Property Investment

Smart guidance to grow and protect your property investment portfolio with confidence.

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Build Wealth Strategically

Whether you’re buying your first investment property or expanding a large portfolio, having the right financial strategy is essential. Our experienced team helps Melbourne investors make informed property decisions that align with their goals, risk tolerance, and long-term wealth objectives.

HOW WE WORK

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Property Investment Strategy & Planning

We create tailored investment strategies based on your financial goals, risk profile, and current market conditions. We consider cash flow, tax implications, loan structures, and more to help build a well-rounded, income-generating portfolio that’s designed for long-term success and resilience in a constantly changing market.

Cash Flow Forecasting & Loan Structuring

Understanding your cash flow is crucial in property investment. We help you forecast rental income, expenses, loan repayments, and tax impacts. We also advise on optimal loan structures and borrowing strategies to maximise flexibility and minimise interest across your investments for better financial performance.

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Tax Optimisation for Investors

Investment properties come with complex tax rules. We provide proactive advice on negative gearing, depreciation, capital gains, and deductions to ensure you’re maximising your returns and complying with all ATO regulations while reducing your long-term tax liabilities effectively and lawfully.

Risk Management & Compliance Guidance

Every investment involves risk. We assess your exposure and provide strategies to reduce financial, legal, and operational risks. We ensure your structures meet legal requirements and help you stay compliant with relevant property laws and reporting standards, giving peace of mind.

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Portfolio Review & Ongoing Support

Property markets evolve so should your investment strategy. We provide regular portfolio reviews and performance insights to help you adapt and grow. Our advisory service includes market updates, goal tracking, and strategic adjustments to keep your portfolio on the right path forward confidently.

Why Choose US

Investment-Focused Advice

We specialise in helping property investors create wealth through clear, data-backed financial strategies tailored to their property goals and growth aspirations, using an approach that is focused, effective, and long-term in nature.

Local Market Knowledge

Based in Melbourne, we understand the local property landscape and investment climate. Our insights help you seize opportunities and avoid location-specific risks with confidence and clarity to guide better property decisions consistently.

Tax Expertise

Our accounting background ensures your investment strategy aligns with tax efficiency and compliance. We focus on maximising after-tax returns while keeping risks low through structured planning and ongoing evaluation from a tax perspective.

Personalised Planning

No two investors are the same. We build custom strategies that fit your income, risk profile, lifestyle, and future plans—not a one-size-fits-all solution, but a carefully tailored approach for greater long-term results.

End-to-End Support

From strategy to structure, loans to tax—we provide holistic support at every stage of your investment journey, ensuring long-term peace of mind through consistent communication, regular reviews, and financial clarity.

SIMPLE & COMPLEX TAX SOLUTIONS

BOOKKEEPING & PAYROLL

SELF MANAGED SUPER FUNDS

STARTING A NEW BUSINESS

PROPERTY INVESTMENT

FAMILY BUSINESS SOLUTIONS

BUYING OR SELLING A BUSINESS

SMALL TO MEDIUM BUSINESS ADVISORY

FREQUENTLY ASKED QUESTIONS

Do I need an advisor to invest in property?

Can you help with both residential and commercial property investments?

How do I know if a property is a good investment?

What are the tax benefits of property investing?

Do you provide help with loans and financing?

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TASC provides a one-stop solution for all your needs. Our associates, Wise Financial Advisors are able to provide comprehensive financial planning services.

Offices

Melbourne

Level 27, 101 Collins Street,
Melbourne, Vic 3000

03 9793 9813

Lilydale

Unit 1/34 Hightech Place,
Lilydale, Vic 3140

03 9793 9813

Dandenong

18 Mason Street,
Dandenong VIC 3175

03 9793 9813

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