A philosophy centered on client relationships

• Getting to know you, understanding your needs and concerns and providing customised solutions
• properT network is a professional flexible Investment Property Strategy group, working with clients like you to fulfill your needs.
• We achieve an understanding who you are; what your preferred investment strategy is; the type of property you are wanting. We then source a selection of properties which best match your goals and present information on why these properties ‘best fit’ you.
• We undertake our due diligence into the Australian property market 24/7 and share with you which locations and which properties in those locations ‘best fit’ your own goals. Saving you time, stress and money in doing it yourself.
• Undertake your own due diligence based on what we share with you and come to an informed decision. Whether that be a no or a yes; so long as you can make an informed decision.

Is that fair?

The investment planning process begins at what we call the Discovery Meeting, where we focus on “what is important about money to you?” Our objective is to understand your personal goals, feelings, values, current financial situation and interests. Ultimately, our mutual objective is to make sure we are a ‘good fit’ to ensure a successful relationship.

We employ a disciplined process to develop strategic investment solutions to meet your needs because planning for the future can be daunting and your attitude towards risk differs from the next client.

We assess your situation with empathy and the utmost of care; getting to know you and your requirements and only then providing what could be a solution designed to help you reach your goals.

Using the information you share with us, we will develop a customised plan that helps us arrive at solutions intended to assist you in reaching your goals. This step may involve collaboration with other specialists as well as working in concert with your existing advisors. Ultimately, we will build a comprehensive strategy that is focused on you and your finances.

With the ‘heavy lifting’ done, we will implement your customized strategy. This involves the selection of specific investment vehicles best suited for your portfolio strategy. Your strategy will be predicated on the core investing principles of diversification* and the critical importance of managing risk.

A key to this step is your involvement in the process of communication of any significant changes in your life.

Assuring you of our prompt and personal attention at all times now and into the future as and when you continue to expand your Investment Portfolio.

Yours Sincerely

Stephen Lazar
Director of properT network
0413 108 125

We have over 20 years of consultancy experience in this area of business and we strive to remain sensitive to your needs

and achieve the following: develop, empower, enable and maintain.

Your ongoing success is our goal.