7 Elements of Property Investing

By Catherine Smith

I qualifi ed as an Accountant in 1992. I recall lining up for my degree thinking to myself why did
I study Accounting I would have preferred to do Psychology. I wanted to be in a professional
that involved helping people and didnt see how crunching numbers fi t in with that desire. However, I
continued with study in fi nancial areas including a Masters Degree in Taxation, a Diploma of Financial
Planning, a Diploma of Finance, a Diploma of Real Estate and a Diploma of Property Advice. During
this time I worked for the Australian Taxation Offi ce as an Auditor and Fraud Investigator for 11 years
before opening my own practice in 2002.
Despite my skills and qualifi cations in the fi nancial arenas my interest in Psychology continued and
I completed extensive personal development courses including Crossroads I & II, Being Empowered
through Service Training (BEST) and Beyond the Edge (BTE). I then went onto complete the Christopher
Howard Academy of Wealth & Achievement which was focussed on qualifying to be a Results Coach,
NLP practitioner and Presenter. I have now commenced undertaking Beyond Success courses.
Combining all of the above fi nancial and personal development courses together I guess I can be
best described as a Wholistic Financial Coach. My passion is assisting clients create wealth and protect
wealth for their future and future generations. This passion is displayed through my Wholistic approach
to fi nancial advising. My advice is Wholistic because it covers the whole of a clients fi nancial needs
and the whole of a clients lifecycle. I fi nd my clients often need fi nancial advice but they also really need
someone to hold their hand and support them as they take the steps they need to take to achieve their
fi nancial goals.
Working in the fi nancial professional for over 20 years I realised that one of the biggest challenges
facing clients when they seek fi nancial advice who to turn to? Advice given by Accountants, Financial
Planners, Mortgage Brokers and Real Estate agents all differs dramatically and is heavily dependent on
where the advisors commission or payments came from. There are no advisors that cover all aspects
of advice and are therefore independent of commissions. So I qualifi ed, and now advise, in all of the
professions.
My fi rm is called Wholistic Financial Solutions (WFS) and the clients describe WFS as dynamic,
diverse, personalised, knowledgeable and client focused. The fi rm prides itself in being accessible and
responsive. Catherine prefers her clients to get ongoing, accurate and timely advice during the year,
whenever it is needed.
In addition to all of the above, my proudest achievement is my four young children, Jese, Harley,
Khiana and Luann and I always ensure that I balance my professional life with time out to spend quality
time with them.

• Language: English
• Publisher: Xlibris AU
• Release date: Jul 6, 2011
• ISBN: 9781477116241

Catherine Smith

Catherine Smith is a former overweight mom who lost 37.3 lbs eating a raw food diet. She has been eating raw foods for over 3 years and wants to help others learn about her dietary choices and lifestyle.

Book preview

Copyright © 2011 by Catherine Smith.

ISBN:           Ebook              978-1-4628-4603-0

All rights reserved. No part of this book may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system, without permission in writing from the copyright owner.

This book was created in the United States of America.

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Xlibris Corporation

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500838

Contents

The Right Investment Strategy

The Right Finance

The Right Tax Advice

The Right Property

The Right Management

The Right Coach

The Right First Steps

Discover how to build a property portfolio the right way, right from the start

This FREE report will reveal the 7 elements to building a successful property portfolio so that you can reach your financial goals sooner

Stop Wondering what is the Right Investment Strategy for You and Discover How to Build a Property Portfolio the Right Way—Right from the Start

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"This report will reveal the 7 Elements to Building a

Property Portfolio so that You can Reach

Your Financial Goals Sooner"

Dear Investor,

Would you like to invest in property but are unsure of the right strategy for your needs? Are you confused by the overwhelming amount of investment information, financial products and advice available? Do you worry that the wrong advice could seriously affect your property investing success?

If you have answered yes to any of these questions then you need to read this FREE report—

"How to Build a Property Portfolio the Right Way—

Right from the Start"

This FREE report will reveal to you the 7 basic elements you need to have in place to ensure your success in property investment. You’ll find out how to avoid the simple but crucial mistake many property investors make, one that could end up costing you thousands of dollars. You’ll discover the best ways to maximise your tax deductions (the ATO will wish you didn’t know this), the best methods to finance your investment and the most effective strategy for your unique situation.

If you want to learn the secrets that the most successful investors know and try to keep to themselves then report each chapter of this report.

Yours Sincerely,

Catherine Smith

This FREE Report Will Reveal To You . . . .

1.   The Right Investment Strategy—"Discover the most critical step to property investment before you start to invest—if you DON’T define this step you will never have success with property investment"

2.   The Right Finance—"How to be confident that you have found the right loan and structure so that you can meet long-term financial goals and