With Stepping Stone, there’s no such thing as a one-size-fits-all approach. We’re all about tailored strategies and loyal relationships. Think of us as your personal investment property mentoring team – who stay by your side, every step of the way.
Our process begins with a collaborative, one-on-one consultation. The aim of this session is to get a clear picture of your financial situation and long-term goals – so we can create a property investment strategy that’s tailored to you.
Next, we present you with a comprehensive property investment plan, supported by robust financial forecasts. This plan will illustrate how investing in property can help you reach your unique goals.
We also walk you through your options in a language you understand, so you can make clear, informed decisions. And if required, we’ll revise your strategy until you’re 100% confident it’s right for you.
Once you’re comfortable with the plan and decide to proceed, we help you find appropriate new properties to match your budget and strategy.
Although we’re always here to be your guide, the final decision always rests with you.
At this stage, we also connect you to our trusted partner network – which includes mortgage brokers, financial planners and property lawyers – to ensure a seamless purchase experience.
To become a successful investor, you need more than the right property. You also need the right experts around you. That’s why we encourage you to take advantage of our trusted network. Our partners will provide you with the expertise you need throughout your property investment journey.
Choosing the right mortgage broker is critical to your long-term financial success. You want a broker who has proven loan structuring experience – and expertise in building a property investment portfolio from a finance perspective.
At Stepping Stone, our partner mortgage brokers hold these key attributes.
Investing in property should be viewed as just one element of your overall financial plan.
Through a reputable licensed financial adviser, you can ensure all other aspects of your financial wellbeing are in order – including superannuation, insurances and investment diversification. It’s all about reducing risks while maximising returns.
Although there are many accountants, we only partner with those who advocate and understand the value of building wealth through property.
You need an accountant who applies a holistic lens, considers your long-term financial goals and has the expertise to help you maximise your return on investment.
When purchasing property, you need property lawyers or conveyancers to help manage the contractual process and clarify your legal rights.
Stepping Stone can introduce you to trusted legal professionals who know how to interpret the fine print – and protect your financial interests.
The first step to successful, low-stress property investing is purchasing the right property. The second step is finding the right property manager.
Stepping Stone can often connect you with reliable, experienced property managers. These professionals will save you the time and hassle of finding tenants, handling rent, maintaining your property and responding to any emergencies that may arise.
We primarily recommend new house and land solutions that have been designed specifically for investors. And we hold close relationships with reputable builders and developers in this niche.
Choosing a credible builder or developer is critical to creating a successful portfolio. You want a seamless process, quality workmanship, competitive fixed pricing and a turn-key solution.
Steve Boyd is the Founder and Director of Stepping Stone.
An avid property investor for almost 20 years, Steve is deeply familiar with and passionate about the wealth-building power of property.
With formal qualifications and significant wealth creation experience, Steve founded Stepping Stone to help new and seasoned property investors create wealth – and create more choices in their lives.
Steve brings a highly personable and down-to-earth approach to every consultation.
At Stepping Stone, we focus on building wealth through new properties – primarily house and land solutions in high-growth areas. These properties offer a range of benefits including significant stamp duty savings, maximum depreciation, lower maintenance costs, greater tenant appeal and higher rental income.
But if a different property type is more suited to you, we have the expertise and resources to help you secure them too.
Honest, considered and professional. These attributes underpin all we do. By being clear and open with you from the start, you can be sure that we always have your best interests at heart.
Extremely proactive and driven, we’re always ready to put in the hard work to save you time and deliver optimum results.
Then let’s get started. At Stepping Stone, we’ll help you make smarter property investments – and create the future you’ve always wanted.
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