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    Property Financial Plans

    Thing is, that sort of detail would be of perceived value only to those who already have property, and are actually going to buy more. The fees are not for the PLANS around land tax, structuring, tax and borrowing strategies, but in the fees for actually setting up the structures and getting the...
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    Property Financial Plans

    For general plans, the clients who need it won't be willing to pay for it. The clients who see the value, and would be willing to pay for it, won't need it. Isn't that why it's so hard to charge for these plans? Usually the plan is for free and planners, brokers, etc have to make their money...
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    Property Financial Plans

    What value would this sort of plan add compared to a simple excel spreadsheet projection? It's not difficult to calculate 'I want $50k income, assuming 3.5% net yield, I would need 1.4m property.' The same logic applies to retirement plans in general. There's little value in a plan that just...
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