Financial Health Checks

Financial Health Checks for First Home Owners and Aspiring Investors.

For many Australians, getting into the market for the first time can be a daunting challenge.

There’s a lot of information, and misinformation out there about what to do and how to go about owning your first home or buying your first investment property.

You may have been to seminars, downloaded e-books, subscribed to various newsletters and read books about property, but there comes a point in time when you need to transform general knowledge into action and start taking proactive steps to making an aspiration,a living reality.

Part of that journey is getting personalised advice for your specific situation and know exactly if and how you can implement some of the property strategies you may have heard or read about.

Chan & Naylor Partners and our team of specialist property tax accountants in our offices nationally, (including Sydney, Melbourne, Brisbane and Perth )can help you to build a plan and assist you taking action.

We provide up to 2 hour “Financial Health Checks” for first time buyers or aspiring investors–Available Nationally through Face-to-Face appointments in one of our office locations, by phone or online via Skype.

This is for anyone who needs practical advice on how to go about correctly purchasing a property using the appropriate tax planning, finance and investment structures that puts you in the best possible long term financial position.

Think of it like consulting with a sports scientist, nutritionist or medical specialist before you run a professional marathon. They evaluate your physical condition and recommend an overhaul to your dietary and exercise regime that will improve your condition to enable you to get across the finish line!

A consultation with a Chan & Naylor Partner can assist first home owners and aspiring investors by:

  • Starting with the end in mind – discussing what your long term objectives and issues are, not just focussing on the immediate hurdles.
  • Reviewing your current financial position, taking all assets, liabilities and cash flows into account.
  • Discussing any proposed property plans and investment ideas and budget – with objective feedback and alternative strategies.
  • Identify the appropriate financing strategy and if required, consider ways to partner with others to secure or raise funds to buy property (e.g. tapping into the “Bank of Mum and Dad”);
  • Starting the process of arranging pre-approvals and securing Owner Occupier Loans or Investor Home Loans through Chan & Naylor Finance with access to over 30 lenders.
  • Identify any potential risks in regards to Tax liability, asset protection and estate planning and build a plan to minimise these risks.
  • Recommendation of the optimum ownership structure for the property purchase.
  • Determining what the appropriate next steps are.

If you want to grow and protect your wealth through property like a Pro, then get the fundamentals right from the start – get a Financial Health Check – Book Yours Online Today.


Book Yours today in 3 simple steps:


Chan & Naylor Finance is a credit representative (CRN 468734) of BLASSA Pty Ltd
ACN 117 651 760 Australian Credit Licence Number: 391237

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