hello
I am hoping to appoint my PI team in Sydney.
It has been challenging to source professionals who are active investors themselves or have experience dealing with multiple properties.
Can you please recommend a:
Mortgage Broker with a good track record of dealing with property investors
Accountant who specializes in asset protection (discretionary trusts) and tax matters re: PI?
Solicitor approachable in discussing due diligence re: PI?WIth many thanks,
TheresaHi Theresa,
I tried to PM you but you have your messages turned off. Let me know when you are able to accept PM's and I will message you.
Cheers,
LukeAre you only looking to buy in NSW Theresa or is this is where you are based ?
Cheers
Yours in Finance
Richard Taylor | Australia's leading private lender
For a mortgage broker I'd suggest Richard who's responded to your post – he's a bit further north of Sydney but that shouldn't be a factor (unless you prefer the face to face contact).
Terryw is your legal man (has a million posts on this forum). I'm not sure how he operates or what he specialises in but he certainly knows his stuff when it comes to property.
As for the accountant, I don't know of any I could recommend in Syd.
Hope that helps.
Jamie
Jamie Moore | Pass Go Home Loans Pty Ltd
http://www.passgo.com.au
Email Me | Phone MeMortgage Broker assisting clients Australia wide Email: [email protected]
Theresa,
I have had a very positive experience with Chan & Naylor. These guys are specialised property investment accountants, they also offer Mortgage Broking and Solicitor services. Very good with structures, strategies, PI trusts, SMSF & property etc..
Ed Chan is a guru in PI circles and you will see him regularly in the respective PI media/mags. I personally use Ken Raiss in the Pymble office who I would highly recommend. http://www.chan-naylor.com.au
I have no material gain from recommending them – just a happy customer.
Pete
pete11819 wrote:Theresa,I have had a very positive experience with Chan & Naylor. These guys are specialised property investment accountants, they also offer Mortgage Broking and Solicitor services. Very good with structures, strategies, PI trusts, SMSF & property etc..
Ed Chan is a guru in PI circles and you will see him regularly in the respective PI media/mags. I personally use Ken Raiss in the Pymble office who I would highly recommend. http://www.chan-naylor.com.au
I have no material gain from recommending them – just a happy customer.
Pete
Nice first First post!
Terryw | Structuring Lawyers Pty Ltd / Loan Structuring Pty Ltd
http://www.Structuring.com.au
Email MeLawyer, Mortgage Broker and Tax Advisor (Sydney based but advising Aust wide) http://www.Structuring.com.au
Sure would that be Pete Chan or Pete Naylor !!!
Cheers
Yours in Finance
Richard Taylor | Australia's leading private lender
maybe Pete Raiss
Terryw | Structuring Lawyers Pty Ltd / Loan Structuring Pty Ltd
http://www.Structuring.com.au
Email MeLawyer, Mortgage Broker and Tax Advisor (Sydney based but advising Aust wide) http://www.Structuring.com.au
luke86 wrote:Hi Theresa,I tried to PM you but you have your messages turned off. Let me know when you are able to accept PM's and I will message you.
Cheers,
Lukehi Luke
Back in action after a nice vacation. Do you have any recommendations for an accountant/broker with a special interest in property investment?pete11819 wrote:Theresa,I have had a very positive experience with Chan & Naylor. These guys are specialised property investment accountants, they also offer Mortgage Broking and Solicitor services. Very good with structures, strategies, PI trusts, SMSF & property etc..
Ed Chan is a guru in PI circles and you will see him regularly in the respective PI media/mags. I personally use Ken Raiss in the Pymble office who I would highly recommend. http://www.chan-naylor.com.au
I have no material gain from recommending them – just a happy customer.
Pete
many thanks
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