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.
Introducing our Wealth 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 stress. 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 advisers, 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.
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).
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.
Who is the IGrow Wealth Plan for?
What’s included in the plan?
Applying for your Wealth Plan through IGrow couldn’t be easier.
Consult & Evaluate
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.
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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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.
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.
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:
#1 IN REAL ESTATE
104 TOTAL REVIEWS4.8/5 AVG RATING
Our qualified team of property investment specialists, financial advisers and trust attorneys will be able to guide you every step of the way.