Your Investment Journey With B.Invested
At B.Invested, we make property investment simple. Whether you’re buying your first property or building a full portfolio, our team guides you from your first conversation right through to settlement, and keeps supporting you long after.
Here’s what your journey with us looks like:
First Contact
Once you reach out, our team will contact you within 24 hours. We’ll get to know where you’re at, what you’re aiming for, and how we can help.
Discovery Session
We book you in for a Discovery Session with one of our Investor Relations Representatives. This is where we learn about your goals, financial position, and the strategy that suits you best.
Finance Check & Next Steps
After your Discovery Session, we’ll guide you through the finance process with our trusted finance partners, Zinger Finance. Whether you’re ready to go now or need a little prep, we’ll outline exactly what comes next.
Your Buyer’s Agency Agreement
When you’re ready to move forward, we’ll send you your Buyer’s Agency Agreement. Once the agreement is completed and payment is made, you’re officially onboarded as a B.Invested client.
Your MAP Session
Next, we book you in for your MAP Session, your personalised plan for building your portfolio. We break down your goals, the strategy behind your purchases, and what you can expect moving forward.
Deal Presentation
Once your MAP is complete, our team starts sourcing suitable investment properties for you. We send selected deals straight to your inbox and walk you through each opportunity.
Accepting a Property
When you accept a deal, we handle the handover to our contracts team and outline the entire contract and due-diligence process.
Exchange & Due Diligence
We guide you through building and pest inspections, solicitor communication, and all the key steps leading to exchange. You’re supported the whole way.
Unconditional Stage
When your property goes unconditional, we assist with:
- Landlord insurance
- Property management setup
- Finance preparation for your next steps
Settlement
At settlement, we celebrate your win, and prepare you for what comes next.
We’ll talk about refinancing, recycling equity, and your next move in the portfolio-building journey.
We also send you a quick request for a Google review or referral, a small favour that helps us empower more people like you.
Ongoing Support & Portfolio Growth
Your journey doesn’t end at settlement. We stay in touch every few months and help you book in with your broker or team to keep building your portfolio, whether that’s refinancing or teeing up the next deal.
This is how real portfolios are built, one strategic move at a time.
Ready to start your journey?
Book your Discovery Session and take the first step toward financial freedom.