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Adviser guides

What each professional in a property transaction actually does, and when you need them.

  • Qualified Property Investment Adviser (QPIA®) / Property Investment Adviser

    Qualified Property Investment Adviser (QPIA®) / Property Investment Adviser

    A Qualified Property Investment Adviser (QPIA®) is an essential partner for property investors, helping you to make well-considered, strategic property investment decisions.

  • Registered Tax Agent (Accountant)

    Registered Tax Agent (Accountant)

    A registered tax agent, or accountant, is an essential property investment partner. They can provide advice on structures for setting up your…

  • Solicitors & Lawyers / Property Conveyancers & Settlement Agents

    Solicitors & Lawyers / Property Conveyancers & Settlement Agents

    Appropriate legal advice is essential to ensuring a smooth property investment process. Lawyers and solicitors provide property investors with legal advice and…

  • Educators & Research Providers

    Educators & Research Providers

    Education and research are two fundamental aspects of successful property investment. With that in mind, locating providers of education and research should…

  • Financial Planner

    Financial Planner

    A licensed financial planner provides financial advice and personal financial plans covering many aspects of personal finance. They can work with you…

  • Mortgage Broker

    Mortgage Broker

    A mortgage broker will have access to a wide range of home loans from a wide range of lenders, and their aim…

  • Building / Pest Inspectors

    Building / Pest Inspectors

    A qualified building and/or pest inspector (often many providers will do both) plays an essential role in the property investment process.

  • Property Managers

    Property Managers

    A property managers role is to look after the management of your rental properties.

  • Licensed Builders / Developers

    Licensed Builders / Developers

    A property developer usually specialises in the development of new properties. Whilst a licensed builder helps out with full-scale building jobs, renovations,…

  • Lenders

    Lenders

    A lender is an umbrella term for any financial institution offering finance for property investment.