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1. What is Follio?

Follio is a property investment advisory and buyer’s agency that helps clients build successful portfolios across Australia. We work with individuals to develop tailored investment strategies and utilise a data-driven approach to execute those strategies by sourcing, assessing, and securing high-performing investment properties.

Our team is dedicated to helping build and manage successful portfolio across Australia, working to build long-term wealth throughout your entire property journey.

2. What services does Follio offer?

We provide:

• Property portfolio building and management
• Strategic investment advice
• Buyers agency/property acquisition service
• Post-purchase support
• Our proprietary property investment technology – PropStac
• On-going support and advice

We’re with you through your entire property journey.

3. Where does Follio Operate?

Follio operates across all of Australia. With expert teams on ground in the country’s key property markets for capital cities to regional centres. Ensuring you have unbiased advice on markets and diversification to your property portfolio.

1. What is a property investment advisor?

A property investment advisor helps individuals grow wealth through real estate. At Follio, our advisors assess your goals, finances, and risk profile to create a personalised, research-led investment strategy.

2. How is Follio different from other investment advisors?

Our Advisory firm is 100% independent and we provide you the best advice and guidance on property and portfolio building. Our team is full of qualified experts:

• PIPA Qualified Property Investment Advisors
• Licensed Buyers Agent’s
• Chief Economist for Research
• And more

3. Do I need a property investment advisor if I’ve already bought property?

Yes, especially if you’re looking to build a portfolio or optimise your current investments. Many of our clients already own property but want to take the next step with a more structured, strategic approach to reach their goals.

1. What is a Buyers Agent?

A buyer’s agent (or buyer’s advocate) is a licensed real estate professional who works exclusively for the buyer, not the seller. We represent your interests, help you find the right property, assess its value, negotiate the best terms, and reduce your risk. A buyers agent ensures that you’re purchasing a property with peace of mind and the best possible advice, in order to mitigate risk and maximise your returns.

2. Why should I use a buyer’s agent?

Using a buyer’s agent can save you time, stress, and money. At Follio, we:

• Have buyers agents across Australia, providing you expert advice on each market.
• Uncover off-market or pre-market properties
• Perform detailed due diligence on each property
• Protect you from overpaying or buying the wrong property
• Handle negotiations strategically and professionally

We give you access to better properties and better outcomes.

3. Do buyer’s agents work with home buyers or just investors?

Follio purely focuses on investment purchases. However, if you’re looking to buy your own home and want guidance, our team can recommend the right expert or partner.

1. What is the process for working with Follio?

• Discovery Call – Understand your personal circumstance, your goals and future plans
• Strategy Session – We build a tailored investment plan
• Search & Acquisition – We find and secure your ideal property
• Support & Growth – We continue to manage and review your portfolio through PropStac

2. How long does it take to buy a property with Follio?

Every client is different, but on average, most clients purchase within a 70 day period of signing our Authority and having a handover with our buyers agent.

3. Can I be involved in the property selection process?

Absolutely. We shortlist properties for you, but you’ll always have the final say before we move forward.

1. Is Follio licensed and accredited?

We place the utmost importance on qualifications, ensuring that you have trust in our business and know that you are working with experts.

All our property advisors are Qualified Property Investment Advisors (QPIA), under the Property Investment Professionals of Australia (PIPA)

All our buyers agents are licensed real estate agents under their respective state laws.

2. What experience does the Follio team have?

Our team includes property professionals with backgrounds in finance, valuations, data analytics, and portfolio strategy. Collectively, we’ve helped clients buy hundreds of properties nationwide. Our team of experts have been involved in $3bn worth of transitions across the country and retain decades of experience in the property market.

3. Do you receive commissions from developers or sellers?

No. Follio is completely independent. We never accept kickbacks or developer incentives, and our only fee comes from our clients. That way, you can be sure our advice is always aligned with your goals.

1. Who is Follio best suited for?

Follio works with investors dedicated to long-term wealth creation and property portfolio expansion. Our services cater to a diverse clientele, including first-time investors, busy professionals, high-income earners, and seasoned investors.

2. What does it cost to work with Follio?

Our fees are fixed and transparent and there are no hidden surprises. Pricing may vary depending on the complexity of your strategy. You’ll always receive a clear proposal before we begin.

3. Can I speak to a previous client?

Yes, we are happy to arrange a connection between yourself and an existing client of Follio, to share their experience. You can also check out our case studies and testimonials for more insights.

1. How do I become a client?

Start by booking a free consultation with one of our investment advisors. From there, we’ll assess if we’re a good fit and outline the next steps, including your tailored investment plan.

2. Do I need a pre-approval to get started?

Not necessarily, but can be preferential for us to provide a more accurate analysis and advice on your investments. However, we can work with you early in your journey, helping you understand how to access equity, prepare your finances, or plan your first purchase.