Become a Compass Property Investor today
and receive a personally tailored PROPERTY INVESTMENT PLAN - your very own "financial blueprint" to a guaranteed high five-figure income in retirement - a $1,197 value - yours FREE!
The CPI Property Investment Plan is one of the most comprehensive, accurate and advanced affordability analysis planning tools ever developed...
| By simply becoming a CPI customer, you'll not only qualify for your own personal property investment plan, but you'll also receive FREE LIFE-TIME UPDATES. |
Property investment portfolio planning is never easy - even for the most experienced property investor. However, when you're a client of CPI you never have to give it a second thought - the entire pre-purchase and post-purchase strategy and analysis is all done for you - and at no cost to you!
The assessment process is known as Advanced Affordability Analysis (AAA). It is a suite of programs that have been developed to assess the affordability of a residential investment property or properties - and is a proprietary process exclusive to Compass Property Investments.
AAA Suite - Part One
The AAA Suite is made up of two parts; the first of which includes the standard Compass PIA (Property Investment Analysis). This is a fiscally important report that determines "down to the last dollar" the true rate of return on your property/s projected out over a 15 year period. Also included in part one of the AAA Suite is detailed analysis (referred to as the Pre-Purchase Analysis) of your Cash Flow and current spending patterns and commitments. See below for details:
Pre-Purchase Analysis
This service is comprised of:
1) an analysis of your current financial expenditure.
2) an impact analysis of the proposed rental property investment/s.
The analysis produces an "affordability" index for you (the investor) from both your ability to afford the property from a Cash Flow perspective, as well as a debt servicing (or Banker's) perspective.
This same analysis can also indicate the affordability of multiple rental property investments and the optimal timing of such investments.
AAA Suite - Part Two
Part two of the AAA Suite involves a detailed analysis of your long-range goals and objectives along with practical suggestions and advice on how you can plan to meet them. You're given an "action" plan to ensure that you stay focused on your goals and don't miss any crucial steps on your road to financial freedom. This "action" plan falls under the umbrella of Post Purchase Strategy and Planning and is explained in detail, below: Post Purchase Strategy and Planning
Several months after you've purchased and settled on your rental property, we'll sit down with you and systematically map out a long range property investment plan. This plan will also detail your desired future activities, wants and needs. It comprises a very detailed analysis of your long term goals and objectives looking out over a 20 year period.
This type of strategic planning includes making allowances for: children's education; weddings; travel; new vehicles; changes of residence; possible health expenses and other proposed future lifestyle or personal costs.
Once a full set of "future cost items" has been determined, a time-frame and current cost for each item will be set. A Property Investment Plan involving the acquisition of high quality residential investment property will then be developed and presented to you.
determining how many rental properties you need to ultimately have in your property portfolio
advising you when to acquire each property i.e. which year
detailing what your minimum acceptable rental incomes per property should be
setting a benchmark on how much you should spend on each property purchase
Customer Cash Analysis; where the money goes
Summary Analysis for cash flow and debt servicing
Income and Expenses Analysis with tax savings
Capital Gain Analysis for single and multiple properties
Retirement Needs Analysis
PIP Report on multiple property investments and when to make them