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1. Our First Meet-Up 
​Our process begins with listening to and understanding you and your family‘s needs, objectives and current financial situation.

There are a few things we will share with you on our first meeting:

Understanding individual needs :

• Market overview 
• Is it the right time to buy now?
• Identify current position :
• Are you able to afford a new investment unit without selling your current house?
• How to own assets with minimal outlay
• What are the options for you and your family?

What are the risks and potential involved :

• How do we look at property prices to determine the right entry price?
• Identify the risks involved
• How can we overcome current market measures to our advantages?
• What are the entry and exit strategies?

 2. CUSTOMISE YOUR INVESTMENT PLAN
We will conduct an in-depth research and analysis based on your specific needs and requirements.

After which, customised strategies based on individual profiles are then proposed to you, which include:
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• Boost your savings by re-evaluating your current portfolio: let your money work more efficiently for you
• Options which you can invest without selling your current house
• How can you take advantage of the opportunities for under-valued properties in a low risk way?
• Strategies to overcome the cooling measures

 3. Our Second Meet-Up 
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We will go through the customised investment proposal with you. Feel free to ask us any questions that may concern you at this point. Some of the highlights are:

​Whether the development is of the right entry price before you commit

• What is the exit strategy?
• How can you benefit from taking action?
• What is the time frame we are looking at?

4. To Go or Not To Go

​If you are satisfied with your customised investment plan, we will formulate a step-by-step guide and timeline for you to ensure smooth delivery. If you feel that there are further matters to discuss, we can always improve on the plan to fulfil your needs.
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