Are you working with clients looking to get into property?
Here's an email I wrote to a client today.
Hi,
Just a quick note following up from last week.
You mentioned your HMO project. The Academy is familiar with the pitfalls in this market, as we specialise in financial planning of all assets, not just regulated investments.
You may come across Property 118.
Tempting, isn't it? By working with a non-intermediating financial planner, you get an expert on your side of the table. Or should I say a team of experts?
We show you the other side of the coin. Take a look at this challenge:
If you want a team like mine on your side as you explore your new venture, I would be very happy to work with you.
I have a service called "MosaicCFO Hub". This allows you to tap into a panel of independent experts in any area of interest. MosaicCFO Hub: Your Personal Financial Architect | Academy of Life Planning (aolp.shop)
I look forward to hearing back from you with your thoughts when you are ready.
Best wishes,
Steve Conley