- About us
At XO Financial Services, unlike almost ALL other financial advisers in Australia we offer Direct Property Investment Advice as part of your financial strategy.
At XO Financial Services, unlike almost ALL other financial advisers in Australia we offer Direct Property Investment Advice as part of your financial strategy. It is included in the Statement of Advice (SOA) so we are legally obligated to act in your best interest. Most financial advisers exclude property from your SOA thus do not have that same obligation.
When you engage with XO for property investment advice, our advisors whom have undertaken additional training to be qualified to provide this advice, will help you to strategically build an investment property portfolio, tailored to your individual needs and circumstances, as well as helping you to tactically determine the right investment grade properties.
Whether you are a first time investor or a sophisticated portfolio builder, we want to help you create a property investment financial plan to meet your goals and objectives.
Our experienced and qualified property investment advisors have a wealth of industry knowledge and experience, as well as a proven track record in creating greater wealth outcomes for our clients backed by independent, thought leading property research and investment strategies. They will lead you every step of the way in creating a strategic plan to help you build a wealthier tomorrow, whilst living a better today.
We’re committed to providing you with a friendly, approachable and helpful service at all times.
We offer affordable, fixed price monthly accounting packages so you won’t get a huge bill come year end.
We utilise the latest accounting and IT technology to help you organise your business or rental property finances more efficiently.
As Xero Gold Partner accountants, you know you can rely on us to provide you with the ultimate support for Xero accounting software. From setup and training to ongoing advice and support, XO Financial Services have got you covered.