From residential to commercial investments to leasing and property management, our service covers it all. We provide expert guidance to help you navigate income-generating real estate investments, tailored to your financial goals.

Welcome to My Family Finance's Real Estate Investment Service!

Building Strong Family Property Portfolios

At My Family Finance, we recognise the importance of family and the legacy you aim to create. Our services extend beyond mere financial transactions; we are committed to helping families build strong and enduring property portfolios. By combining our expertise in residential and commercial real estate with a personalised approach, we empower you to secure a prosperous future for you and your loved ones.

Navigate Your Home Ownership Journey

With My Family Finance, we make buying a home simpler and more affordable. Our experts guide you through every step, ensuring a seamless experience from start to finish.

Refinancing Made Easy

We provide tools and services for comparing your current loan with potential refinancing options, helping you save money. Consider switching to shorter loan terms, such as a 7-10 year mortgage, for faster property payoff and quicker home equity build-up.

Risk Assessment and Insurance

Learn about the significance of risk assessment in financial planning and discover insurance options such as life, health, and income protection, ensuring a comprehensive financial plan.

Professional Referral Services

For legal, accounting, and property management needs, connect with our trusted network of professionals. Our referral service provides access to expert assistance tailored to your unique financial situation.

We are committed to delivering excellence in real estate investment services, helping you build and manage a profitable property portfolio.

Can I invest in real estate if I'm not from Australia?

Yes, non-residents can invest in Australian real estate with approval from the Foreign Investment Review Board (FIRB). My Family Finance can simplify this process for you, offering guidance on FIRB applications and helping with the legal and financial aspects of your investment in Australia.

 

What are the expected returns on real estate investments?

In Australia, expected returns on real estate investments typically range from 5% to 8% annually through rental yields, with potential for more via property appreciation. My Family Finance can help by providing expert advice tailored to the Australian market, ensuring you make the most of your investment.

How can I diversify my real estate investment portfolio?

To diversify your portfolio in Australia, explore mixing residential, commercial, and industrial properties across different locations and consider investing in REITs for broader exposure. My Family Finance can provide bespoke guidance to enhance your portfolio’s resilience and growth potential in this market.

How does a real estate investment service help investors?

A real estate investment service helps investors by providing expert advice, market analysis, and management support, enabling them to make informed decisions and maximise returns. My Family Finance offers personalised assistance to navigate the Australian property market, ensuring your investments align with your financial goals.

Book a meeting with us about your Investing needs.


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04. One Last Step!
Confidence

We educate and empower you on investing, taxes, and insurance, instilling confidence in your financial journey.

Clarity

We simplify complex financial concepts into plain, straightforward language, eliminating the need for deciphering jargon.

Empowerment

We empower you with actionable recommendations, giving you complete control over your financial situation and future.

Tailoring for your family's needs

Debt Free

My Family Finance offers a robust debt management service for Australian families. We recognise that many families experience financial challenges, and our goal is to help them regain control over their finances. Our team of experts provides personalised advice on budgeting and money management, enabling families to meet expenses, save for emergencies, and plan for the future.

Wealth

My Family Finance empowers Australian families to create wealth through personalised financial planning. Our services include expert advice on savings, investments, and retirement planning. We provide education to enhance financial literacy, assisting families in making informed decisions that help grow their wealth sustainably over time.

Freedom

My Family Finance aids Australian families in achieving financial independence and freedom. We offer personalised financial strategies, encompassing savings, investments, and retirement plans. Our aim is to equip families with the knowledge and tools to make informed financial decisions, helping them achieve long-term financial stability and freedom.

Our process

01.

Getting to Know You

We start our journey together with a friendly chat, where we learn about your financial situation, dreams, and worries. This helps us offer you financial advice that fits snugly with your life and aspirations.

02.

Gaining Clarity on Your Finances

Next, our team dives deep into your current financial state, exploring your income, expenses, assets, and debts. This detailed look helps us spot both opportunities and hurdles in your financial journey.

03.

Building Your Financial Vision

Armed with insights about your financial status and goals, we assist you in painting a vivid, achievable financial future. This includes setting practical short-term and long-term financial goals that harmonise with your dream lifestyle.

04.

Repositioning Your Finances

With your financial roadmap ready, we craft strategies to rearrange your finances. This could mean reshuffling debts, fine-tuning investments, or revising spending habits. We walk with you through this transformation, empowering you to confidently steer your financial voyage.