End-to-end property investment service
Managing a property investment portfolio, or managing a rental property, can quickly become a full-time job.
But you probably already have one of those!
So, at Staircase we provide an end-to-end experience for our clients, with a full suite of professional services to help you along the way. Our goal is to create lifetime partnerships, where we can help you grow your rental property portfolio until you reach your final goal.
Our services start with helping you structure your property investment and finding you the right new build rental property, right through to finance, insurance and property management.
Creating your portfolio
Everyone has their own idea of what financial freedom looks like. It could be taking an overseas holiday every year, retiring early, supporting a charity or creating a legacy for future generations.
Dreams are free, but turning them into reality requires some action. We can help you set up a plan to get there, all you need to do is be brave and take that first step.
We believe that the best way to do this is by purchasing a rental property. This needs to be affordable, so you don’t have to make too many compromises to your current lifestyle. When you have built up some equity in your property and are ready, you can grow your portfolio, and we can help you identify the right time to do this.
Generally speaking, our clients will continue to do this while they are still working. When they eventually decide to stop working, they have amassed lots of equity, which means they have lots of options.
End-to-end property investment service
Managing a property investment portfolio, or managing a rental property, can quickly become a full-time job.
But you probably already have one of those!
So, at Staircase we provide an end-to-end experience for our clients, with a full suite of professional services to help you along the way. Our goal is to create lifetime partnerships, where we can help you grow your rental property portfolio until you reach your final goal.
Our services start with helping you structure your property investment and finding you the right new build rental property, right through to finance, insurance and property management.
Lending advice and structuring
Having well-structured loans is key to the performance of your rental portfolio. Poorly structured loans can impact your cashflow which then compromises your property investment plan. That's why regular reviews of your lending facilities is so important.
The Finance experts at Staircase work closely with our Accounting experts to ensure your portfolio is structured in a way that enhances your casfhflow, reduces your debt and optimises your tax efficiency…..all in one place! We have access to all the major banks and many alternative funders; this allows us to compare the market to give you the best option.
We can help you:
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restructure your debt to improve cash flow
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source new funding against your assets and income
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incorporate other high interest loans (e.g., hire purchases or credit cards) into a mortgage loan to reduce outgoings
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review your existing mortgage(s) to check you have the most appropriate product, rates and structure
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reduce your mortgage faster, save on interest payments and make better use of your funds
Our team of accredited finance experts will identify the best mortgage solution and will structure your lending for maximum efficiency.
Contact one of our finance experts to see how we can help you reach your financial goals faster.
Please visit our Disclosure page to see how we are regulated in this space, our compliance programme and legal obligations to you
Insurance Products
Identifying and minimising exposure to risk is an important part of any investment strategy.
Throughout our lives there are many things we wish to protect… from cars and property, to your health, your life or your ability to earn an income.
Insurance can also provide you with peace of mind that, in the event of illness or death, your loved ones won't have the additional worry of how to pay off outstanding debt.
We recommend reviewing your risks regularly to help ensure that you, your family, your assets and your investments remain protected as your circumstances change.
Contact a member of the Staircase Risk Management team to find out more about how we can help protect your assets.
Property accounting
The team at Staircase Accounting can help you with:
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choosing the right investment structure to maximise your tax benefits
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taxation planning and advice
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preparation of financial statements, GST returns, tax returns, ACC levy statements
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IRD assessments, queries, correspondence, and audits
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tax-effective property ownership structures
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business, personal or investment tax returns and, company formation
Contact a member of the Staircase Accounting team.
Property management
Successfully managing a property portfolio can be a full-time job – but that’s probably not what you’re looking for, especially in retirement! Our team can help take the hassle out of your rental property investment.
Our passionate and skilled team of property managers can help:
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carry out day-to-day property management and communication with tenants
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navigate the minefields of Residential Tenancies legislation and bond processes
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find you great tenants through our stringent tenant screening process, while minimising downtime between tenants
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get you a premium rental return
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oversee maintenance of your property using our trusted network of quality, cost-effective tradespeople, and manage dispute resolution.
Our mobile team manages properties in Auckland, Tauranga, and Queenstown.
For the convenience of our clients, we also offer a broad range of home maintenance services, including painting and decorating, grounds maintenance and landscaping.
Contact a member of our property management team to find out more about how we can help take the stress out of your investment or head over to our property management site for more information.
Book a free planning consultation
In little over an hour with one of our property investment experts will show you how a new build property investment could help you step up your retirement.
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