Welcome to Module 2! In this module, you’ll gain a comprehensive understanding of InvestorKit’s mission, vision, and service offerings, as well as insights into the four primary client personas we serve. You’ll learn how our unique team-based approach spanning strategy, research, acquisitions, and client success works to deliver tailored, data-driven investment solutions that build long-term client relationships. Through practical tips and real-world examples, you’ll discover how to engage confidently with clients, understand their motivations, and foster trust, ultimately empowering you to provide a consistent, exceptional client experience that aligns with InvestorKit’s core values. 😊
Table of Contents
The InvestorKit Brand and Vision:
InvestorKit was founded in 2017 by Arjun Paliwal, with the mission to help clients “Invest with confidence, outperform the market, and build a high-performing property portfolio.” This mission drives everything we do. In fact it’s even reflected in our mission and vision statements:
Mission:
To improve the lives of our clients by helping them invest with confidence, outperform the market and build a high performing property portfolio.
Vision:
To be the most trusted, data-driven Buyers Agency for successful business owners & professionals looking to scale their portfolios.
To achieve this we’ve developed an agency model with dedicated experts in each core division: strategy, research, acquisitions, and client success. You’ll get to know these divisions in greater detail, but the key is that to be industry-leading, we believe in a team approach—no single person handles every step of the client journey.
Through podcast insights, monthly white papers, blog posts, and the team regularly sharing valuable property investment knowledge, we focus on educating the Australian public to make data-backed decisions when it comes to property investing.
At InvestorKit, our focus isn’t just on profit margins. If it were, we’d run a very different model. Instead, we’re committed to investing back into the business, resources, and our people. We know that when our people are happy, fulfilled, and supported, it leads to outstanding client experiences.
What drives us?
Watch the below video to get a great idea of what we do, why we do it and how we deliver such outstanding results for our clients.
The InvestorKit Service Offerings
For us at InvestorKit, knowing our service offerings inside and out is essential to delivering the best experience possible. Here’s why it matters:
- Creating a Consistent Client Experience - When every team member understands our full range of services, clients receive a seamless experience across all touch points. No matter who they’re speaking with, they feel assured that InvestorKit has them covered.
- Strengthening Collaboration Across Teams - Knowing our services means we can support each other better. When everyone has a clear picture of what we offer, it makes collaboration smoother, helping us achieve client goals together.
- Building Trust and Confidence with Clients - Clients want to know they’re working with a team that’s knowledgeable and aligned. When we all understand what we offer, we can confidently communicate the value of our services, strengthening client relationships and building trust.
- Spotting Opportunities for Added Value - When we’re all familiar with InvestorKit’s offerings, we can recognise when a client might benefit from an additional service, allowing us to proactively add value to their journey.
- Aligning with Our Mission and Values - Knowing our services keeps us all aligned with InvestorKit’s mission. It reminds us why we’re here: to help clients achieve their financial aspirations. Understanding how each service contributes to that mission makes our work more meaningful and keeps us motivated to give our best.
Break down of our services
Click on each of our four service offerings to learn more about what they are and how much we charge.
Residential Buyer’s Agency Service:
Our Full Property Acquisition Service is the foundation of what we offer and will be the primary service you’ll be selling. It’s an end-to-end solution designed to guide clients through every stage of their property investment journey—from building a strategy tailored to their circumstances, to securing the right property, and supporting them all the way through to settlement and beyond.
We focus on buying assets in growth markets, which are low maintenance and easily tenanted.
What the Service Entails:
Strategy Session & Dedicated Strategist:
The first step in the process is a personalised strategy session. Clients are paired with a dedicated strategist who creates a custom plan tailored to their financial situation and property goals. This strategy forms the foundation of the property search.
Dedicated Client Success Team:
After the strategy is established, the client is supported by a dedicated client success team. This team manages the entire journey, ensuring every step is handled smoothly, from onboarding to post-settlement.
Property Acquisition:
Once the strategy is in place, a property acquisition analyst steps in to find and secure the right property. They work directly with the client’s strategist, leveraging their market knowledge and negotiation skills to source properties that align with the strategy. Project managing the entire purchasing experience with the client success team i.e coordinating pest and building inspection, project managing any repairs needed to the property.
Access to Award-Winning Research:
Clients gain full access to InvestorKit’s award-winning market research, which keeps them informed and empowers them to make data-driven decisions. This research is regularly updated to ensure the best insights.
Annual Portfolio Reviews & Valuations:
Our relationship doesn’t end with the purchase. Clients receive free annual portfolio reviews and valuations to help them stay on track, adjust their strategy, and continue growing their portfolio year after year.
Why Would Somebody Need This?
Many people struggle to link their investment goals with the strategy required to achieve them. They might know they want to invest in property but aren’t sure how to get from point A to point B. This is where we come in. We clarify what’s needed from the property, what we’ll handle, and what they need to do. This way, clients understand when it’s the right time to buy, when to hold, and how to decide on their next move.
The Importance of Research
With over 15,000 suburbs in Australia, choosing the right area is vital. A well-selected area that sees growth allows clients to access their equity sooner, enabling quicker moves and further investments. It’s about getting the timing and location right to maximise returns.
The Role of Our Client Success Team
Every property purchase teaches a lesson, and we’ve learned from thousands of transactions. Our client success team uses this experience to manage the entire process smoothly, ensuring that clients don’t have to worry about the complexities of property buying. From onboarding to settlement, we’ve got it covered.
Specialised Property Acquisition Analyst
In competitive markets, securing a great deal requires more than just basic know-how. Our analysts are experts in specific markets, utilising their deep understanding and network connections to give clients an edge. They do what’s necessary to stand out and secure properties that align with the client’s strategy.
Why Clients Turn to Us
Most people don’t have the time or expertise to navigate these competitive markets on their own. Property investment is one of the most critical and costly decisions they’ll make, and they need to get it right. That’s why they come to us—to ensure they make informed, strategic decisions that set them up for success.
Cost for service
- Full Service Fee: $22,000 (incl. GST) (Updated FY25/26)
- $11,000 retainer upfront to begin the process.
- $11,000 upon property going unconditional.
- Repeat Residential Purchase:
- Repeat client fee: 10% discount on New Client Fee ($19,800)
- The new 10% repeat discount only applies to clients who’ve signed on under the new $22k model. All other existing clients are still on the legacy repeat rate of $15k (inc. GST).
- Fee: $15,000 (incl. GST) for repeat clients who signed their first agreement prior to July 1st 2025
- This pricing is not indefinite but reflects our commitment to offering discounts for loyal clients.
Commercial Buyer’s Agency Service:
Commercial property is ideal for investors seeking high-yielding assets. These properties often come with higher value and net yields, meaning the tenants cover the outgoings. However, they also carry greater risk—if a property becomes vacant, it can take longer to secure a new tenant compared to residential properties.
At InvestorKit, we’ve always operated in the commercial space, but we’re now rapidly gaining recognition as elite operators. Commercial property investment differs significantly from residential; it’s less about location data and more about finding the right deal. Our focus is on securing high-cashflow, low-risk opportunities for experienced investors or those with substantial capital.
We specialise in medical and industrial properties, targeting yields between 5% and 6.5%. This range is considered a safe zone for our investors, as higher yields generally come with increased risk. Our approach balances strong returns with smart risk management.
What the Service Entails:
Strategy Session & Dedicated Strategist:
As with residential, each commercial client starts with a strategy session tailored to their financial goals. A dedicated strategist works with them to develop a custom strategy designed around their capital, risk appetite, and long-term objectives.
Dedicated Client Success Team:
Throughout the process, the client is supported by a dedicated client success team. This team ensures that every step—from strategy to acquisition and beyond—is handled seamlessly, keeping the client informed and engaged.
Commercial Buyer’s Agent:
In commercial, the focus shifts to securing the best deal rather than just location metrics. Our dedicated Commercial Buyer’s Agent uses their expertise in commercial real estate to source, negotiate, and secure properties that align with the client’s strategy, focusing on cash flow and security.
Annual Portfolio Reviews & Valuations:
Just like our residential services, clients benefit from free annual portfolio reviews and valuations, helping them track progress and ensure their commercial investments remain aligned with their goals over time.
Why It Matters:
In commercial property, every deal is unique, and our role is to guide clients through the intricacies of these larger, more complex investments. By providing expertise at every stage, from strategy creation to deal negotiation, we ensure clients receive the highest cashflow deals while minimising risk—setting them up for continued success in the commercial property space.
What does it cost?
- New Clients
- Initial Fee: $10,000.
- Second Fee: 2% incl. GST of purchase price payable at unconditional minus first fee
- Repeat Clients
- Initial Fee $10,000.
- 1.6% incl. GST of purchase price payable at unconditional minus first fee
- New Minimum Requirements:
- $2M+ minimum buying budget
- $700k+ minimum cash/equity requirement (30% deposit / 5% costs)
- Strategy Team Exception:
- Minimum $500k+ cash/equity where clients can achieve 80% commercial lending
Here are a few podcasts to help wrap your head around commercial property!
Portfolio Strategy Only Service: (No longer offered)
A popular service for those unsure of what their next step for property investing is. This service is a 1.5 hour session with one of our strategists where the client inputs their data, what they own, what they earn, what they’re savings and what their household costs are.
We then evaluate their portfolio, the trajectory they’re on and assess whether they are on track for their goals. We then map out multiple trajectories/scenarios to show them what acquisitions/portfolio moves are required for them to achieve their goals.
- 1.5 hour session with the portfolio strategist
- One follow up 30 minute session
- Ongoing access to the software for the client to update and change their scenarios/model out different strategies themselves.
At InvestorKit, the Full Buyer’s Agency Service is always the priority when selling to potential clients. This comprehensive service is designed to provide maximum value and support throughout the entire property investment journey—from strategy to acquisition and beyond. Our aim is to guide clients through every step, ensuring they make informed decisions and achieve their long-term investment goals
What does it cost?
- Total Fee: $3,300 (incl. GST), paid upfront.
• If the client proceeds to a purchase within 12 months, this amount is deducted from the full-service cost.
Research Only Service: (No longer offered)
Our Research-Only Service is a key offering that allows clients to access our valuable property market insights without committing to the full buying service.
What the Service Entails:
Access to InvestorKit’s Market Research:
Clients get full access to all of our detailed and up-to-date market research. This research covers a broad range of data, including suburb trends, growth forecasts, rental yields, and key property indicators across Australia.
90-Minute Strategy Session:
As part of the service, clients also get a 90-minute session with one of our strategists. This is where the magic happens:
The strategist helps the client interpret their chosen regions, breaking down the data to ensure they fully understand the insights relevant to their goals.
During this session, the strategist works with the client to create a purchase brief, helping them focus on areas that align with their strategy and providing tailored suburb advice.
Tailored Experience: This service is designed to offer a personalised touch, even though it’s research-focused. The session allows us to offer specific advice, ensuring the client leaves with a clear understanding of where to focus their property search.
This service gives clients the tools and guidance they need to confidently explore investment opportunities on their own, while still benefiting from our expertise.
What does it cost?
- Total Fee: $2,200 (incl. GST), paid upfront.
• If the client proceeds to a purchase within 12 months, this amount is deducted from the full service cost.
Who buys our services?
Below are four primary client personas you’ll engage with daily.
Each slide offers a comprehensive breakdown of these personas, providing insights into their unique characteristics, motivations, and challenges. You’ll also find real sales call recordings—both setter and closer calls—giving you a firsthand experience of how these clients communicate and what they seek.
We’ll cover why we target each client type, along with practical tips for engaging with them effectively. By the end, you’ll have a deep understanding of the people you’ll be speaking with and how to tailor your approach to meet their needs.
Click on each client type to learn more
The Busy Professional:
The Conservative Couple
The Ambitious Climber
The Legacy Builder
Tips for engaging with our clients
- Showcase Expertise Without Overwhelming: These clients value expertise but often prefer actionable insights over extensive technical details. Be prepared to explain complex ideas in a straightforward way and focus on outcomes that align with their goals, rather than going too deep into the process unless they ask.
- Build Trust Through Transparency: High achievers are typically analytical and appreciate honesty. If there’s a limitation, a potential risk, or a realistic time frame for returns, be upfront. Transparency will help build trust and set you apart from other agents who might overpromise.
- Demonstrate Value Early: Time-poor professionals appreciate when you cut to the chase. Lead with value from the first interaction—whether that’s through sharing a tailored insight, highlighting relevant case studies, or focusing on how your service solves a specific problem for them.
- Position Yourself as a Partner, Not Just a Service Provider: Make it clear that, with InvestorKit, they’re not just hiring a buyer’s agent, but gaining a dedicated property team—including a strategist, research analyst, acquisition analyst, and client success manager—all working together to achieve their investment goals. • Highlight that this team-centric approach differentiates InvestorKit from competitors who may just offer basic services, while InvestorKit provides a full suite of expertise to ensure every decision is backed by data and strategy. • Reinforce that this tailored team is designed to manage all aspects of their property journey, giving them peace of mind and the ability to focus on their own career while the experts handle the heavy lifting.
- Mirror Their Communication Style: Some of these clients will be very direct and results-focused, while others may enjoy more detailed conversations. Match their tone and communication style to keep the conversation comfortable and productive. This will also make them feel heard and understood.
- Demonstrate Preparedness and Initiative: Always come to meetings prepared with relevant data, examples, or suggestions that reflect the specific challenges or goals we’ve discussed with them previously (Use the notes within ATTIO). Following up on any previous conversations or insights shows that you’re attentive and proactive.
- Show Interest in Their Success Beyond Property: While they’re here to discuss property investments, many successful professionals enjoy talking about their broader achievements. Acknowledging their career success or personal accomplishments demonstrates that you see them as a person, not just a client. Create a connection that goes beyond just the immediate transaction.
- Be Confident but Humble: These clients are often successful and may challenge your expertise. Confidence is key—but pair it with humility. If they ask a question you don’t have an answer to, don’t hesitate to say, “I’ll check that for you and follow up.” It shows integrity and competence.
- Be Solution-Oriented: When challenges arise (or when they test you), always bring the conversation back to solutions. Problem-solving is highly valued by goal-driven clients, so make sure to frame any issue or query in terms of how it can be addressed effectively.
- Follow Up Consistently: These clients are busy, and sometimes they might not get back to you right away. Consistent and professional follow-ups (without being pushy) keep you top of mind and reinforce your reliability.