Outsourcing specific services allows businesses to free up capacity and deliver their services to more clients in a more valuable way.
For accountancy and advisory businesses, outsourcing provides an additional income stream, while also adding value for their clients.
Two of the most important reasons to outsource are market opportunity and the ability to leverage external expertise.
Accountancy and advisory practices, for example, commonly outsource SMSF administration, which allows them to leverage the technical expertise of an administrator to their clients’ advantage.
In the same fashion, advisers can also outsource property investment advice to leverage off the expertise of property advisers and provide clients with access to investment properties tailored to their investment strategies.
Outsourcing provides advisers with a tailored service they can ‘plug in’ to their business, one that encompasses property market guidance as well as structural and taxation issues.
Each client’s investment strategy is different – their budget, risk profile and financial needs are unique. Through property, they will get more out of their portfolio.
The biggest concern for advisers is that their clients reach their unique goals.
A cookie cutter strategy, however, simply won’t cut it when it comes to your clients’ investment portfolios.
Property is a safe and lucrative asset class to build wealth and something most clients hold as part of their investment mix, but also a class that all investors need advice on.
With the resources of a property expert at the tips of your fingers, you can provide clients with investment property advice tailored to their structure and needs.
Many clients are paying too much tax and could achieve better financial efficiencies if they purchased investment properties with the right financial mix.
And many clients are simply too busy or are unsure of what and where to buy, and simply don’t have the time to be proactive.
And often those that do take action end up buying the wrong types of properties.
At We Find Houses, we work closely with accountants, finance brokers and financial planners who want to offer a professional property solution to their clients.
We have access to a range of properties, from established to commercial and even new stock if required.
As with any form of outsourcing - whether it be SMSF administration, property or even IT - transparency and communication are vital.
And your clients stay yours, always.
If this resonates with you, get in touch. Call 1800 600 890 or email firstname.lastname@example.org //