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06 · Advisory

Property investment
advisory with a plan.

Strategic acquisition, suburb selection, portfolio structuring. We help investors at every level — first-timers to multi-property portfolios — make better long-term decisions about real estate.

Strategic Engagement

Initial strategy callFree · 30 min
Strategy documentFixed fee
Ongoing reviewsAnnual

All fees disclosed and agreed in writing before any work begins.

What's covered

Property Advisory — end to end.

Every angle of property advisory, handled by one team that knows your file.

Acquisition Strategy

Where to buy, what to buy, when to buy. Tailored to your goals, risk tolerance, time horizon and budget.

Suburb & Market Analysis

Data-led suburb selection — capital growth indicators, rental yield, infrastructure pipeline, demographic shifts.

Portfolio Structuring

Multiple properties means multiple decisions on ownership (personal, trust, company), loan structure, and cash-flow management.

Buy & Hold Coaching

For first-time investors who want to understand how to think about real estate as a long-term wealth vehicle.

Refinance & Equity Strategy

When to release equity, when to refinance, when to hold. The timing decisions that compound returns.

Exit & Disposal Planning

Selling for tax efficiency, downsizing, retirement transitions — the often-neglected side of portfolio management.

Why Wood & Weiss

A different kind of property advisory brokerage.

Real broker access. Real strategy. Real outcomes.

Investor-led, not commission-led

Co-director Jeff is an active property investor. His advice comes from running portfolios, not just selling them.

Independent of agents and developers

We don't take commissions from real estate agents, buyers' agents or developers. Our advice is paid by you, for you.

Strategy paired with finance

Most advisors give strategy without finance, or finance without strategy. We do both — and they reinforce each other.

Long-term relationship

Investment is a 10-30 year game. We are here for the long game, not just the next deal.

How it works

From first call to settlement.

Four clear steps — managed end to end, with you in the loop at every stage.

01

Goals & position session

A 60-90 minute deep dive — your goals, current position, risk tolerance, timeline, family considerations.

02

Strategy document

A written strategy outlining acquisition targets, timing, structure, financing path and key milestones. Yours to keep.

03

Execution support

As you find properties, we run the numbers and finance side-by-side, so each acquisition fits the strategy.

04

Annual review

Markets change, lives change. We review and adjust your strategy each year — or sooner if circumstances shift.

FAQ

Property Advisory — common questions

Are you a financial advisor?
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No — we are mortgage and finance brokers, not licensed financial planners. Our advisory is specifically on property investment strategy and the lending that supports it. For broader financial planning, tax or legal advice, we work alongside your other professionals.
Do you sell properties or take referral fees from agents?
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No. We are independent of real estate agents, buyers' agents, developers and property spruikers. Our advisory is paid by you, so our advice is aligned with your interests, not third parties.
How much does the advisory service cost?
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Fees depend on scope. A one-off strategy session and document is typically a fixed engagement fee. Ongoing portfolio reviews can be retainer-based or paid per session. We agree all fees in writing before any work begins.
Is property investment accessible at smaller budgets?
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Yes. Strategies including high-yield regional, off-the-plan with 5% deposits, joint ventures, and rentvesting can open the market to investors with limited deposits. The right strategy depends on your situation — there isn't one answer.
How do you choose suburbs to target?
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We combine quantitative data (growth history, vacancy, rental yield, infrastructure pipeline, demographic trends) with qualitative factors (regulatory environment, planned council changes, gentrification signals). The "best" suburb depends on your goals — yield, growth, or balanced.
Do I need an SMSF to invest in property?
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No — most property investors use personal or trust ownership. SMSF property is a specific strategy with its own rules, costs and limitations — and following recent government changes it applies to commercial property only, not residential. We can model whether it suits your situation alongside your accountant.
Jeff Moishe
Jeff & Moishe — Co-directors Real broker access · 5.0★ across all reviews · Melbourne-based, Australia-wide
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Book a call

Talk to a real broker. Today.

30 minutes with Jeff or Moishe. We'll review your position, map your options across 40+ lenders, and give you a clear next step. No script. No upsell.

  • 30-minute strategy call (phone or video)
  • Borrowing position review and lender matching
  • Written follow-up with clear next steps
  • Direct director access — Jeff or Moishe handles your file

Pick a time that suits you

Jump into our live booking calendar and lock in a 30-minute strategy call with Jeff or Moishe — phone or video, whenever works for you.

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