PIPA Member Profile | Sam Ponte
Jul 2023Karen Millers
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Sam Ponte heads up Logic Property Group, was previously a financial planner, and recently completed his QPIA as well.
| | CAN YOU PLEASE TELL US MORE ABOUT YOUR BUSINESS? |
| Logic Property Group has one purpose and that is to help 5,000 people live a life on their own terms by 2030 Australia wide. We exist to serve the everyday Australian with their retirement planning. Through our proven process we mentor and coach our clients through a long-term strategy. This allows them to successfully build a profitable property portfolio in order to generate a passive income so that they can gain back the time they spent working in their nine to five job. Time is our greatest asset, and we give our clients their time back through our mentoring program to do what’s important to them i.e.: spend time with loved ones, pursue “that” business idea, see the world – whatever it is we help our clients end up with more “choice.” We don’t sell property; we help our clients buy the right property that is inline with their values and objectives. Property investment is not a one size fits all business, so there needs to be a high level of understanding about your client before an investment vehicle is considered. |
| | HOW LONG HAVE YOU BEEN A PROPERTY INVESTMENT PROFESSIONAL AND WHAT WAS YOUR PATHWAY INTO THE PROFESSION (INCL. OTHER CAREERS)? |
| I have been assisting clients in their investment property journey professionally since 2015. I’ve always had a love for investment properties as I purchased my first property at the age of 22, my parents always encouraged me to save to buy a property. I was a financial planner for 14 years and grew my business over a 10-year period and sold it in 2018, so I’ve always had the passion and love to help people generate wealth to live a life on their own terms sooner rather than later. |
| | WHAT ARE SOME OF THE HIGHLIGHTS OF YOUR CAREER THUS FAR? |
| I wanted to be part of the number one leading association in the property industry. I also love everything PIPA is about and love what they stand for. |
| | WHAT WERE SOME OF THE MAIN REASONS FOR BECOMING A QPIA? |
| The main reason for becoming a QPIA is to hold the highest qualification our industry has. As a passionate property professional, I feel that if you truly love what you do, you should do the work in order to uphold the highest standards in your profession. For me, that is having the QPIA status. |
| | HOW DO YOU BELIEVE BEING A QPIA WILL SUPPORT YOUR CAREER? |
| I feel it will stand out to prospective clients knowing they are in trusted hands. It will also give other professionals confidence that their clients are in the right place, receiving the highest level of care, and receiving qualified quality advice that is in their best interests. |
| | WHAT ARE SOME OF THE REASONS WHY YOU JOINED PIPA? |
| I wanted to be part of the number one leading association of the property industry. I also love everything PIPA is about and love what they stand for. |
| | WOULD YOU RECOMMEND OTHER PROPERTY INVESTMENT PROFESSIONALS BECOME MEMBERS OF PIPA? WHY? |
| Yes, definitely, to be provided with up-to-date information from some of the best in the industry, to ensure you are performing at the highest level and in-line with PIPA’s guidelines. They are just so down to earth and really are an amazing group. |
| |HOW DO YOU SEE PROPERTY MARKET PERFORMING IN YOUR PROPERTY INVESTMENT LOCATIONS? WHAT ARE SOME OF THE OPPORTUNITIES AND/OR HEADWINDS IN YOUR OPINION? |
| So far all of our locations have outperformed our clients’ expectations and, moving forward with a strict due diligence matrix that our research team uses, I’m quite confident that our property recommendations will continue to provide the result our clients seek. However, some things are out of our control – with prudent planning we give our clients the best chance of success. |
| | WHAT’S NEXT FOR YOUR BUSINESS IN THE NEXT 12 MONTHS AND BEYOND? |
| We will begin to ramp up our social media/digital footprint and begin opening up for seminars and broaden our audience in order to help more people start their investment journey and keep redirecting people into the right direction of retiring earlier and in better financial shape. |
Originally Published: PIPA Adviser Issue #25
