Investment Finance

Investors Edge Finance Panel of Experts

Like any investment, property has its own risks for investors. To succeed you need the best team of experts with a proven track record to guide you along the path. Investors Edge Finance has worked with some of the best practitioners. and some of the worst, from hundreds of experiences and interactions, Investors Edge has handpicked the best in the industry to form its Panel of Experts. Each has been selected for their integrity, expertise, experience and competency.

Accounting and Planning Services

Mark Brownell – BSA Partnership: Mark heads up a team of accountants in the CBD to provide you with high level advice on tax planning, superannuation, entity structures, business consulting and general accounting

Address:

Level 15, 461 Bourke Street Melbourne

Phone:

9604 8400

Email:

mark.brownell@bsapartership.com.au

Ruth Watson – Watson & Associates: A long time property investor herself Ruth as been helping Investors Edge clients with their financial arrangements, structures, tax efficiencies and asset protection since 2002.

Address:

409 Waverley Road, East Malvern

Phone:

9530 4944

Email:

ruth.watson@tpg.com.au

Legal Advice

Suzanne Jones – Suzanne Jones & Associates: Sue has been providing Investors Edge clients with quality advice on asset protection, trusts, estate planning and all matter legal for many years.

Address:

Suite 12, 1153 Burk Road, Kew

Phone:

981 3005

Email:

suzanne@sljwills.com.au

Elissa Robertson – Robertson Conveyancing – Elissa is another of our original panel experts who has been assisting Investors Edge clients meet their legal obligations and safeguard their interest throughout the buying process. We have received many glowing reports of Elissa going the extra yard to ensure the smooth transition to property ownership.

Address:

17a Chandler Street, Parkdale

Phone:

9587 0276

Email:

elissa@robertsonconveyancing.com.au

Risk Management & Financial Planning

Jordan Vaka – Tangram Financial – Death and injury can destroy even the most successful property investors retirement plans, Jordan specialises in designing tax effective risk cover for property investors without ruining your cashflow in the process. A financial advisor with a rich experience in diverse planning, Jordan is well equipped to assist property investors with their full investment needs.

Address:

Bentleigh East Office

Phone:

1800 460 490 or 0414 318 048

Email:

jvaka@tangramfinancial.com.au

Ross Johnston – Australian Unity Financial Planning – Head of Australian Unity financial planning, Ross taps into the vast resources of one of Australia’s largest financial planning firms to assist you with your long term investment strategies. Whether it be late stage retirement planning, setting up a self managed super fund or risk cover, Ross is one of the few financial planners that understands property investment and actively assists in the including property into your investment portfolio.

Address:

409 Waverley Road, East Malvern

Phone:

9026 9150

Email:

rjohnston@australianunity.com.au

Property Inspection Services

David Hallett – Archicentre – David heads up the Victorian operations for one of the biggest property inspection companies in the state. Whether you are buying property and want to ensure it is structurally sound or need advice on building designs and trends for a renovation or development, David has the resources and expertise to assist you achieve the best outcomes.

Address:

530 Glenferrie Road Hawthorn

Phone:

9819 4577 or 0439 439 115

Email:

davidh@archicentre.com.au

Brad Beer – BMT Quantity Surveyors – Depreciation can reduce your tax bill by thousands of dollars on each investment property you owe but few actually get a depreciation schedule. Whether you have a new property or an older property, it's well worth the call to Brad to see if it will be worthwhile getting your property accessed for deprecation and don’t forget to ask for you Investors Edge discount.

Address:

Level 50, 120 Collins Street, Melbourne (Office in every capital city)

Phone:

9654 2233 or 0413 271 777

Email:

bradley.beer@bmtqs.com.au

Property Acquisition and disposal

Cameron Deal – Infolio Property Services – Buying the right property for your specific needs is key to property investment success, ‘cherry picking’ the best of the right properties accelerates your capital growth, rental income and sustainability of that income. Cameron’s property buying criteria mirrors the Investors Edge’s property selection model giving you the best chance of investment success.

Address:

442 Clarendon Street Sth Melbourne

Phone:

9690 0888

Email:

camerond@infolio.com.au

Peter Hay – Hay Property Group – There are few practitioners in the property industry with the expertise to match Peter Hay and his vast arrange of industry connections. A licensed valuer, Peter’s 30 years experience and range of property services is unrivalled. Whether you are selling a property, renovating it, developing it or getting your next, Peter expertise is invaluable.

Address:

17/354 Reserve Road, Cheltenham

Phone:

1300 96 96 48

Email:

peter.hay@hayproperty.com.au

Jeff Gole – Gole Property Consulting – a long time supporter of Investors Edge clients, Jeff expertise in property acquisition strategies and planning and property management has made him an invaluable assets to many Investors Edge clients.

Address:

High Street, Armadale

Phone:

0419 401 677

Email:

jeffg@abercrombys.com.au

Property Management

Lauren Staley – Infolio Property Management – once you purchased the ‘best of the right’ properties you need to get it managed to ensure you get the very best returns on your investment, Lauren’s extensive experience in property management ensures your property will be in safe hands

Address:

442 Clarendon Street, Sth Melbourne

Phone:

03 9690 0888

Email:

laurens@infolio.com.au

Webpage:

www.infolio.com.au

Claire Batty – Jellis Craig – if you are looking for the backing of a large organisation you can do no better than seeking the assistance of Claire Batty at Jellis Craig. Claire has managed properties over many years and brings a wealth of expertise to the safe, secure management of your prized asset.

Address:

Level 1, 1121 High Street Armadale

Phone:

9832 0532

Email:

Clairebatty@jelliscraig.com.au

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