Simply Wealth Group

Simply Wealth Group, property investment advisory in Melbourne

Simply Wealth Group presents itself as an Australian property investment company focused on first-home buyers and investors. Its activity centres on identifying and securing high-performing property opportunities, with particular attention to Melbourne's best-performing suburbs. The firm describes itself as a team of property professionals who invest in property full-time and who apply investment systems and methods tailored to each client, explicitly rejecting a one-size-fits-all approach.

Advisory and management services

The firm's service catalogue covers several areas of residential investment:

• Portfolio management: the company states that it structures this work across three pathways to build and protect wealth through property investment and management.
• Project management: includes the relationship and coordination with the parties involved in each transaction.
• Property strategy: advisory aimed at investors determined to grow their portfolios.
• Mortgage solutions: financial brokerage through a broker, to whom the company attributes a key role within the investor's team.
• SMSF strategy: investment in residential property through a self-managed super fund (SMSF), with cash contributions or through financing.
• Education: the company considers education an essential element at the start of the investment journey.

Mentoring, property sourcing and development

The firm details that it specialises in strategic property mentoring, sourcing unique opportunities, capital growth-oriented properties, positively geared properties, land banking, renovations and subdivisions. It also offers access to accounting services, property law specialists and finance and lending brokerage services. For selected investors, the company mentions exclusive property development programs on a joint venture basis, designed to accelerate wealth creation.

Client profile and working method

Simply Wealth Group targets both first-home buyers and investors. Its method is based on one-on-one wealth strategy sessions and ongoing support, with the stated aim of building sustainable long-term relationships. The company states that its advisors are active property investors with their own portfolios and that the support extends to inspiring, educating, guiding and managing the transaction alongside the client. In its presentation it maintains that this type of advisory can multiply investments by approximately ten times in about five years, a projection that the firm itself presents as a result of its method.

Presence and editorial activity

The company maintains a news and analysis section on the Australian property market, with content on household wealth trends, housing transaction volumes and the resilience of property values during periods of restrictions. It also publishes a selection of featured properties and compiles rental and client results, as well as external reviews.

Location and contact

Tower 4, Level 17/727 Collins St, Docklands VIC 3008 · Phone: 1300 074 675 · Email: mail@simplywealthgroup.com.au · Hours: Monday to Friday: 10:00-21:00; Saturday and Sunday: 11:00-19:00