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The Team Needed for Successful Property Investment

Property investment can be a tricky process to navigate, which is why it’s essential to have trusted experts on your team to make the journey as easy as possible.

I’ve put together a handy list of who you need and what their roles are to ensure your investment success.

Mortgage Broker

I have a panel of Oli-approved independent mortgage/finance brokers on hand to help you. Their job is to understand your financial position so they can recommend the best bank to match your personal needs.

There can be quite a bit of variety between banks: some are more conservative than others, more reasonable, require more financial information, or take a long time to approve a loan.

Furthermore, a bank’s appetite to lend money changes from time to time, especially if they’re trying to expand their market share. It’s a mortgage broker’s job to know which bank is more active with better deals on offer.

A good mortgage broker will determine what the best structure is for you. This might not all be about the lowest rate of interest paid on the loan, but rather the ability to borrow more and fast tracking your ability to get that next investment property.

Again, it all comes back to your personal circumstances.

They’ll also understand what all the numbers mean such as rent, expenses like council rates, and lenders mortgage insurance, if applicable. Think of them like a top surgeon, here to look after your financial health.

Tax Accountant

It’s the tax accountant’s job to make sure the structure of ownership, legal entity or name on the title that owns your property protects your best long-term interests. When determining the structure of ownership, they will prepare the legal documentation required to be signed in conjunction with a specialist tax lawyer. This ownership structure can be set up as a company, family trust or self-managed super fund, to name a few.

A tax accountant will also maximise your allowable tax deductions and legal protections afforded to you, including lodging your yearly tax return to ensure you are receiving your maximum returns.

Buyer’s Agent

A buyer’s agent represents the buyer. They’re great for time-poor buyers and even better for those buyers that lack real estate knowledge.

The agent typically researches the area targeted for purchase and advises the buyer which properties are available that suit their brief, along with the price range that they should expect to pay.

Real Estate Agent

A real estate agent, on the other hand, is a seller’s representative. It’s their job to market the property and always sell at the highest possible price, whilst acting ethically to both buyer and seller during negotiations.

These negotiations can be time consuming and stressful, which is part of the reason Oli exists – to equip you with the right tools and knowledge to take the stress out of the buying process!


A solicitor or conveyancer is your legal representative; which one you use depends on the complexity of the transaction.

I have a panel of experienced legal representatives (lawyers, solicitors or conveyancers) that can be recommended upon request. Depending on the complexity, type, size and location of the property, you’ll be presented with three independent legal representative options for your consideration.

You’re not obligated to use any of my recommendations of course, although keep in mind that preferential pricing has been negotiated on your behalf!

Property Manager

As an investor, you can either manage the property yourself or leave it in the capable hands of a property manager. A property manager will liaise with your tenant, collect rent on your behalf, manage maintenance requests and fill vacancies.

Oli has an approved panel of property managers on hand to represent your best interests and offer a professional and pleasant experience, if you choose to go down this path. Our panels of professionals will ensure your asset is well-maintained and cared for, see a great return and not fall into decay.


And finally, me, Oli. If you've ever felt overwhelmed by the complexities of investing in property, Oli is here to simplify the journey for you.

With over 70 years of experience guiding thousands towards their financial goals, Oli's mission is clear: to empower you to invest intelligently and confidently.

By understanding your unique needs and leveraging data and market trends, Oli crafts personalised investment strategies tailored to your goals and lifestyle.

From selecting the right investment to managing every detail along the way, Oli's expert team ensures you can relax and watch your wealth grow. T

ake control of your financial future today with a discovery call and start building the life you've always dreamed of with Oli by your side.

Have any questions? Ask me in the chat!


Property investment can be a tricky process to navigate, which is why it’s essential to have trusted experts on your team to make the journey as easy as possible. I’ve put together a handy list of who you need and what their roles are to ensure your investment success.

This marketing material and its contents is provided for general information purposes only. No part of this marketing material constitutes any advice (financial, tax or otherwise), recommendation or representation to you as to any decision which you should make. You should not use any part of this marketing material to form the basis of any investment decision made by you. Before making any investment decision, you should take independent advice from a professional adviser which takes into account your individual needs and circumstances. All information, opinions and estimates contained in this marketing material are subject to change without notice. We disclaim to the greatest extent possible all liability whatsoever for any loss howsoever arising directly or indirectly from this marketing material or its contents.


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