InvestorKit for business owners
We build a property plan around what your broker says you can borrow and how your accountant wants it held, then research, check and negotiate for you. You approve every purchase, and we handle the search and purchase work so your time goes on the decisions.
850+ five-star Google reviews. REB Buyer's Agency of the Year, winner 2023, 2024 and 2026.
As a business owner with young kids, I have very little time to do my research. Before coming to InvestorKit, I did have some properties but I was not sure what strategy was required and also what the best locations would be for my budget.
We'll reveal how you can save time, stress, and money through strategic property investing.
REB Buyer's Agency of the Year, winner 2023, 2024 and 2026.
Our customer success has been featured in 1000+ media and news outlet articles.
In the newsSound familiar?
Your tax return may not show what the business really earns, and lenders read self-employed income in different ways.
Your own name, a trust or a company. Everyone has an opinion, and a wrong call can be expensive to unwind.
Inspections, agent calls and paperwork compete with staff, customers and cash flow for the same few hours.
Most of your wealth sits in a business you also rely on for income. You know that is a lot riding on one thing.
What is really going on
Most business owners we speak with come to us wanting to find a property. The better starting point is what a lender will accept and how your accountant wants the purchase held. With those two answers settled, the search has clear boundaries, and your attention stays on the business.
Who does what
Build the purchase brief around the borrowing and structure your advisers confirm
Research markets across Australia and shortlist properties that fit the brief
Run our 20-point due diligence on every shortlisted property
Negotiate the purchase, then keep your broker, accountant and solicitor updated through settlement
Your mortgage broker or lender: how your business income is assessed and what you can borrow
Your accountant or tax adviser: whether to buy in your own name, a trust or a company, and the tax that follows
Your solicitor or conveyancer: the contract, title and any trust or company documents
Your licensed financial adviser: how property fits alongside the business and your super
InvestorKit does not provide financial, tax, legal or credit advice, or advice on how to structure a purchase.
How we help business owners
Four steps, each one coordinated with the professionals who already advise you and the business.
A 15-minute conversation about your goals, the business and where your finance is up to. There is no obligation.
We agree a brief that fits the borrowing your broker confirms and the structure your accountant recommends, with buffers for the ups and downs of business income.
We compare markets across Australia on data, then run our 20-point due diligence on every shortlisted property. You see why each one passed or was rejected.
We negotiate the purchase and line up the contract and settlement with your broker, accountant and solicitor. You approve and sign, and we do the chasing.
Why a buyer’s agent and wealth partner
Your business already runs on specialists. A buyer’s agent and a wealth partner do the same for property, so your time stays on the business.
It is a paid service, and it does not suit everyone. We confirm our fee with you upfront, and the free discovery call is where we check together that it fits your budget and your plan.
Suburb research, inspections, agent calls and paperwork can take months of evenings and weekends. We carry that work, and you make the decisions.
Our research team studies supply, demand, rents and local conditions nationally, so the shortlist is not limited to the suburbs you already know.
Every shortlisted property goes through our 20-point due diligence checklist, and we coordinate inspections before you are asked to commit.
The selling agent works for the vendor. We negotiate the price and terms for you, with the research behind every offer.
Around 70% of our recent purchases were off-market or pre-market, so the search reaches past what is listed online.
Your Portfolio Wealth Blueprint maps what comes next across residential and commercial property, and we connect you with selected finance, accounting and insurance professionals along the way.
The InvestorKit difference
A property purchase is one step. We help you build a portfolio around your goals, and keep reviewing the plan with you as it grows.
A purchase-only engagement centres on finding a property, negotiating the price and reaching settlement. Your wider portfolio strategy and what comes next sit outside that brief.
The InvestorKit Group works on every stage with you. Start with a plan for your whole portfolio, put it to work through residential and commercial investing, and keep reviewing the plan as your portfolio grows. We connect you with selected finance, accounting and insurance professionals along the way. We work alongside your broker and accountant, so each property fits how your business is set up.
Here for one purchase? We can help with that too. Start with the support you need, with room to build a longer-term partnership.
Purchase-only scope shown. Services vary by agency and engagement.
Why InvestorKit
REB Buyer's Agency of the Year, winner 2023, 2024 and 2026.
Strategists, researchers and buyers’ agents work together on every brief. The research team studies markets nationally and publishes its thinking in whitepapers, reports and the book Driving the Data.
No developer commissions and no selling agent referral fees. We confirm our fee with you upfront, so our advice follows your plan.
$2B+ in property purchased for clients, and 850+ five-star Google reviews.
In the conversation
Forbes Australia BrandVoice partner content
On Today Extra
Author of Driving the DataExperience behind the approach
Meet our clientsSuccess stories
In their words
Excerpts from verified Google reviews. Individual experiences, not promised or typical results.
Well thought out, data driven strategy that made my life a whole lot easier. As someone that works in professionals services myself, I know how hard it can be to deliver based on client expectations.
As two busy executives who travel frequently for work, we knew we didn’t have the time to become SMSF property experts ourselves. Our philosophy was simple: find the experts, trust the process, and let them do what they do best. InvestorKit exceeded every expectation. They managed our entire SMSF property purchase from start to finish, including while we were overseas.
A fair question
That is a question for your broker or lender, and we will not guess at the answer. Lenders assess self-employed income in different ways, so it helps to work with a broker who knows business owners. Some clients come to us after a bank has said no, as Brenton did. We build the plan around what your broker confirms, and we coordinate with them and your accountant rather than give credit, tax or structure advice.
Your next step
Tell us where you are and what you want. We will explain how we work and whether we are the right fit. You do not need to be ready to buy.
The discovery call suits people with access to at least $100K in savings or equity, or guarantor support.
Free 15-minute call. No obligation.
850+ five-star Google reviews. REB Buyer's Agency of the Year, winner 2023, 2024 and 2026.
Rules and policy
Current at . General information, not financial, tax or legal advice. Check how any change applies to you with your accountant or adviser.
Law, not yet startedFederalFrom
From 1 July 2027, losses on established residential investment properties bought after 7:30pm AEST on 12 May 2026 can only be offset against residential property income and gains, not wages. Properties already held at that time keep their current treatment, and newly built homes are exempt.
Law, not yet startedFederalFrom
For gains that build up from 1 July 2027, the 50% capital gains tax discount is replaced by indexing the cost base to inflation, plus a 30% minimum tax on the real gain. Gains built up before that date keep the 50% discount, and main residences stay exempt.
Draft for consultationFederal
Treasury has released draft law for a 30% minimum tax on income from discretionary (family) trusts, planned to start on 1 July 2028. It is a draft for consultation only, is not law and could change before it reaches Parliament.
In forceFederalFrom
Since 1 February 2026, each bank can make no more than 20% of its new home loans at a debt-to-income ratio of six times or more. It caps the bank’s share of that lending, not any one borrower, and loans to buy or build new homes are exempt.
Is this you?
The discovery call suits people with access to at least $100K in savings or equity, or guarantor support.
Most of your wealth sits in your business and you want something beside it
You have a broker and accountant, or are open to an introduction
You want property handled without it taking over your week
You want to approve decisions, not chase paperwork
You want tax or structure advice from us. That sits with your accountant
You want to borrow as much as you can, whatever the risk to the business
You want a return promised upfront. Nobody can honestly offer one
Before you decide
Google review
