Why Bull Invest exists, and what makes the model different.
You've worked with a broker and an agent before, just never with the accountant leading.
Bull Invest puts the accountant first, the most qualified person to tell you whether a property is actually right for you.
Most investors stall at one property, not because they lack income, but because nobody was looking at the whole picture.
You’ve spent decades getting here. The long hours, the years building a career or a business, the sacrifices nobody saw, all of it building toward an income most people never reach. And somewhere in the back of your mind sits the same question: is this actually building toward something, or am I just earning well and hoping it works out?
So you act. You go to a broker, get the finance sorted. You pay a buyers agent to find you something. Your accountant finds out later, usually at tax time, reviewing decisions that were already made months ago with no chance to shape them. Each person did their job well. Nobody was looking at the whole picture. That’s not a strategy. It’s a hope with a mortgage attached.
This is exactly why Bull Invest exists. We built a firm for people who’ve done the hard part already and don’t have the time, or the patience, to manage three disconnected professionals and hope it adds up.
The accountant goes first, always. Our accountants are qualified, but they don’t do tax returns and they don’t give tax advice, that’s not their job, and we don’t want to get bogged down in the compliance and admin work that comes with it. Their job is using their knowledge and qualifications to map out the next 10 to 15 years: what you can actually support, what structure makes sense, what the path to your number looks like. We work alongside your own accountant and your own broker if you already have ones you trust, or we bring you in with brokers we already work with.
From there, the property research team takes over, over 100 years of combined experience, led by a property economist and a senior research analyst, with staff who’ve spent decades as buyers agents in the field. They’re not guessing at suburbs. They’re working from data, and from a plan that was built before any of them got involved.
That’s the difference. Not another professional added to the pile. One team, working from one plan, built around you.
Building wealth isn’t a solo act. It takes the right team, in the right order, working from one plan. That team is The Bulls.
Your specialist accountant maps the number and the strategy first, before a property or a loan is discussed. Your mortgage broker confirms what it can actually support, structured around the plan, not the other way around. Your property research analyst sources from the wholesale, off-market pool to match it. Three experts, one plan, working as one coordinated team, every client, every time.
There are two property markets in Australia. The retail market is the one everyone can see, listed properties, display homes, anything on the major portals. By the time a property reaches retail, thousands of other buyers have already seen it too.
We don’t operate there. Every property The Bulls consider comes from the wholesale market first, off-market opportunities sourced through industry and developer relationships, measured against your strategy before it’s ever an option for anyone else.
The right experts, in the right order, looking at property the public can’t. That’s the formula.
CEO & Founder of Bull Invest
John spent over a decade in property investment, first as a financial planner, then as a mortgage broker, before founding Bull Invest.
Along the way he noticed the same thing kept happening: the accountant, the person with the clearest view of someone’s actual financial position, was always the last to know. Property strategies were being built without the one person qualified to build them properly.
So John brought the accountant to the front of the process and built The Bulls around it, a coordinated team of accountants, brokers and property researchers, working in the order he believed it always should have: strategy first, property second.
1 Meet with the accountant
We review your complete financial picture including income, tax position, equity, debt, cashflow and long-term goals, and check your borrowing capacity.
2 Build your investment strategy
Together we create a personalised 10–15 year roadmap based on what your numbers can realistically support, projecting two scenarios side by side: where you end up on your current path, and where the Bull Invest strategy takes you instead.
3 Property research begins
Our property research analyst identifies opportunities exclusively from the wholesale, off-market property pool that fit your strategy.
4 One coordinated team
Your accountant, mortgage broker and property research analyst work together throughout the process. No conflicting direction. No handoffs. No hidden agendas.
5 Annual portfolio review
Each year we review performance, reassess your goals and ensure your strategy continues to evolve with your life.
The right team. The right order. Property you’d never find on your own. That’s Bull Invest.
Professionals and executives
Strong income, no real strategy yet. The Bulls build one around your numbers.
Your First Move
Want a strategy that works as hard as you do? We’ll help you build it. One smart, accountant-led move at a time.
