Guidance on property-related financial matters, including real estate investing, property management, mortgage services, and property tax consulting.

At My Family Finance, our Property Services provide a personalised approach to your property investment journey. We are committed to guiding you through the intricacies of property management, tailored to your unique situation, needs, and risk profile.

Our warm and professional team of consultants collaborates with you to develop a bespoke property strategy. This plan covers all aspects of your property portfolio, including acquisitions, disposals, investments, tax strategies, and estate planning. Beyond creating this strategy, we offer ongoing advisory and regular reassessments to ensure that your property plan adapts to your changing needs and market fluctuations.

Our ultimate goal is to arm you with the necessary insights and confidence to make informed property decisions and reach your property goals. Through our property services, we aim to help you turn your property aspirations into reality.

My Family Finance Services

Rental Property Financial Management​

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Commercial Real Estate Financing

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Property Investment Advice

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Property Insurance Consultation

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Property Tax Advisory Sevices

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Equity Release Services

My Family Finance Services

Construction Loan Services

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Bridge Loan Services

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Property Development Financing

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Vacation Home Financing

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Real Estate Joint Venture Financing

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Land Purchase Financing

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Leasehold Financing

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Property Acquisition Due Diligence

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Property Market Trends Analysis

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Real Estate Crowdfunding Consultation

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Off-plan Property Financing

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My Family Finance Services

Equity Release Services

Book a meeting with us about your Investment Property Services 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.