What to look for in a property investment advisor

property investment advisor

People considering investing in real estate typically do so because they are aspiring to financial independence, choices in retirement or leaving a legacy.

Purchasing real estate is considered the largest financial commitment in most peoples’ lifetime.  And because this purchase is an investment, it pays to have help from an expert property investment advisor.

Several professions come to mind when seeking advice, but only one fits all the criteria. 

Financial advisers are ideal when seeking advice about your finances.  Accountants and tax agents are ideal when seeking advice about accountancy or taxation.  But when it comes to investing in property you want someone totally focused on your outcome/s and fully conversant with property.

An experienced property investment advisor or buyer’s agent detailed knowledge of property prices is the one to guide you through the property investment process.  Devising strategies that are tailored to your specific circumstances and aims, this gives you the best possible outcome.

What sort of real estate credentials should you look for? Why would you engage the service of a qualified property investment advisor?

Simply put, it’s all about having the right financial outcome, an outcome which matches your goal.  Ultimately it’s about your wealth creation.

Let’s examine exactly what is important in property investment and what to therefore expect in a property investment advisor or buyer’s agent to provides your property investment advice?

Someone who listens

Providing real estate advice is as much about listening as it is about offering insight. Any property investment advisor worth their salt will first want to learn about you, what you’re hoping to achieve, what is your ultimate goal.

They will be looking to understand your current position, in addition to the financial goals you have for the future.

Listening allows them to create a strategy for property investment that works for you and then allows them to seek out the right property or properties to meet your specific needs.

After all, property investing is not a case where one-size fits all. This is especially true given your particular objectives.

Proven results

As you seek out the right person to work with, look to their track record of proven results. Ask about specific examples of the success they have facilitated for others and in their own property investment, look for reviews and testimonials about their service.

A truly professional property investment advisor should offer these to you in the form of case studies , allowing you to gain an insight into how they do their real estate work and what they have achieved.

Impartial insight

Your property investment advisor should be working for you – not a bank, not a mortgage broker and not a developer. Only when they are truly aligned with your outcomes will they offer advice that’s tailored to you. Therefore, they should be paid completely separate to the deal and definitely by yourself! This can make an enormous difference to how your investment performs.

Consider whether the property investment advisor receives any financial incentives from within the property industry.

Personally, we believe this is a key question every potential investor should ask of their advisor – do you receive any commissions or do you have any financial stake in the people/properties you recommend? Or worse, do they receive back door commissions out of the sale or even out of any rental guarantee? All of these issues ultimately determine the property value.


It goes without saying that a trusted advisor should be appropriately qualified. Minimum they should be a licensed real estate agent, better if they are the principle, that is responsible not only for the transaction, but has the responsibility for the entire business. 

An individual strategy

Your property adviser should provide advice tailored to the individuals they work with, not have just one real estate property investment strategy that they use with all their customers.

Every investor is different.  Each has individual aims. Some want to have just one investment property, others want to build up an entire property portfolio to build wealth through the rental return and through capital growth.  Some invest personally, while others want to use particular vehicles such as companies or a self-managed super fund.

Given such a vast array of variations it is critical to find an advisor who seeks to understand you as an individual and will then work with you to create a suitable property investment plan.   This is especially so if their services extend to be your buyer’s agent.  A comprehensive knowledge of the entire property market is paramount.

Loan structures also vary.  Your advisor should be interested in structuring your purchase to suit several things including, your lifestyle, your disposable income, your risk profile, your current wealth and so on.

In short, they need to be interested in you and your personal circumstances.

The Correct Strategy:

Strategy is not only about really understanding the market, it is not just about rental income or capital growth. Strategy goes far beyond that! Some people want to take their investment portfolio as far as achieving financial freedom.

A property investment advisor you can work with

Last but not least, a property investment advisor should be someone you feel you can work with. This is a relationship built on trust where you are seeking out their expertise. Nothing is more true, especially in real estate.

You should feel valued and understood by your advisor.

Their advice about property investment should be clear and succinct yet offer an insight into the why behind the strategies they suggest.

These strategies should be explained in terms you understand, and your advisor should be willing and available to answer the questions you have about the suggested property investment strategy contributes to achieving your objectives.

Find the right person and this will likely be a relationship that endures, allowing you to increase your knowledge and grow your wealth through property over time, with a trusted guide.

You can learn more about our approach to property advising here , or alternatively, feel comfortable to get in touch and have an obligation-free chat about how Property Friends can help you.

Property Friends is a specialist Property Investment Strategist providing solutions for people aspiring to financial independence, choices in retirement, or leaving a legacy.

 www.propertyfriends.com.au (03) 9758 5331 

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Looking to understand the world of property investments better? We can help!

Uwe Jacobs Property Strategist

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