THE RODRIGOS: CRAFTING FINANCIAL SOLUTIONS FOR INVESTING IN AUSTRALIA

Diversifying an investment portfolio by investing in overseas markets can be challenging waters to navigate, but it has the potential to be very rewarding. Pramu and Sonali Rodrigo have proven their worth as capable navigators, having built successful careers in finance, and then moving on to create their own successful operations managing several successful companies in Australia. The duo shared their story with Echelon in this interview and explained how they might be able to help Sri Lankans seek investment opportunities abroad in Australia.

What investment opportunities can Sri Lankans unlock in Australia through partnering with you?

We can provide solutions for all your investment needs. The most relevant would be the portfolio services we provide, helping clients to identify suitable properties, negotiate and acquire them, and use them to generate more wealth. We have several attractive investment options for overseas investors who have funds available that they want to invest to generate a higher return in a stable economy. For example, someone who has funds in Singapore earning 4-5% in interest can easily double their return in Australia while working with us to manage these funds. We handpick investments to suit your circumstances and factor in future acquisitions to achieve diversification and consistent growth in their portfolio.

It would all start with a private consultation with us where we explore a client’s investment goals and risk appetite. Once we have decided on the client’s requirements, we can craft a personalized, tailor-made plan for them and decide which mix of investments would be right for them. Once we have a strategic blueprint in place, we can mobilize the relevant professionals and allocate the right experts to help the client to execute the plan and guide them every step of the way. Our experts handle everything, and you just sit back and watch the money roll in. It’s very satisfying to see a plan come together and the client reaping the results. It is very rewarding every time we witness it develop incrementally and bear returns, which is why we love doing what we do.

What inspired you to embark on this journey?

Property investing can be very lucrative; however, it can take years of trial and error to fine-tune a strategy. Having lived in Australia for over 15 years and having had exposure to the property, lending and financial planning landscapes at a very in-depth level, it was a natural progression for us to start our own business, enter the business world and use our tried and tested methods to help our clients on their wealth creation journeys.

We have worked our way from buying our first property to subsequently accumulating a portfolio of several investment properties with minimal holding costs and we are more than happy to share our expertise to help clients do the same.

Now we get to help others achieve their financial goals and targets, and it gives us a lot of satisfaction to witness their growth while guiding them through their investment journey.

How have you crafted your services to provide clients with a superior experience and exciting returns?

Pramu started the business in 2009, forming a property investment company, and since then we have branched out and added Tomorrow Financial Solutions in 2013 to cater to the finance and lending requirements of clients and No 8 Property Group to accommodate the property investment needs of clients. We have most recently expanded our offering under Rodrigo Wealth Management which enables us to work with a small number of handpicked High-Net-Worth clients in Australia and overseas, whom we work with one on one to offer a truly personalized experience. Together, we pool our experience and knowledge to generate wealth through properties and different asset classes in a holistic way catering to the specific individual investment horizons of each client.

Depending on the client’s investment timeframe and risk tolerance, investments can be in the form of a single house and land package, apartment, townhouse, a small subdivision project or even a multi-unit development. It could also be the opportunity to fund a short-term development project with guaranteed returns or a joint venture between like-minded investors to benefit from higher purchasing capacities. The investments are chosen in collaboration with our clients to achieve superior above-market returns and with a long-term vision to leverage each investment to enable clients to duplicate the same investment process for their next investment. We never use a “one-size fits all” approach and will never try to offer any and every property opportunity from a generic stock list just to make a sale. Our unique point of difference is that we seek to go beyond a transactional relationship and opt for longevity with our client relationships. We are genuinely interested in being the trusted partner for our client’s financial journey towards building a truly diversified, sustainable investment portfolio that enables them to achieve their financial aspirations.

We deliver a full-service offering to ensure our clients have all the experts in one place to meet their financial goals. We liaise with the necessary professionals be it Accountants to set up suitable structures, Lenders to obtain necessary funding where required, Lawyers to finalize the legalities and so on, so overseas clients have the peace of mind that their investments are handled with the care and consideration they truly deserve.

For inquiries, please reach us on: Tel: +61 410 394 497 / +61 430 158 005; Email- pramu@ tomorrowfs.com.au / sonali@tomorrowfs. com.au; or visit www.rodrigowealth.com. au / www.tomorrowfs.com.au