Property Investment Advice Services for Professionals
Supporting Client's Best Interest Property Investment Advice Services

Forrester Cohen has created an easy to use software platform that provides comprehensive advice standard information, tools and documentation to support you delivering property investment advice services for your clients. its designed to help make it simple so you can concentrate on what is important to you - your client.

Do it Yourself for Real Estate Professionals

For practicing licensed professionals wishing to gain access to vetted properties, and property modelling and analysis tools as well as full commissions.

  • Access the platform of vetted property with appropriate documentation for advice services.
  • Modelling tools for individual properties.
  • Access to full commissions. No relationship/agreement with the developer required.
  • FeeSure is a professional fee collection and management service.   It separates the relationship between the developer and you to enable you to deliver client best interest services.
  • Transaction tracking system.
  • Client and document management system.
  • System support helpdesk.

Do it Yourself for Advice Professionals

For advice professionals seeking to add another advice service to their business offering for their clients. All of the above services plus;

  • Property Investment reports to advice business standards with referenced and dated information.  Formatted to support evaluation and comparison of property investment opportunities..
  • Access the platform of vetted property with appropriate documentation for advice services.
  • Modelling tools for individual properties and portfolios..
  • Access to educational events and regular Q and A's.
  • Access to the Moore Methodology Research Data (Days on Market and Median Price Data) when available.
  • Client and document management system ands CRM.
  • Access to advice support services.

Done For You Business for Advice Professionals

If you want  personal coaching to start or expand into a successful Property Investment Advice Business or want to get started in this industry we can help you. 

This is our platinum package  and includes;

  • Real Estate Training (get your real estate license).
  • Industry Standard training for providing Property Investment Advice (PIAA PIA01 Course).
  • 18 Months Access to PRISM.
  • Platinum Professional Business Training package (over 12 months) which includes:
  • How to creating the ultimate investor experience.
  • Engaging Clients.
  • How to conduct interviews that produce outcomes.
  • How to structure your advice fee.
  • Creating value for your clients.
  • Creating your processes.
  • Creating your documentation.
  • How you provide advice that supports current and proposed regulation.
  • How to implement Risk management for your business.
  • How to implement Risk management for your client.
  • Full Operations manual provided.

Your professional training and business set up period will take approximately 6 months. We would expect that you will start seeing clients after this. Support is provided to ensure your success for a full 12 months then choose the package from above for on-going access/support.


About Our Platform (PRISM)

Forrester Cohen has created an easy to use software platform that provides comprehensive advice standard information, tools and documentation to support you delivering property investment advice services for your clients.

Forrester Cohen supports strategy creation so the client understands how to mange their investment; and integrate risk management with suitable property, finance, insurances and tenancies.

These advice business standards substantially improve the client’s opportunity to have a successful investment. 

John Moore

CEO Forrester Cohen

PRISM (PRoperty Investment Scenario Manager) is a property advice platform that uses that latest technologies and can run in any modern browser and:

  • Has Property images and documents such as floor plans, site plans, rental appraisals, pricing and availability.
  • Sophisticated and transparent modelling tools for single properties.
  • Sophisticated and transparent portfolio modelling tools for multiple properties and assess results
  • Tailor professional investment analysis reports to your clients personal situation.
  • Investment parameters pre populated for creating personalised Property Investment Analysis (PIA) reports quickly.
  • Provides Branded reports for professionalism. 
  • Transaction Tracking System.
  • Client Document Management System and more...

Property Investment Analysis Report

The platform is designed to support professional mortgage brokers,  accountants, financial planners and other advice professionals to provide, in house, client’s best interests property investment services.  Protect your clients from poorly informed property choices, create a sustainable service for your clients.

Forrester Cohen supports strategy creation so the client understands how to mange their investment; and integrated risk management with suitable property, finance, insurances and tenancies.  These advice business standards substantially improve the client’s opportunity to have a successful investment. 

Independent Area Reports