A home for all your property wealth planning needs.
A home for all your property wealth planning needs.
A home for all your property wealth planning needs.
Most people know property builds wealth. Few have a clear plan for how to do it. We build you a personalised property wealth plan that maps out exactly when you can buy, how much you can borrow, and what it takes to reach your goals.
Most people know property builds wealth. Few have a clear plan for how to do it. We build you a personalised property wealth plan that maps out exactly when you can buy, how much you can borrow, and what it takes to reach your goals.
Our Solution
Our Values
Building your property portfolio with values that actually mean something
Building your property portfolio with values that actually mean something
From the way we review your finances to how we build your plan, our values guide every step.
GUIDANCE
Building a property portfolio without a plan is like driving without a map. We give you a clear, personalised roadmap so you always know what to buy, when to buy, and how to get there.
GUIDANCE
Building a property portfolio without a plan is like driving without a map. We give you a clear, personalised roadmap so you always know what to buy, when to buy, and how to get there.
OPPORTUNITY
Property wealth is about more than the next purchase. We look at your full financial picture to identify every opportunity to maximise your borrowing capacity and leverage your existing equity.
OPPORTUNITY
Property wealth is about more than the next purchase. We look at your full financial picture to identify every opportunity to maximise your borrowing capacity and leverage your existing equity.
ACCOUNTABILITY
A great plan means nothing without follow-through. We review your progress, adjust your strategy as your circumstances change, and stay with you for the long haul.
ACCOUNTABILITY
A great plan means nothing without follow-through. We review your progress, adjust your strategy as your circumstances change, and stay with you for the long haul.
LENDER ACCESS
With access to 30+ lenders, we make sure your portfolio is always structured with the right finance - competitive rates, smart structures, and loans that support your long-term wealth goals.
LENDER ACCESS
With access to 30+ lenders, we make sure your portfolio is always structured with the right finance - competitive rates, smart structures, and loans that support your long-term wealth goals.
STRATEGY
Effective property wealth planning is about milestones, not just aspirations. We combine your goals with a detailed financial model so every decision you make is backed by data and a clear path forward.
STRATEGY
Effective property wealth planning is about milestones, not just aspirations. We combine your goals with a detailed financial model so every decision you make is backed by data and a clear path forward.
Our Solution
Our Values
Building your property portfolio with values that actually mean something
From the way we review your finances to how we build your plan, our values guide every step.
GUIDANCE
Building a property portfolio without a plan is like driving without a map. We give you a clear, personalised roadmap so you always know what to buy, when to buy, and how to get there.
OPPORTUNITY
Property wealth is about more than the next purchase. We look at your full financial picture to identify every opportunity to maximise your borrowing capacity and leverage your existing equity.
ACCOUNTABILITY
A great plan means nothing without follow-through. We review your progress, adjust your strategy as your circumstances change, and stay with you for the long haul.
LENDER ACCESS
With access to 30+ lenders, we make sure your portfolio is always structured with the right finance - competitive rates, smart structures, and loans that support your long-term wealth goals.
STRATEGY
Effective property wealth planning is about milestones, not just aspirations. We combine your goals with a detailed financial model so every decision you make is backed by data and a clear path forward.
With over 60+ lenders on our panel, some you've never heard of.
As a mortgage broker, we are governed by our 'Best Interest Duty', which ensures that we are looking out for you, your needs and goals versus a banks bottom line.
TOP LENDERS WE WORK WITH
Our Services
Property wealth planning services built around your goals.
From your first investment property to a full portfolio, we build the plan and source the finance to get you there.
Property Wealth Planning
We build a detailed, personalised property wealth plan based on your income, expenses, assets, and goals so you know exactly what to save, when to buy, and how to get there.
Finance Review & Structuring
We review your current financial position, maximise your borrowing capacity, and structure your loans correctly so each property purchase builds on the last and sets you up for the next one.
Business Solutions
We review your current financial position, maximise your borrowing capacity, and structure your loans correctly so each property purchase builds on the last and sets you up for the next one.
Equity Leverage Strategy
If you already own property, there may be equity available to fund your next purchase. We show you how to access and use it effectively without overexposing your position.
Investment Loan Sourcing
We compare investment loans across 30+ lenders to find the right product for your strategy, whether that is interest only for cash flow or principal and interest to build equity faster.
Scenario Modelling
We run detailed financial models across different purchase timelines so you can see clearly what each path looks like and make confident decisions before you commit to anything.
Portfolio Reviews
A property plan is not set and forget. We review your portfolio regularly, track progress against your plan, and adjust your strategy as your goals and circumstances evolve.
Our Services
Property wealth planning services built around your goals.
From your first investment property to a full portfolio, we build the plan and source the finance to get you there.
Property Wealth Planning
We build a detailed, personalised property wealth plan based on your income, expenses, assets, and goals so you know exactly what to save, when to buy, and how to get there.
Finance Review & Structuring
We review your current financial position, maximise your borrowing capacity, and structure your loans correctly so each property purchase builds on the last and sets you up for the next one.
Equity Leverage Strategy
If you already own property, there may be equity available to fund your next purchase. We show you how to access and use it effectively without overexposing your position.
Investment Loan Sourcing
We compare investment loans across 30+ lenders to find the right product for your strategy, whether that is interest only for cash flow or principal and interest to build equity faster.
Scenario Modelling
We run detailed financial models across different purchase timelines so you can see clearly what each path looks like and make confident decisions before you commit to anything.
Portfolio Reviews
A property plan is not set and forget. We review your portfolio regularly, track progress against your plan, and adjust your strategy as your goals and circumstances evolve.
Our Solution
Most people want to invest in property. Few have a plan to do it properly.
The challenges most property investors face and exactly how we fix them.
Without Elephant
No plan to grow a portfolio
Unsure when or how much to borrow
Equity sitting idle
No clarity on structure or tax
No one keeping you accountable
With Elephant Advisory
A tailored property wealth plan
Full finance review, multiple scenarios
We put your equity to work
Advice that covers the full picture
Ongoing reviews, always on track
"At Elephant Advisory, we give you more than a loan. We give you a roadmap that shows exactly how to use property to build the financial future you actually want."
"At Elephant Advisory, we give you more than a loan. We give you a roadmap that shows exactly how to use property to build the financial future you actually want."
"At Elephant Advisory, we give you more than a loan. We give you a roadmap that shows exactly how to use property to build the financial future you actually want."
Our Peeps
Our Peeps
Our crew, is yours too.
It is easy to get lost in property opinions, market noise, and conflicting advice. We cut through it, focus on your individual numbers and goals, and give you a plan that is grounded in your reality.
FAQ
Let's clear a few things up.
No jargon, no runaround - just honest answers.
What is a property wealth plan and do I need one?
How do I know how many investment properties I can afford?
Can I use the equity in my current home to buy an investment property?
Is interest only or principal and interest better for an investment loan?
How often will you review my property wealth plan?
Do you only help with the planning or do you also arrange the finance?
What is a property wealth plan and do I need one?
How do I know how many investment properties I can afford?
Can I use the equity in my current home to buy an investment property?
Is interest only or principal and interest better for an investment loan?
How often will you review my property wealth plan?
Do you only help with the planning or do you also arrange the finance?
What is a property wealth plan and do I need one?
How do I know how many investment properties I can afford?
Can I use the equity in my current home to buy an investment property?
Is interest only or principal and interest better for an investment loan?
How often will you review my property wealth plan?
Do you only help with the planning or do you also arrange the finance?
Phone
Address
Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149
OFFICE HOURS
Mon to Fri: 8.30am - 5.00pm
By appointment only.
Phone
Address
Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149
OFFICE HOURS
Mon to Fri: 8.30am - 5.00pm
By appointment only.
Phone
Address
Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149
OFFICE HOURS
Mon to Fri: 8.30am - 5.00pm
By appointment only.