Investor
Services

Investor Assistance
Sessions

Start building your financial security today

Our Investor Assistance Sessions are a relaxed, no-pressure chance to talk about your goals and to help you find out what’s possible. Maybe you want to take the pressure off your mortgage repayments, reduce your tax, or start building wealth now to make your future secure and comfortable.

These goals are truly possible. Our clients are living proof.

Our clients come from all backgrounds and financial circumstances. Many started small and now have 4 and 5 properties in their portfolios. And if you have $65,000 or more equity in your home, you’re off to a great start.

We give you the skills and knowledge you need, help you find the opportunities that match your goals, and help you navigate through the process – and we don’t charge you any fees for our services.

Reserve your personal session today – you’ve got nothing to lose and a lot to gain. It just might be the best decision you make this year!

Reserve your very own Investor Assistance Session

How a session works

We conduct sessions in-person, online and by phone – whatever works best for you. Let’s talk about your property and investment goals and discuss your options.

Use this form to reserve your session and we’ll call to organise a good time to talk.

Three reasons to act now...

  1. Building wealth takes time – the sooner you start, the sooner you see the benefit.
  2. Time-sensitive deals don’t wait – some of the best properties and terms are only there for a short time and never hit the retail market. These deals can save you $1000’s.
  3. Developers have key sales times – we know when to push to secure extra-great prices and terms for Finvest clients.

Your future could rest on a simple mouse click. Don’t wait and wonder – fill in the form and find out what’s possible.

Why use Finvest?

Save time and money finding the best opportunities

Finvest has access to a portfolio of unique, exclusive and constantly refreshed investment units, townhouses, and house & land solutions. We often gain early or exclusive access to outstanding metro and regional properties – including investment hotspots in Melbourne’s inner, middle and outer suburbs. Many are released to us well before they hit ‘realestate.com.au’ and, at this time of year, many are currently accepting offers up to $50,000 below their actual price.

We help you develop your own investor skills and expertise

Our team don’t just advise you – we help you develop the essential skills and knowledge you need to manage and grow your portfolio. Our clients enjoy unlimited guidance sessions, as well as access to our panel of established industry experts. We show you how to confidently negotiate property purchases and share simple yet critical techniques for using property to create and retain income.

We  stay with you for the entire journey

Our clients keep coming back because they trust us. Many of our clients are now buying their 3rd, 4th and 5th property – and we are still with them making sure they get the outcome that matches their changing goals. We provide the service and expertise that makes the process easy and predictable – no matter where you are in your investment journey.  And we are hands-on from the top down – founder Lisa Harris is active in each and every client portfolio we have created.

Reserve your session

Our sessions are informal and relaxed. There is no pressure, no sell – just helpful, useful information. Let’s talk about the market and some of the best ways to get started on the path to creating your portfolio. Book yours and find out what’s possible.