The Process
“To build a steadfast investment plan, we customise
your strategy in line with our 8-step investment process.
Our system collates years of research and testing into one streamlined process. We have built in
everything you need to efficiently establish your vast investment portfolio, setting you up for a
financially free future.”
1. Current position assessment
Your first checkpoint is a complimentary phone consultation with one of our property strategists. We establish your goals and expectations, and conduct a review of your current circumstances.
As your journey progresses, we will look back to this consultation as an indication of how far you’ve come.
2. Wealth
creation strategy
You will meet with your property strategist to analyse the details of your projections, current situation, and risk profile.
In turn, we will deliver your custom strategy for wealth creation in line with your goals and circumstances. You will learn about the time frames and financial benefits of your investment.
3. Finance strategy
We will partner you with your finance strategist to develop your finance strategy. This stage involves a full, accurate position breakdown to understand your opportunities and limitations.
Once this is established, we consolidate your investment strategy and finance strategy to ensure they are in line with the same goals. Alongside your finance strategist, we execute the finance needed to implement your overall plan.
4. Property acquisition
We source and present the best property or properties to suit your goals and circumstances, negotiating and handling the process from start to finish.
You will be taken through every step of the acquisition process, remaining informed with your journey.
Extensive research, market knowledge, and expert education are critical to building a successful portfolio. Vastion Investments has the capacity to source off-market stock to best suit your needs.
6. Protection
Vastion Investments’ protection phase sets us apart from the rest. We consult with you on any additional measures you may wish to take to safeguard your financial future in the case of unexpected hardship.
Services offered include debt protection, insurances, and anything else necessary to achieve peace of mind.
7. Ongoing education
We keep a finger on the pulse of the property market so you don’t have to. As well as being available to help you understand market changes and how they affect you, we provide additional resources including market updates, area updates on your property, and general money management advice.
8. Optimisation
Review
We conduct ongoing, regular reviews to ensure you stay on track with your goals.
In our reviews, we evaluate what is working effectively, what can be optimised, and whether you are ready to expand your portfolio. We also take into account any lifestyle changes since our last review, and check that your plan remains in line with these.