealth is a one stop shop for the property investor. Dealing with a one stop shop makes the process of acquiring investment properties easier. All your investment needs are professionally looked after. The Momentum Wealth team talks the same language as you, because they are all property investors themselves. - David Tomlinson, East Victoria Park The Next Step Please contact us to arrange your free consultation or discuss any of our services. Alternatively, you can visit our website for more information. T: F: E: info@momentumwealth.com.au W: All Finance Broking services are provided by Momentum Wealth Finance Pty Ltd. Australian Credit Licence All Real Estate services are provided by Momentum Wealth Property Pty Ltd. Licenced Real Estate and Business Agent in WA TC