About this Property Wealth Planner Overview

It’s common knowledge that a financial planner helps you create a personal
financial plan, often including such areas as tax, estate, investment and retirement planning, but many people don’t realise there’s a similar professional service that deals specifically with property investment.

Property wealth planning is a specialist field that generally sits outside the domain of financial planners.. Areas covered in this overview include:

  • Equity Planning
  • Cash Flow Management & Planning
  • Property Market Research
  • Portfolio Planning
  • Risk Identification & Management
  • Tax Planning

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