When Building wealth, sometimes your portfolio requires assets that are classified as specialised investments. These investments can deliver improved outcomes, but they need to be carefully assessed in conjunction with your risk tolerance, capital reserve, personal goals, income, taxation plan and liquidity needs. Examples of these services include:
- Residential property
- Land Development
- Structured Products
- Commercial Property
For certain client segments, Principal partners has been able to successfully deliver outcomes in the enhanced wealth space over the past 15 years.
In summary, our services in this sector have provided our clients with more diversified investment opportunities over that of our competitors.
Principal Partners has a number of key parties with whom we undertake joint ventures to provide opportunities in certain classes of property investment.
Our history in this regard extends back now over 14 years. Some of our present and recently completed projects are:
Chapters Apartments, University Hill Bundoora – 95 residential apartments completed July 2015 in conjunction with Goldfields
Shell/Coles Express Service Station, Coffs Harbour – completed August 2015 by Retail Fuel Group (Principal Partners, Goldfields, Broaden)
- The Village Cheltenham (VIC) 170 apartments
- 525 High St, Prahran (VIC)
Residential Land Estates
- Bridgewater Estate, Rockbank (VIC)
- Trillium Estate, Mount Ridley (VIC)
- Glendinning (NSW)
- Coffs Harbour (NSW)
- Biggera Waters (QLD)
- Queanbeyan (NSW)
- Sebastopol (VIC)
- Altona (VIC)
- Warrigal (VIC)
- Mudjimba (QLD)
Please note, our Enhanced Wealth Opportunities are only available to wholesale/sophisticated investors.
Call 03 8320 4646 today to see how we can help
Principal Partners put your needs first and proactively seek to build a solid asset base that will meet your financial and lifestyle goals.