At InvestorKit, our mission is simple: help everyday Australians invest with confidence, outperform the market, and build high-performing property portfolios. To deliver on this, we’ve built a specialised agency model with four dedicated divisions: Strategy, Research, Acquisitions, and Client Success.
Here’s how the client journey unfolds:
Step 1: Discovery Call
- The journey starts when a prospect books a 15-minute discovery call with one of our Property Consultants.
- This call helps us understand where they’re at in their property journey and whether InvestorKit is the right fit for their goals.
Step 2: Strategy Consultation
- If there’s alignment, we book them in with a Senior Property Consultant for a deeper dive.
- This session includes a full overview of our service, how we work, and a discussion about partnering together.
- If both parties agree to move forward, the paperwork is completed to officially kick off the partnership.
Step 3: Onboarding & Access
- Clients are onboarded to their personalised client portal, gaining access to:
- Exclusive market research
- Educational videos
- Tools to help interpret our region and property reports
Step 4: Client Success Allocation
- A dedicated Client Success Manager is assigned to ensure smooth communication and milestone management throughout the process.
Step 5: Portfolio Mapping
- The client is paired with their Property Strategist.
- Together, they analyse the client’s financial position, define their goals, and build a custom property strategy designed for long-term portfolio growth.
Step 6: Property Brief Creation
- The strategist prepares a custom property brief, outlining the ideal purchase criteria for the client’s next investment.
Step 7: Acquisitions Search
- The brief is handed to our Acquisitions team who begin sourcing properties through agent networks, on and off-market channels.
- Every property is assessed against our 21-point due diligence checklist—95% of properties don’t make the cut.
Step 8: Property Presentation
- If a property passes due diligence, we compile:
- Photos and videos
- Research reports
- Risk assessments and cash flow models
- We then walk the client through the opportunity in a detailed property presentation.
Step 9: Negotiation & Contract
- If the client proceeds, our Acquisition Analyst negotiates on their behalf.
- If we secure the property within budget, we support contract preparation, building and pest inspections, and final approvals.
Step 10: Purchase & Property Management
- Once the property goes unconditional, we:
- Introduce a trusted local Property Manager
- Assist with the rental campaign
- Liaise with lawyers and lenders to manage the settlement process
Step 11: Post-Purchase & Ongoing Strategy
- Once tenanted, we reconnect the client with their strategist to:
- Review performance
- Plan the next move
- Continue building toward financial freedom
At InvestorKit, we've created a comprehensive 11-step journey that guides clients from their initial discovery call through to building a successful property portfolio. Our specialist teams across Strategy, Research, Acquisitions, and Client Success work together to deliver a seamless experience. Each step is carefully managed by experts in their field, ensuring our clients receive professional guidance and support throughout their entire investment journey. This systematic approach helps everyday Australians achieve their property investment goals while maintaining the highest standards of service and expertise.