Initial Review A tailored plan to match your goals

To achieve the most from any investment, the governing approach needs to be carefully planned before it can be executed. From the outset, IPS gains a thorough understanding of your investment objectives and strategically matches it to your risk profile, budget, goals and time frame.

At this stage, we can also work with you in formulating the appropriate structure and finance approach required to attain a successful outcome.

To begin, IPS provides a comprehensive report and consultation regarding:

  •   IPS services most appropriate for your needs
  •   Identification of your risk profile
  •   Available strategic options
  •   Your specific goals, preferences and budget
  •   Home buyer/investment strategy specific to your goals and objectives
  •   Review of your existing portfolio’s gross and net cash flow estimates
  •   Suitable structure and finance arrangements, if required
  •   Establishment of a clear implementation plan and associated timeline