Using property as an investment vehicle is a popular way to generate wealth, and although it can be profitable it can also be a real challenge to find impartial investment advice.

 

Property Investment Advice is a highly specialised sector positioned between the fields of financial planning and the real estate industry. Not yet fully regulated, it’s often convoluted in the eyes of the public particularly when mistakenly associated with property spruikers claiming to offer advice and education in wealth creation.

 

At CODE Wealth we understand that you need a company that understands property investment and understands you. Our experienced team will share our in-depth knowledge along with the right property investment advice, education and support to help you achieve your specific goals.

When you work with CODE Wealth, you have peace of mind knowing that the property investment advice you receive is fully supported by appropriate education, accreditation, standards and professional indemnity insurance. We’re with you every step of the way...

CODE Wealth advisors have access to an independent platform created by Forrester Cohen International with tools to support modelling of opportunities from a large range of properties and can support the client’s consideration and choices with complete impartiality.

WELCOME TO             WEALTH

CODE

 

Strategy       -        Research        -        Property

We are a specialised Property Investment Advisory (not a real estate company) which follows a deliberate sequence with our service delivery of

Strategy – Research – Property.

 

Within this holistic approach we work with clients through a methodical six (6) step process which includes tailored advice, independent and quantified research; and the ability to source investment grade residential properties from an independent platform if so desired by our clients.

 

Importantly, despite Property Investment Advice not been formally regulated, CODE Wealth still very much operates as if this was the case. All advisors are accredited through the Property Investment Association of Australia (PIAA) and have Professional Indemnity Insurance with the only insurer in Australia to specifically cover Property Investment advice. This solidifies the fact we have successfully adopted a vigorous focus on compliance and adequate risk management.

 

Our business model embraces many of the fundamental standards outlined under the Future of Financial Advice (FoFA) guidelines

such as but not limited to;

 

 

 

 

 

 

 

 

 

 

 

CODE Wealth has the capability, framework, sophisticated modelling tools and experience to support your property investment goals with a team committed to achieving the right outcomes for our clients. Finding the right pieces with the right combination is ultimately what we do…

helping de-code the property investment puzzle!

Paul has an extensive background in the areas of business, finance and property investment. He has a proven track record as a result of successfully building three companies, holding state and national management positions in finance....

Helping to de-code the

Property INVESTMENT PUZZLE

"Being first time investors, the truth is we really didn’t know where to start. Thanks to Paul and his detailed advice and guidance, we were able to pave the way for our children’s future..."

Companies have responsibilities beyond just obeying the law and paying their taxes, because their activities have an overall impact on society.

A commitment to Corporate Social Responsibility recognises that companies should be accountable not only for their financial performance, but also for their impact on society...

Companies have responsibilities beyond just obeying the law and paying their taxes, because their activities have an overall impact on society. A commitment to Corporate Social Responsibility recognises that companies should be accountable not only for their financial performance, but also for their impact on society...

  1. Operating via a fee-for-service offering
  2. Full disclosure of fees and relationships
  3. Client support with complete impartiality
  4. Act in the best interests of the client
  5. Avoid conflicts of interest or disclose otherwise
  6. Provide a comprehensive fact-based Statement of Property Investment Advice (SoPIA)

We are a specialised Property Investment Advisory (not a real estate company) which follows a deliberate sequence with our service delivery of Strategy – Research – Property.

 

Within this holistic approach we work with clients through a methodical six (6) step process which includes tailored advice, independent and quantified research; and the ability to source investment grade residential properties from an independent platform if so desired by our clients.

 

Importantly, despite Property Investment Advice not been formally regulated, CODE Wealth still very much operates as if this was the case. All advisors are accredited through the Property Investment Association of Australia (PIAA) and have Professional Indemnity Insurance with the only insurer in Australia to specifically cover Property Investment advice. This solidifies the fact we have successfully adopted a vigorous focus on compliance and adequate risk management.

 

Our business model embraces many of the fundamental standards outlined under the Future of Financial Advice (FoFA) guidelines such as but not limited to;

 

 

 

 

 

 

 

 

 

 

 CODE Wealth has the capability, framework, sophisticated modelling tools and experience to support your property investment goals with a team committed to achieving the right outcomes for our clients. Finding the right pieces with the right combination is ultimately what we do…

helping de-code the property investment puzzle!

  1. Operating via a fee-for-service offering
  2. Full disclosure of fees and relationships
  3. Client support with complete impartiality
  4. Act in the best interests of the client
  5. Avoid conflicts of interest or disclose otherwise
  6. Provide a comprehensive fact-based Statement of Property Investment Advice (SoPIA)

We are a specialised Property Investment Advisory (not a real estate company) which follows a deliberate sequence with our service delivery of Strategy – Research – Property.

 

Within this holistic approach we work with clients through a methodical six (6) step process which includes tailored advice, independent and quantified research; and the ability to source investment grade residential properties from an independent platform if so desired by our clients.

 

Importantly, despite Property Investment Advice not been formally regulated, CODE Wealth still very much operates as if this was the case. All advisors are accredited through the Property Investment Association of Australia (PIAA) and have Professional Indemnity Insurance with the only insurer in Australia to specifically cover Property Investment advice. This solidifies the fact we have successfully adopted a vigorous focus on compliance and adequate risk management.

 

Our business model embraces many of the fundamental standards outlined under the Future of Financial Advice (FoFA) guidelines such as but not limited to;

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 CODE Wealth has the capability, framework, sophisticated modelling tools and experience to support your property investment goals with a team committed to achieving the right outcomes for our clients. Finding the right pieces with the right combination is

ultimately what we do…

helping de-code the property investment puzzle!

  1. Operating via a fee-for-service offering
  2. Full disclosure of fees and relationships
  3. Client support with complete impartiality
  4. Act in the best interests of the client
  5. Avoid conflicts of interest or disclose otherwise
  6. Provide a comprehensive fact-based Statement of Property Investment Advice (SoPIA)