Empire Financial Planning Information

Empire Property Planning grew from our own financial planning practice which was established in 1997. Back then, we did not assist clients in helping them invest in investment properties. Like most "good" financial advisory firms we simply referred our clients to various real estate agents with limited input from us. However, our clients were very disappointed with the results of this limited referral process (which was biased towards the seller and not the investor). So we decided it was time to be "great". Therefore, in 2003, we decided to directly assist clients in sourcing investment properties in order to meet their long term investment goals. We analysed the market and actively looked for firms we could refer our clients to who not just sold any old property that was on their listings but identified well researched investment property opportunities. This approach was extremely successful and popular with our clients as it was investor focused and not seller focused. And, since 2003, the demand for our services has only continued to grow significantly. Basically, our clients were thrilled that we were able to provide them with assistance in this asset class. As a result, our clients began to refer us to their family, friends and colleagues. Eleven years later, in 2014, Empire Financial Planning Pty Ltd was still providing holistic financial planning services and had over 500 clients with over $110 million funds under management. Also, at this stage, Empire had also assisted over 150 clients purchase over $72 million of investment property. As the demand from clients for assistance in sourcing and purchasing quality investment property increased, Empire made the decision to specialise in this area. Hence, Empire Property Planning Pty Ltd was established. Empire Property Planning not only deals directly with clients but also assists financial planners/advisers, accountants, solicitors, brokers and other financial professionals source investment properties for their clients. We help these professionals ...