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For advisers, brokers and accountants

Refer clients for property without handing over the relationship.

When a client asks about investment property, you want to send them to a team that researches first and returns them to you for everything else. That is how we work.

properties bought across 440+ suburbs
3,100+
Google reviews
850+
REB Buyer's Agency of the Year 2023 winnerREB Buyer's Agency of the Year 2024 winnerREB Buyer's Agency of the Year 2026 winner

REB Buyer's Agency of the Year, winner 2023, 2024 and 2026.

Ruben Laubscher, Head of Partnerships at InvestorKit
Your partnerships leadRuben LaubscherHead of Partnerships, InvestorKit

One person runs every partnership, from the first call to each settlement. You always know who to call.

Ruben Laubscher reads every partner enquiry himself.

Our customer success has been featured in 1000+ media and news outlet articles.

In the news

Why advisers refer

Six reasons advisers trust us with their clients.

Research picks the market, not a sales list

Every recommendation starts from the client's goals and borrowing position, then the data. We have no developer stock to move and no project to fill.

Paid by the buyer, and only the buyer

Your client pays a flat engagement fee, agreed before we start. No developer payments, rebates or hidden incentives, so our advice stays on their side of the table.

Your relationship stays yours

We look after the property piece only. Finance, advice, tax and insurance come back to you, and we never market other services to the people you refer.

Every property is checked before it is shown

Our research team runs each property through a written 20-point due diligence checklist before it reaches your client. A property that fails it is not shown.

One person runs the partnership

You deal with our Head of Partnerships from the first call to every settlement. No rotating account managers and no junior handovers.

You always know where each referral is

We keep you updated as each referral moves from first call to settlement, so you can plan your own conversations around it.

The track record

The research behind every property we put to your client.

Partners are trusting us with people they have looked after for years. This is the standard we hold ourselves to on their behalf. Figures are across all InvestorKit clients to date, and individual outcomes vary.

of property bought for clients
$2B+
client equity generated
$500M+
of recent purchases bought off‑market or pre‑market
around 70%
due diligence checklist on every property
20-point

Our standard

The checks every purchase passes

  • Buyer side only, paid by the client and no one else
  • No developer commissions or selling agent referral fees
  • Markets chosen by research, not by where stock is sitting
  • Every property checked before it is put to the client
  • A clear written brief agreed before the search starts
Driving the Data, by Arjun Paliwal

The method

Driving the Data

Our founder Arjun Paliwal set out the research method we use to choose markets in his book, Driving the Data.

REB Buyer's Agency of the Year 2023 winnerREB Buyer's Agency of the Year 2024 winnerREB Buyer's Agency of the Year 2026 winner

The recognition

REB Buyer's Agency of the Year, winner 2023, 2024 and 2026.

Who to refer

The clients we help most, and the ones we will send back.

A good referral is one that lands. This is who that tends to be.

A good fit

Clients ready to buy for the long term.

  • Ready to act

    Has a deposit or equity in place and wants to buy in the near term, not someday.

  • Data led

    Wants to see the reasoning behind a market, not just a listing and a hunch.

  • Investment focused

    Buying to build long-term wealth, with growth and holding costs both in view.

  • Wants a clear path

    Values a written plan and a team that explains each step before it happens.

Not a fit

Clients we will point somewhere better.

  • Off-the-plan buyers

    We do not sell or recommend developer stock.

  • Lifestyle-first home buyers

    Our research and process are built for investment purchases.

  • Get rich quick

    Property is a long game, and we will not pretend otherwise.

  • High-rise apartment buyers

    We do not buy high-rise apartments. Our research favours property where the land holds the value.

After you refer

What happens after you refer a client.

Your client always knows the next step, and so do you. Each stage shows what you will hear from us.

  1. 01

    15-minute fit call

    A free call to understand your client's goals and position. If we are not the right fit, we say so and point them somewhere better.

    For youWord that the call went ahead.

  2. 02

    45-minute consultation

    A free, deeper look at income, borrowing, current holdings and timeline, so the client sees what a realistic plan could look like.

    For youWord on whether your client goes ahead.

  3. 03

    Strategy session

    Once engaged, we set the brief together: budget, target yield and growth profile, and the markets the research supports. Finance questions come back to you.

    For youPre-approval and lending stay with you or your broker.

  4. 04

    Research and acquisition

    The research team shortlists markets, then the acquisitions team sources properties, including off-market and pre-market opportunities, and negotiates on the client's behalf.

    For youA progress update at each milestone.

  5. 05

    20-point due diligence

    Before any offer, each property is checked against our written checklist, covering the property, the street and the market. A property that fails it is not shown.

    For youOnly properties that have passed.

  6. 06

    Settlement and handback

    We manage the contract through to settlement and handover, then the client comes back to you for everything beyond the property.

    For youYour client back, with the relationship intact.

Questions partners ask

Straight answers before you refer.

What advisers, brokers and accountants usually want to know first.

Still weighing it up?

Ruben reads every partner enquiry himself and replies to set up a call.

Start a partner enquiry

Have a client asking about property?

Start with a partner enquiry. Ruben will set up a 15-minute call to learn how you work and who you look after.

It starts with a 15-minute fit call with Ruben.