What to Expect From Your PWF Onboarding Journey
From Enquiry to Investment: How We Guide You Every Step of the Way
At PWF, we understand that investing in property can feel overwhelming - but it doesn’t need to. From the moment you get in touch with us, we take care of everything for you, while keeping you informed at every step.
Here’s a look at our seamless onboarding process:
1. Your First Meeting: Discovering Your Goals
Your journey begins with a one-on-one meeting with a PWF consultant. We take the time to understand your financial aspirations - whether it's building a portfolio, reducing debt, or securing your future.
2. Reviewing Your Financial Picture
Next, you’ll provide some key financial documentation. This helps us get a full picture of where you are today and how best we can guide you toward your ideal financial future.
3. Crafting Your Bespoke Wealth Strategy
You’ll then meet with one of our Senior Strategists, who will present your custom-built Wise Wealth Plan. This is designed just for you (and your partner, if you have one) and is created assessing your goals and financial information.
While everyone’s situation is different, yours could include strategies such as:
Debt reduction
Tax minimisation
High-growth property investment
High-yield returns
Portfolio building
And in most cases, achieving your goals will involve building a multi-property portfolio such as the example below:
4. Property Selection Aligned to Your Plan
Your Senior Strategist then works closely with our Property team to identify high-performing investment properties that match your goals and fit your budget.
5. Going to Contract & Securing Finance
If you choose to move forward with one of the properties, it’s time to go to contract. Our mortgage brokers step in to secure the best finance solution tailored to your situation.
6. Aligning Our Trusted Team
Behind the scenes, we coordinate our trusted network of builders, property managers, and suppliers to prepare for the next phase of construction.
7. Monthly Progress Updates
During the build, we provide monthly updates and maintain regular contact with the builder to ensure everything is on track. We also liaise with the property manager to ensure your property is listed early, attracting and vetting potential tenants.
8. Delivering Full Turn-Key, Tenant-Ready Homes
Our PWF builder packages are delivered full turn-key ready, meaning a tenant could move in that day. Your new property includes:
Security screens
Quality blinds or curtains
Professionally designed landscaping
Completed driveways and fencing
Essential appliances and fixtures
Energy-efficient features to lower costs and appeal to eco-conscious renters
Fees and Membership
There are costs associated with using our services which can be viewed on our About Us page here.
Ready to Start Your Journey?
At PWF, we’re here to make your property investment journey simple, strategic, and successful. Get in touch today to take your first step.
