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Firms That We Recommend January 2017
Daily we are asked for referrals to businesses that specialise in a specific service, be it the name of a solicitor in Victoria for a conveyancing matter, or a property focused accountant. So we thought we’d put together a list for you of businesses that we personally recommend. Many of them have come to us via our clients. We’ve seen them do work for clients and we’ve been impressed by what they’ve done, so in turn we’ve referred other clients to them. It has taken us many years [and sometimes costly mistakes] to acquire these names. We hope you find this list of great value and that it helps fast track you to where you want to go. You’ll note that we’ve given you the person’s name with whom you should speak to. Like most businesses it’s the person and not the company you deal with, that can really make a difference, so be sure to ask for that individual.
SIDE NOTE: Trilogy DOES NOT receive any fees or kickbacks for recommending these businesses. We recommend them because they’re good at what they do and every single person on this list has been transacted with many times over. We deal with these people daily, they did not bribe their way onto this list. That said if you contact any of these people and they let you down, could you please email me. I’ll investigate and if necessary remove them from this list. [email protected]
Accountants Hardwicks Andrew has helped many clients to reduce their personal tax through property investing. He loves to see your hard earned cash stay in your pocket and not the tax mans! Some of the Trilogy team also use Hardwickes to help maximise their own property deductions. PoC – Andrew Snaidero: (02) 6282 5999 RSM Accounting Good for personal and small business tax advice. Again some of the Trilogy Team use RSM for their personal returns. PoC - Rhys Kyburz: (02) 6217 0300 Strategic Wealth Management Very good with complex trust structures and business accounting. If you’re pondering whether to use a Hybrid or a Discretionary trust or any other trust structure for that matter and you’re having trouble getting unbiased advice, perhaps talk to these guys; for a small fee they’ll help you decide. We have used and recommended Strategic Wealth Management since 2004. PoC – Nick Moustacas: (02) 9580 3353 VIISUM Pty Limited Unless you’re a high net worth individual, most accountants are pretty tardy in getting back to you, well except for Michael. He’s quick to reply to your email or phone calls, on top of this he started his career way back in 2001, so he saw the Global Financial crisis and what it did to the property sector. Did we mention that Michael loves property too? Michael is also the accountant for one of our top brokers too. PoC - Michael Miniutti: (02) 6268 0200
Builders E&L Projects Luke built a granny flat for one of our brokers, did a great job, workmanship, on time and on budget, and we believe he deserves a mention here in the Firms we recommend. So if you’re looking for a builder with > 15 years experience that does a good job give Luke a call. PoC - Luke Kercheval 0414870258 R.E.P Building Services Based here in Canberra they did the fit out of the Trilogy office, on time and on budget. PoC - Robert Paragalli: 0411 119 195
Buyers Agents NSW Your Empire Fee for Service Their focus seems to be on the eastern suburbs and lower North Shore. We’ve had a number of clients use Chris’ services over the years, and they’ve all had excellent outcomes. You’ll need a budget of >$800,000 to get the best from them though. They are very good at buying, project managing a renovation and selecting a managing agent for you. Full turnkey solutions for busy or interstate investors. You may have seen Chris on Sky Business where he hosts his weekly show called ‘Your Money Your Call’. PoC - Chris Gray (02) 9994 8944
NSW & QLD PMC – Property Consultants Fee for Service Every Trilogy client that has used PMC has been really happy with the outcomes. Biggest benefit we find with PMC is we can give them a brief of what you want and they will purchase to that brief. For example, you may be restricted in your amount of deposit to purchase a property but would like to buy another relatively quickly. So the
brief may be to buy under market value, do a small renovation and extract the equity to purchase again in the near future. Will’s focus is mainly the Sydney / Newcastle area and James’ focus is mainly the Brisbane / Toowoomba area. PoC - Will Hosking: 0411 860 407|James Freudigmann: 0435 807 759 QLD Property Searchers Fee for Service Based in Brisbane, and probably the longest running buyers advocacy there! We’ve used and recommended Scott since 2001. Scott is a brilliant negotiator and has done an exceptional job for many of our clients over many years. PoC - Scott McGeever (07) 3368 1604 Financial Planners Bravien Financial - Canberra Fee for Service We have found Bravien good for business advice on buy/sell agreements in a business partnership arrangement. Also good with exit strategies from full time employment into retirement. Logical, practical advice. PoC - Jeremy Gillman Wells: (02) 6215 8000
Envision Financial - Canberra Fee for Service Great boutique financial planning firm that specialises in Self Managed Super Funds and Risk Insurance. PoC – Luke Smith: (02) 6273 3118 Money Mechanics - Canberra Fee for Service Canberra based financial planner with great knowledge in using SMSFs to purchase direct property. PoC – Scott Malcolm: 1300 772 643
Insurance Brokers Capital Insurance Brokers Used by Trilogy since 2004, they do our business insurance and Workers Compensation. PoC – Fiona Eccles: (02) 6282 7666 Property Development Positive Property Strategies Based in Brisbane, we know them best for the joint ventures they have set up for budding developers. If you’re interested in partnering with some others for something bigger, then these guys have created some good outcomes for our clients over the years. PoC - Bob Andersen: 0407 757 493 or Ben Smith: 0423 255 461
These guys have a tough job, dealing with peoples complaints every day, be it the tenant or the landlord and are usually paid on the lower side of what they’re worth. We get asked regularly for a good property manager as so many Landlords are unhappy with theirs. As mentioned earlier, it’s the individual that you deal with and not the company and hence why we have given you the point of contact here.
PMC Property Management PMC Property Management takes a pro-active approach to property investing. They not only manage your property, but provide you with options on how to improve not only the rental return, but the market value of your asset. PoC - Amanda Deshong 0434 374 311 | [email protected]
Real Estate Agents
Because we’re in the ACT we only have Canberra Estate Agents listed. If you are looking to sell one of your properties interstate, don’t forget that a Buyers Agent can work on your behalf and interview a few selling agents for you. They know the good ones in their area.
Ray White Belconnen, ACT Troy is probably one of the nicest guys you’ll ever meet which is probably why he’s one of the highest selling Agents in this country under the Ray White banner. Troy has been selling Real Estate in Canberra since 1999. Not only is he a very personable person, he also has a shed load of experience which is what you’re looking for when you’re selling your home. He knows how to connect with the buyer and then guide them to the close. Andrew works with Troy and is equally as good. PoC - Troy Reddick: 0407 808 717 or Andrew Lonsdale: 0428 486 692 Solicitors
With conveyancing, you need to use a solicitor who is experienced in the law of the state where you’re buying the property. So if you’re buying a property in Victoria you’ll typically need to use a solicitor that practices in that state. Some solicitors are experienced in more than one state, most are not.
NSW & ACT
Legitimate Solutions Legal Local Canberra Solicitor, Trilogy have referred to James’ office since ~ 2004, we find him very good with residential conveyancing matters also. PoC - James King (02) 6162 3003
Local Canberra Firm who we regularly refer residential conveyancing work to. They’re good communicators, which many law firms fail to be. PoC – John Chamberlain (02) 6181 2902 McSpedden Harvey Local Solicitor more suited to commercial transactions like negotiating a commercial lease arrangement. PoC – Christine Harvey (02) 6281 0655 Trinity Law Michael is a nationally recognised leading property lawyer. Three time winner of the REIACT Solicitor of the Year, and immediate past Chair of the Law Council of Australia’s Australian Property Law Group, he is passionately interested in the evolution of real property laws, particularly in the areas of technology, e-conveyancing, and advising on legislative reform to achieve best practice nationally consistent law. Poc: Michael James (02) 6163 5050