InvestorKit for finance professionals
For accountants, bankers, analysts, planners and brokers, the modelling is rarely the hard part. We show you how we move from national markets to a single street, with the key assumptions and checks explained, then find, check and negotiate the property. You make the call.
Free 15-minute call. No obligation.
850+ five-star Google reviews. REB Buyer's Agency of the Year, winner 2023, 2024 and 2026.
Google reviewComing from a finance background, I have strong opinions on property investing. What drew me to InvestorKit was their methodology. It just makes sense.
Our customer success has been featured in 1000+ media and news outlet articles.
In the newsSound familiar?
Projected returns with no assumptions attached. Growth charts that start at the bottom of a cycle. You have seen enough to be wary.
One more scenario, one more market, one more quarter. The model gets better while the portfolio stays the same.
A good yield on paper means little if you cannot inspect the property, read the strata records or hear about a listing before it goes public.
Month-end, reporting season and client work leave little room for inspections in another city.
What is really going on
Most finance professionals we speak with are comfortable with yield, cash flow and holding costs. The gap is the physical work: finding the property, inspecting it, checking the building and title reports, and negotiating the price. A method you can audit, run by people on the ground, closes that gap without asking you to take anything on trust.
How we help finance professionals
The same process every client follows, with the working shown at each step.
A 15-minute conversation about your goals, timeline and savings. There is no obligation, and you are welcome to test how we think.
Your strategist explains the cash flow, yield and buffer assumptions behind your brief, using borrowing figures your broker confirms, so you can challenge them before any search starts.
We start with markets across Australia, then narrow on supply, demand, rental and infrastructure data to the suburbs and streets that fit the brief.
Every shortlisted property goes through our 20-point due diligence. You see what we checked and why a property passed or failed, then we negotiate.
We coordinate settlement with your broker, solicitor and property manager, then review the plan as your position changes.
Why a buyer’s agent and wealth partner
You can build the model yourself. The harder part is on the ground: local research, property checks and negotiating with selling agents.
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 is your wealth engine room. Start with your Portfolio Wealth Blueprint, 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. The plan is laid out so you can test the assumptions yourself.
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 clientsDated company experience. Purchase counts and reach are historical; individual outcomes vary and are not a forecast of your results.
Success stories
In their words
Excerpts from verified Google reviews. Individual experiences, not promised or typical results.
Google reviewI’m an experienced property investor (with 7 investment properties) who knows the value of employing a professional buyer’s agent.
Google reviewThey coordinated everything behind the scenes, handling communication between the broker, solicitor, and the various parties involved in the purchase. Instead of juggling multiple people and chasing updates, I had one team keeping everything moving.
A fair question
You can, and your model is a useful check on ours. The fee pays for sourcing: finding the property, sometimes before it is listed, arranging inspections, checking the reports and negotiating the price. We will not promise a return to justify it. We show you the evidence and let you judge it.
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 $125K in savings or equity, or guarantor support.
850+ five-star Google reviews. REB Buyer's Agency of the Year, winner 2023, 2024 and 2026.
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.
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.
In forceFederalFrom
Since 10 August 2026, a self-managed super fund cannot enter a new limited recourse borrowing arrangement to buy residential property. New borrowing for real property must be for business real property. Existing arrangements continue, and SMSFs can still buy residential property with cash.
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 $125K in savings or equity, or guarantor support.
You want the assumptions laid out so you can test them
You have run the numbers and want help with sourcing and negotiation
You are open to markets outside the city you live in
You and your partner want a process you could audit
You want a return promised upfront. Nobody can honestly offer one
You want advice on your SMSF or tax position. That sits with your licensed advisers
You want a tip on a hot suburb rather than a method
Before you decide
