Building a property portfolio is more than just accumulating assets – it’s about shaping your future.
Our strategic property planning service is designed to help you shape a secure and fulfilling future through comprehensive goal-setting, tailored financial strategies and informed property decisions.
Guided by industry veterans Pete Wargent and Reece Marini, you’ll have access to exceptional market insight and extensive experience, ensuring every step leads you closer to your ideal lifestyle.
Meet Your Advisors
Pete Wargent, FCA, QPIA®
Pete Wargent’s extensive qualifications and diverse background set him apart as a strategic thinker and seasoned expert in property investment.
A Fellow of the Institute of Chartered Accountants (ICAEW) with an Honors degree in History, Pete blends analytical rigour with long-term vision. His credentials include a Diploma in Financial Services, a Graduate Diploma in Applied Corporate Governance, and professional training in journalism.
Pete is a licensed real estate agent in NSW and QLD, a REINSW member, and a qualified property investment adviser (QPIA®). With this comprehensive skill set, Pete ensures that every recommendation is rooted in sound financial practice and deep market understanding.
Reece Marini, AdvDip FP, QPIA®
Reece Marini’s professional journey spans over a decade in financial services, including 10 years as a financial adviser—5 of those with PKF Wealth, a respected mid-tier firm specialising in high-net-worth clients. This extensive experience uniquely positions Reece to craft sophisticated wealth strategies for discerning investors.
Holding both a Diploma and an Advanced Diploma in Financial Services (Financial Planning), Reece pairs in-depth financial experience with strategic property guidance. As a Qualified Property Investment Adviser (QPIA®) and a Licensed Real Estate Agent in NSW, he provides tailored, forward-thinking advice to help clients achieve their property and lifestyle goals.
Our Strategic Property Planning process begins by understanding your financial landscape and long-term aspirations.
Through close collaboration, we develop your Property Strategy Plan (PSP). This bespoke plan considers every element of your property journey, from cash flow management and growth forecasting to risk mitigation and exit strategies.
The result is a high-performing, resilient portfolio that deliver above market returns.
Comprehensive Analysis & Customised Strategies
ASSESSING YOUR FINANCIAL LANDSCAPE
We conduct a thorough analysis of your current position, identifying opportunities, constraints, and avenues for growth.
VISION AND GOALS
We ensure that every investment contributes to achieving your long-term objectives by aligning property choices with your lifestyle aspirations.
Investment and Financial Roadmap
PROPERTY PORTFOLIO STRATEGIES
We customise strategies from high-growth residential opportunities to diversified asset classes to fit your risk tolerance and timeline.
FINANCIAL INDEPENDENCE
We determine the asset base and annual income required to secure your ideal future, guiding you toward long-term wealth and stability.
Scenario Analysis and Investment Planning
SCENARIO ANALYSIS
We present a range of scenarios—conservative to aggressive—so you can compare potential outcomes and choose the path that best aligns with your comfort level.
Long-Term Strategy & Ongoing Support
FUTURE-PROOFING YOUR PLAN
As markets shift and personal circumstances evolve, we provide regular reviews and adjustments to keep your strategy on track.
EXPERT GUIDANCE ON DEMAND
Our team remains accessible, ensuring that your investments reflect your changing goals and deliver enduring value.
