Submit Your Referral Client Details
Partner with Apollo Investment Australia and introduce your clients to high yielding positive impact investment opportunities. Our unique referral partnership program can deliver high value add for your clients and your practice.
We work with qualified referral partners in financial planning, wealth advisory and accounting to add value to client services. We are proud to have assisted hundreds of investor clients in building cash-positive portfolios in NDIS housing investments.
250+
CLIENTS
ASSISTED
$300m+
SOURCED
PROJECTS
$100m+
COMPLETED
PROJECTS
16.95%
Median Yield
Potential
The Apollo Investment Process
Apollo Investment adopts a transparent ‘Fee for Service’ model, creating significant alignment with their clients’ success. Their comprehensive process consists of several stages, each focusing on a particular aspect of the investment journey and associated with a specific fee. Here’s a detailed overview of the process:
STEP 1
Every investors goals are different so we take the time to understand you and your property goals. During the initial consultation we’ll also provide you an in-depth explanation of the how the process works, the types of investments, the time frames and most importantly next steps.
STEP 2
Once a confidentiality deed is signed, we then begin work on assessing your finance and getting tax and entity advice from a CPA Accountant that specialises in this field.
STEP 3
Based on your initial consultation, we’ll provide you an Investment Proposal which outlines the most suitable NDIS property investment relevant to your goals. This includes all costs, fees and charged to complete the project.
STEP 4
If the Investment Proposal is acceptable, we then issue a Client Services Agreement. This is the agreement between you and us, explaining exactly what we’ll delivery, when and what fees are relevant to each stage. Remember, we’re a Fee-For-Service firm, therefore we don’t get kick backs or commissions, we only get paid for the service we provide you in acquiring your NDIS property.
STEP 5
Your entity structures are setup, potential sites are shortlisted, SDA providers are consulted and participant matching begins. Plans and designs are finalised based on the most suitable site.
STEP 6
Your land contract settles and you’re the proud owner of a future site for an SDA house.
STEP 7
Once the land has settled building begins. The time frame of this can vary from 14-24 weeks depending on the size and scope of the property you’re building.
STEP 8
In advance of completion, the tenant coordination team liaise with SDA providers to secure you the best tenant/s ready to move in when the property is complete.
STEP 9
Upon the property being complete and the tenants moving in, the project has now reached completion and final payment to Apollo Investment is due.
Any third-party commissions during this process are credited back to our clients. This 'Fee for Service' model provides an all-inclusive property investment service, where Apollo Investment does not receive their full fee until the property is tenanted, ensuring their commitment to the clients' long-term success.
Any third-party commissions during this process are credited back to our clients. This ‘Fee for Service’ model provides an all-inclusive property investment service, where Apollo Investment does not receive their full fee until the property is tenanted, ensuring their commitment to the clients’ long-term success.