🤷Who should I refer?
The short answer is: anyone who’s serious about investing and would genuinely benefit from what we do. That could be friends, family, colleagues, people you chat with at the gym, or even connections online who’ve been talking about property but aren’t getting the results they want.
That said, we’re not here to convince people who are just curious or browsing. The best referrals are people who are ready to take action, open to being led, and willing to trust a data-driven approach. If they’re stuck, unsure, or want a better way forward, and are ready to move, that’s a great referral.
If you’d like to learn in a lot more depth about the ideal InvestorKit client below is the 4 different ideal client avatars:
The Busy Professional
The Conservative Couple
The Legacy Builder
The Ambitious Climber
Alright, there’s a lot there but below is a more condensed copy.
🙋♀️What are the key traits of InvestorKit's ideal clients?
Not every investor is the right fit, and that’s okay. The best outcomes happen when the right person meets the right service. So before making a referral, it’s worth thinking about what kind of clients we do our best work with. These are the ones who get results, enjoy the process, and refer others back our way.
Open to being led
They trust the process, lean on our expertise, and follow the guidance we give them.
Data-driven decision makers
They understand the value of research and let the numbers guide their choices—not emotions or headlines.
Treat it like a business
They know this is an investment, not a dream home. They focus on return, not granite bench-tops.
Ready to take action
They’re not stuck in analysis paralysis. They know time in the market matters and are prepared to move forward when the right opportunity comes.
Long-term focused
They’re thinking about wealth creation, not a quick flip. They understand growth takes time and trust the strategy behind it.
🙅♂️ What are the traits of clients we don't necessarily want to work with?
Emotion-led buyers
They treat it like a personal purchase, getting caught up in floorplans, colours, or “gut feel” rather than investment logic.
Want to control the process
They push back on recommendations, override research-backed decisions, and want to lead instead of being led.
Not ready to take action
They’re perpetually “just looking” or need months to think before making a move, which stalls progress and wastes time.
Chasing hot tips
They’re after the next “booming” suburb or a short-term win, not a long-term portfolio strategy.
Struggle with trust
They second-guess everything, constantly need reassurance, and don’t trust the team or the data behind the recommendations.
Disengaged or unresponsive
They don’t attend consults, ignore follow-ups, and delay the process—making it difficult to get momentum or results.
So before referring, ask yourself: Is this the right person for InvestorKit?
Is this someone who’s open-minded, ready to take action, and trusts experts to guide them?
If yes, you might just be introducing them to one of the best decisions they’ll ever make.
And if not? That’s okay too. Timing is everything. When they’re ready, we’ll be here.
🤷Who should I refer?
The short answer is: anyone who’s serious about investing and would genuinely benefit from what we do. That could be friends, family, colleagues, people you chat with at the gym, or even connections online who’ve been talking about property but aren’t getting the results they want.
That said, we’re not here to convince people who are just curious or browsing. The best referrals are people who are ready to take action, open to being led, and willing to trust a data-driven approach. If they’re stuck, unsure, or want a better way forward, and are ready to move, that’s a great referral.
If you’d like to learn in a lot more depth about the ideal InvestorKit client below is the 4 different ideal client avatars:
The Busy Professional
The Conservative Couple
The Legacy Builder
The Ambitious Climber
Alright, there’s a lot there but below is a more condensed copy.
🙋♀️What are the key traits of InvestorKit's ideal clients?
Not every investor is the right fit, and that’s okay. The best outcomes happen when the right person meets the right service. So before making a referral, it’s worth thinking about what kind of clients we do our best work with. These are the ones who get results, enjoy the process, and refer others back our way.
Open to being led
They trust the process, lean on our expertise, and follow the guidance we give them.
Data-driven decision makers
They understand the value of research and let the numbers guide their choices—not emotions or headlines.
Treat it like a business
They know this is an investment, not a dream home. They focus on return, not granite bench-tops.
Ready to take action
They’re not stuck in analysis paralysis. They know time in the market matters and are prepared to move forward when the right opportunity comes.
Long-term focused
They’re thinking about wealth creation, not a quick flip. They understand growth takes time and trust the strategy behind it.
🙅♂️ What are the traits of clients we don't necessarily want to work with?
Emotion-led buyers
They treat it like a personal purchase, getting caught up in floorplans, colours, or “gut feel” rather than investment logic.
Want to control the process
They push back on recommendations, override research-backed decisions, and want to lead instead of being led.
Not ready to take action
They’re perpetually “just looking” or need months to think before making a move, which stalls progress and wastes time.
Chasing hot tips
They’re after the next “booming” suburb or a short-term win, not a long-term portfolio strategy.
Struggle with trust
They second-guess everything, constantly need reassurance, and don’t trust the team or the data behind the recommendations.
Disengaged or unresponsive
They don’t attend consults, ignore follow-ups, and delay the process—making it difficult to get momentum or results.
So before referring, ask yourself: Is this the right person for InvestorKit?
Is this someone who’s open-minded, ready to take action, and trusts experts to guide them?
If yes, you might just be introducing them to one of the best decisions they’ll ever make.
And if not? That’s okay too. Timing is everything. When they’re ready, we’ll be here.