To provide a highly professional and personalised property investment advisory service

To provide customised investment strategies, research methodologies and property choices.

To provide value and exceed expectations through a structured and educating framework.

 

OUR MISSION

 

OUR VISION

 

OUR VALUES

To help each and every one of our valued clients achieve their personal financial goals.

To become the benchmark and most trusted name in property investment advice.

To achieve a genuine client referral and repeat business percentage of 100%

VISION - MISSION                 

 

OUR Vision

CLIENT’S BEST INTEREST

  • We provide impartial advice

 

  • We have no direct commercial relationship with the seller/agent

 

  • We charge a fee-for-service for our expertise, advice, and research

 

  • We ultimately get paid by you so work entirely in your interest

 

  • In contrast many labelled ‘investment advisors’ are real estate licensed and consequently work in the seller’s best interest  

 

  • We may reimburse a portion of the fees pending the level of service

 

  • Bottom-line is we represent you with the advice and the purchase

PROFESSIONAL

  • Every CODE Wealth Property Investment Advisor is accredited and certified by the Property Investment Association of Australia (PIAA)

 
  • We use a consistent and proven CODE Wealth advice methodology called the Wealth Builder Blueprint

 
  • We have Professional Indemnity insurance as a result of our PIAA educational qualifications and CODE Wealth best practice business processes – providing you with trusted property investment advisors

 
  • We adhere to PIAA’s professional code of conduct – transparency, disclosure and avoidance of any conflicts of interest

FACT-BASED

  • We start by understanding your goals and current situation

     

  • We then devise a well-crafted plan that is optimised accordingly

     

  • We assist you in selecting a property from carefully sourced investment grade to suit your customised plan

     

  • We guide you in protecting your assets and provide annual reviews  

     

  • We eliminate the guess work by conducting the relevant due diligence

PLANNED

  • Our advice is underpinned by impartial research and analysis

     

  • We use independent sources of information and reference all sources in our advice to you within your plans

     

  • At every stage of our advice process we turn PHOG to FACTS:

     > PHOGPerception, Hearsay, Opinion and Guess

     > FACTSForesight, Analysis, Confirmed data, Test and Succes

 

  • Our objective is to simply provide you with the best and most related FACTS so you can make an informed investment decision

CODE WEALTH VALUES

WHAT THIS MEANS FOR YOU - THE CLIENT

"cODE WEALTH'S VALUES AND WHAT IT MEANS FOR YOU - THE CLIENT"

Vision - Mission

- VALUES