Wealth Creation

Property Portfolio Planning

Most investors’ properties could be working harder to achieve better results. It really helps to have a clear Property Portfolio Plan, that is regularly updated

Retirement Planning should be easy

Introducing our Property Portfolio Plan

People often ask us why do they need a plan when investing in property? Well, at IGrow Wealth we like numbers and we like the security of knowing that we are on the right path when investing in property.

Investing in property is a big financial and personal decision. It’s really important that you make the correct decisions as you embark on this journey. Getting it wrong can result in all sorts of financial pressure and emotional stresses. Although, doing nothing to grow your retirement nest egg could be even worse.

Fortunately at IGrow we have an experienced team of qualified property investment advisors, with excellent track records, who can greatly increase your chances of success. Using our proven property investment planning process, our team is helping hundreds of South Africans with their property investment strategies.

Meet the Property Portfolio team

The following key professionals lead our Property Portfolio division:

Sean Johnston, CFP®General Manager: Property Portfolio Planning

Sean is the Head of Property Portfolio Planning, overseeing all the investment plans and advice provided to investors. Sean is a Certified Financial Planner® registered with the Financial Services Board (FSB) as well as the Estate Affairs Agency Board (EAAB). In addition, he is a member of the Fiduciary Institute of South Africa (FISA) and Financial Planning Institute of South Africa (FPI).

Our Portfolio team include the following key players
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Property Portfolio Manager
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Financial
Advisers
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Qualified Property Investment Advisers

This is the only plan that incorporates and analyses traditional investment vehicles such as pension funds, retirement annuities, collective investment schemes and alternative investments together with buy-to-let real estate. This enables the IGrow Wealth Plan to illustrate a more accurate overview of your investment portfolio.

The world’s number #1 property investment plan

Who is the IGrow Wealth Plan for?

  • Anyone interested in building wealth through investing in property – our proprietary tool is purpose-built to handle property investing scenarios and our team of professionals have extensive and proven track records in this industry.
  • Established property investors – the benefits of this sort of review are enormous, the knowledge around future cash flow ensures the astute investor can make better-informed and quicker decisions in the best interest of their property portfolio.
  • First-time home buyers wishing to establish their level of affordability to ascertain what they can borrow and what amount they can purchase for.
  • Finally, all households or individuals who are keen to build greater passive wealth outcomes – for those who are serious about making a real difference to their wealth, a review of this nature provides for greater understanding of what’s possible.
Your Roadmap to Financial Freedom

What’s included in the plan?

  • A comprehensive report detailing where you are now in your plan towards your retirement
  • Everything that is required to achieve your desired monthly income in retirement
  • Forecast of income at your retirement age
  • We manage, optimise and review your portfolio’s financial performance.
  • Execute a tailor-made strategies to build your asset base with A-grade investment properties.
  • Recommendations and advice from our General Manager of Property Portfolio Planning and key members of the IGrow team
  • Graphical representation of our analysis of what your future wealth position looks like
The specific focus on property as an investment vehicle distinguishes this plan from other investment options. The consultation with Sean at IGrow was very thorough and professional and took our specific nuisances into consideration. After discussing the Wealth Plan we now possess clarity about our retirement, and our confidence has received a significant boost. Because the IGrow Wealth Plan takes a holistic view of our investment future and factors property investments into our overall investment strategies, we were convinced this plan was the one for us. In order to reap the full benefits of this plan – namely being able to make important, life-altering decisions today by tracking and managing current investment scenarios - we had to be transparent about our other investments, which we were more than comfortable doing. The professionalism we encountered at IGrow has been fantastic, allowing us to make future investment decisions with a relatively high degree of confidence.
Michael Klein and Hanlie Nel
18 June 2018
Your First Step to Achieve Financial Independence Starts Here!

Applying for your Wealth Plan through IGrow couldn’t be easier.

Consult & Evaluate
Current Portfolio

Our Property Portfolio Manager will conduct a personal consultation, where he will evaluate your current portfolio and define your investment goals.

Plan & Implement
Your Wealth Plan

We will formulate your investment plan and ensure the plan is in alignment with your goals. We then proceed to implement the plan by acquiring investment properties.

Manage &
Re-assess

Together we track cash flow forecasts and organise milestone dates. This is a living document and is refined as and when required, over the course of the investment. 

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We know property investment Planning

Property Portfolio Services

What if you knew the precise steps that you needed to take every day, week, month and year to achieve financial independence?

Engineering a personalised, strategic, analytical wealth plan is the single most important step to achieving financial freedom. The alternative is wasted effort every day, inefficient resource use and high risk of failure. Having a Wealth Plan is just common sense.

Wealth doesn’t require genius, special talents, privilege, or luck.

But it does require an actionable plan based on proven principles, that’s organised into strategic steps that will get you results with minimal effort.

If you want the most comprehensive and elite property investment plan, unique to your financial situation – created by a team of industry experts – to help you retire 10 to 20 years earlier than expected, you need the IGrow Wealth Plan.

IGrow the number 1 in Real Estate

Commitment to Service Excellence

The IGrow Group of Companies has positioned itself as the top service provider and Property Investment company in South Africa. Having educated over 80 000 clients and assisted 5 000 investors in building wealth through property.We are committed to educating, advising and guiding our investors every step of the way and our HelloPeter reviews showcase the results and service excellence we provide to our clients.

Don’t just take our word for it, see what I clients have to say:
5/5

#1 IN REAL ESTATE

104 TOTAL REVIEWS4.8/5 AVG RATING

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Our qualified team of property investment specialist, financial advisors and trust attorney will be able to guide you every step of  the way.