Home
Partner with Follio

Partner with Follio

Why use Follio

Strategic partnership that helps your clients build a portfolio.

Collaborate with a trusted property investment advisory that supports your clients, strengthens your relationships, and delivers long-term value. At Follio, we partner with forward-thinking professionals to provide tailored property investment advice and acquisition support. Helping your clients build wealth with clarity and confidence.

Explore a partnership

What to expect

How you can benefit from the partnership.

Cobranded marketing materials.

Macro & micro research reports.

Dedicated property advisor for you and your clients.

Access to our PropStac portal.

What we do

Why partner with Follio?

A property investment partnership that adds real value.

Enhance your client offering

We provide qualified property investment services that complement your core advice, giving your clients a clear roadmap to grow wealth through real estate.

At Follio we only focus on property and we leave the rest to experts like yourself. As part of the relationship we provide co-branding opportunities, allowing you to provide your clients exclusive property data.

Deepen client relationships

By supporting your clients’ long-term financial goals, you create more touch points, more value, and more trust.

Independent, research led advice

Our advice is backed by in-depth market research and data, helping you and your clients make informed, confident decision.

Seamless client experience

We work to ensure that our investment decisions are aligned, efficient and stress-free for both you and your client.

Long-term wealth strategy

We stay with your clients beyond the initial purchase, managing their portfolio growth, review performance, and ensuring their plan evolves as they do.

Who we work with.

We collaborate with professionals and business across financial services, lending, real estate, advisory sectors and more. Helping their clients build wealth through strategic property investment.

B2B Info Pack

Download

Our process

How Follio supports new investors.

With Follio, you’ll get expert guidance and support through every step of your journey.

Align & collaborate

We take the time to understand your business model and tailor our support accordingly.

Client strategy session

Once introduced, we work directly with your clients to develop a strategic property investment plan based on their financial goals.

Property search & acquisition

Our team will handle the full acquisition process, from sourcing and analysis to negotiation and purchase.

Ongoing portfolio support

We maintain a long-term partnership with your client, regularly reviewing and refining their investments to help them sustainably expand their portfolio and grow wealth over time.

Testimonials

What our clients & partners have to say.

“ “

I’m a believer in, if something is good, stick with it and we have recommended Follio services to others, not because there’s any gain for us, but purely because it’s a great service and for people that are time poor who value good, honest advice.

Dr Vij Vijayasekaran

Plastic Surgeon

“ “

I think using Follio, for me was common sense. If it’s such a big investment, why wouldn’t you have an agent that helps you with that? And then I think the service that Follio provides is great.

Shaun O'Brien

Engineer

“ “

The Follio team have looked after so many of my clients, always providing great service, advice and thorough due diligence on investment properties. You are in safe hands with this group.

Cameron Tilley

Mortgage Finance

1 / 2