HOW TO BUILD YOUR PROPERTY INVESTMENT DREAM TEAM

To succeed in property investing, you need a trusted team of skilled professionals to guide you and the right mindset to help you land the plane. Your team doesn’t just provide technical expertise, they help balance your mindset, encouraging action without recklessness.

But who exactly do you need on your dream team? Let’s explore.

Qualified Property Investment Adviser

A Qualified Property Investment Adviser (QPIA) is your strategic architect, designing a roadmap for your property_ journey. Their role goes beyond simple advice, they create your investment strategy, provide tailored recommendations, and plan your portfolio with a long-term focus.

They clearly document your goals and objectives, your risk appetite, and the risks associated with an investment, all within a comprehensive written property investment plan supported by detailed graphs and tables on future spending, cash flow, borrowings, tax, and wealth forecasts with appropriate assumptions as it relates to your retirement targets.

Their expertise ensures you remain focused on the ideal blend of potential locations and best-suited, investment-grade properties that align with your desire to retire on $3,000 per week. They’re the trusted cornerstone of your team, turning your vision into actionable steps and outcomes.

Investment-savvy mortgage broker

An experienced mortgage broker doesn’t just source loans, they structure your finances strategically to support your property goals. From credit planning to managing loan structures, they ensure your borrowing strategy forms part of your overall plan for now and in the future. If they’re doing their job right, they should really be your ‘personal’ banker.

Buyer’s agent

Your buyer’s agent acts as your dedicated market area and property selection specialist, responsible for clarifying your brief, identifying, assessing, negotiating, and securing the best-suited investment-grade properties that align with your strategy. They’re not just an extra set of eyes, they ARE your eyes and ears on the ground. They are playing every day on the ‘inside’!

Financial planner

A licensed financial planner takes a holistic approach to your wealth creation and management, covering superannuation/SMSFs, managed funds, shares, and personal insurances. They ensure your property investments are seamlessly integrated into your broader financial, wealth, and retirement strategy, safeguarding your retirement and long-term objectives and financial security.

As the architects of your financial defence pillar, they implement crucial risk insurances to protect your wealth. Think of them as building a moat around your property portfolio.

Accountant

A property-savvy accountant is essential for determining the best ownership structure for your investments– be it individual ownership, partnerships, trusts, companies, or SMSFs. As a licensed tax agent, their expertise ensures your tax position is optimised while remaining fully compliant with regulations. By legally maximising deductions, they play a pivotal role in managing both your income and capital gains tax obligations in an effort to enhance your cash flow, allowing your portfolio to perform more effectively and efficiently.

Solicitor

Your solicitor is indispensable for reviewing contracts, handling conveyancing, and safeguarding your assets.

They ensure property transfers and guarantees are seamlessly executed while protecting you from any hidden surprises in the purchase process.

Their expertise provides peace of mind and solid legal protection for your investments. Thinking more broadly, they will play an important role in your estate planning and wills as your wealth base grows.

Building and pest inspector

A thorough inspection before purchasing a property is essential. A trusted building and pest inspector helps you avoid costly mistakes by identifying structural issues or pest infestations before they become your problem. Their fee is the best insurance to make sure you don’t end up paying thousands.

Property manager

A skilled property manager is your on-the-ground partner for maintaining and maximising the performance of your investment. They handle tenant selection, rent collection, property maintenance, and compliance with rental regulations, ensuring your asset remains a hassle-free source of income.

By managing day-to-day operations and addressing any issues promptly, they protect your property’s value and free you to focus on growing your portfolio. They also coordinate essential safety and compliance checks, such as electrical, plumbing, and gas inspections to meet minimum standards in your state or territory, to safeguard your investment. A good property manager is an investment in peace of mind and long-term success.

These professionals ensure you’re equipped to make informed, confident decisions at every stage of your investment journey. Even with the best team, your success depends on your mindset as a long-term investor. Your team not only provides technical expertise but also helps keep your mindset balanced – encouraging action without recklessness.

This is an edited extract from How to Retire on $3,000 a Week: The Property Couch’s Playbook for Passive Property Investing by Bryce Holdaway & Ben Kingsley (Major Street Publishing RRP $32.99), available at all leading retailers. Visit http://thepropertycouch.com.au/

Artificial intelligence is rapidly reshaping business, investment and competitive advantage, and now Australia’s property industry is being told it cannot afford to sit on the sidelines.

International keynote speaker and AI strategist Justin Kabbani will headline the Kanebridge Property Summit at RACA Sydney on June 18, bringing rare insight into how forward-thinking property professionals can use AI to move faster, make smarter decisions and gain a serious edge in an increasingly competitive market.

Justin Kabbani, International keynote speaker and AI strategist

Tickets to the exclusive summit are already selling fast.

Having worked with global brands including Uber, PepsiCo, Mattel and Destination NSW, Kabbani has become one of the leading voices on how businesses can turn AI from a buzzword into a genuine commercial advantage.

Known for his high-energy and highly practical presentations, Kabbani cuts through the hype surrounding AI and focuses on what actually matters: productivity, growth, leadership and real-world business results.

His keynote will explore how AI is already transforming industries globally, and what property developers, investors, agents and business leaders need to understand now to avoid being left behind.

Importantly, the session is designed to be practical, not theoretical.

Attendees will hear how AI can be applied across marketing, sales, operations and decision-making to improve efficiency, sharpen strategy and create new competitive advantages in a rapidly changing business environment.

The summit will also feature an exclusive roundtable bringing together leading property and finance experts for a candid, off-the-record Q&A exploring the forces shaping investment, development and wealth creation across Australia’s prestige property market.

The event follows the success of last year’s sold-out summit and will once again be hosted by respected MC John Alten.

With AI becoming one of the biggest disruptors facing business, the June 18 summit is expected to attract strong interest from property professionals, investors and business leaders looking to stay ahead of the curve.

The followings are included in every ticket:

Full access to keynote sessions and the interactive roundtable.
Premium selection of canapés and beverages throughout the evening.
Complimentary annual digital subscription to two leading publications (Wall Street Journal and Kanebridge Quarterly), providing essential coverage of local and global markets, property trends and investment strategy.

Tickets are limited and selling quickly and you can buy here.