The people on the other end of the call.

Bell Morgan is an investment property team, founded in 2018. We help investors, including SMSF trustees, understand new-home property: the process, the full cost and the people involved, before anything is decided.

A pale-brick two-storey home framed by eucalyptus in soft morning light

Draft · the founder rewrites this note in their own words

A note from Founder nameFounder, Bell Morgan

We started Bell Morgan in 2018 with a simple belief: people investing in property deserve a higher standard of explanation and representation than they usually get.

Most people who call us have heard about buying property through super from a seminar, an ad or a friend. What they rarely get is a calm explanation of how it actually works.

So that’s where we start. We explain the process, the full cost of buying and holding a new home, and who is paid along the way. That includes us.

We don’t give financial advice, and we won’t tell you whether an SMSF suits you. That’s your adviser’s job, and we’d rather you had one before you commit to anything.

When the time is right, we talk through the new homes available at the time, from the builders and developers we work with, in the Melbourne suburbs we know.

If that sounds like the kind of conversation you’d like to have, we’re here.

Founder nameFounder, Bell Morgan · Melbourne

So, why “Bell Morgan”?

The story behind the name, in two or three sentences

A small team,
on purpose.

When you call, you speak with someone from this team. Here’s who they are and what to ask each of them.

Portrait to shoot: natural light, a Melbourne street, 4:5, looking at camera.

Founder name

Founder

Ask me about why we started, and how we work alongside your advisers.

Portrait to shoot: outside a new home at early dusk, 4:5.

Licensed agent

Licensed estate agent

Ask me about contracts, inclusions and the homes available now.

Portrait to shoot: at a table with papers, 4:5.

Team member

Property conversations

Ask me about what happens after you enquire, and what to bring.

What we do.
And what we don’t.

We do

  • Explain the property process, step by step
  • Show the full cost of buying and holding a new home
  • Tell you how we’re paid, in writing
  • Talk through the homes available at the time

We don’t

  • Give financial, tax or legal advice
  • Assess whether an SMSF suits you
  • Arrange home loans (a licensed broker does that)
  • Promise returns, growth or rent
  • Arrange SMSF borrowing for a residential home

General information only, not financial or credit advice. Decisions about borrowing, tax or your super belong with a licensed broker, adviser or accountant.

Founded2018
Licensed estate agencyLicence 081913L · Officer in effective control Adrian Chenh, licence 081894L
Real Estate Institute of VictoriaMember since 20XX
OfficeSuite 11, Level 4, 100 Harbour Esplanade, Docklands VIC 3008
BusinessABN 41 623 694 744

Start with hello.

Ask who will look after your enquiry, what their role covers and how to prepare for the conversation.

Keep a little clarity.

A concise SMSF property guide, with questions to take to your advisers.

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