.png)
IFS Mentor is a strategic property advisory firm that helps clients invest with purpose in high income properties. duplex, dual key, co-living and houses.
FEATURED IN
Our solutions
Built for long-term wealth.
At IFS Mentor, we help clients make confident investment decisions using data.
With over 20 years of experience in finance, property, and strategy,
Peter Oates has guided thousands of Australians toward high, performing portfolios, with the right structure, finance, and properties to match.
VISION
.jpg)
property investment
Mentoring
Beginner
investor
We provide tailored mentoring to help you cut through the noise and build real financial confidence. Whether you're a first-time investor or scaling a portfolio, our guidance is grounded, strategic, and designed to empower you with the tools, knowledge, and mindset needed to make smart, sustainable decisions.
Property
self advised
investor
From suburb analysis to floorplans and even finance, we manage the end-to-end process of selecting and buying high-performing investment properties. We source quality assets that suit your goals and handle the heavy lifting, giving you clarity, confidence, and a seamless path to portfolio growth.
Advisory
Investor
seeking advice
With over 20 years of experience across financial planning, mortgage broking, and property strategy, we offer clear, actionable advice. From structuring loans and entities to forecasting outcomes, we align every move with your broader financial goals, so you're not just buying property, you're building a future.
).jpg)
Why Clients Choose
IFS Mentor
We combine deep industry expertise with tailored strategy, helping clients build smarter portfolios with clarity, structure, and confidence.
Over 2,000 clients supported across Australia
Led by Peter Oates BCom, MBA,
finance and property investment expert.
Data-led property selection
Building strong futures
FAQ
You'll be working directly with Peter Oates, a highly qualified investment and finance strategist with over 20 years of experience in property, financial planning, and mortgage broking. He holds a Commerce Degree, an MBA and over 20 industry certifications, including Former Certified Financial Planner (CFP) and SMSF Specialist Advisor. Peter has led national finance and real estate firms, worked at Westpac and NAB and brings deep expertise and strategic insight to every client.
IFS Mentor is ideal for those serious about investing — whether you're buying your first investment property or scaling a growing portfolio. If you’re someone who values strategy, data, and long-term planning over quick wins and hype, then you’re in the right place. Our clients range from professionals and business owners to SMSF trustees looking to build wealth through smart, sustainable property investment.
At minimum, you’ll need a sufficient deposit to be in a position to purchase — typically 5% to 20% of the purchase price, depending on your finance setup. If you’re unsure what this means for you, we can help you determine your borrowing capacity and deposit requirements based on your goals and timeframe.
Many clients come to us before they have pre-approval, and we can help guide you through the entire finance process. Either work with one of our trusted mortgage brokers and lenders, or work with your existing broker, to help you secure the right loan structure for your investment goals. By getting clear on your borrowing capacity early, you’ll be in a stronger position to act quickly when the right property comes up.
That’s exactly what we’re here for. At IFS Mentor, we use data-backed analysis, property modelling, and market research to identify high-performing locations across Australia — not just this week's trending suburb. We’ll guide you on where, when, and what to buy to match your goals, risk profile, and budget.
Yes — we take a holistic view of your portfolio. With Peter’s background in financial planning and strategic structuring, we’ll help you explore the best ownership options with either your accountant or our trusted partner, whether that’s personal name, company, trust, or SMSF, and align your property purchases with your long-term wealth and tax goals.
Start by booking a free discovery call with Peter. We’ll talk through your goals, financial position, and ideal outcomes. From there, we’ll map out a clear investment strategy tailored to your circumstances — whether you’re ready to buy now or still preparing for your first purchase.
.png)
Peter holds a BCom, MBA and is former Certified Financial Planner (CFP), former SMSF specialist Advisor (SSA), former Mortgage Broker, has led a national real estate agency and founded a national financial planning and mortgage broking firm.
He now uses his 20+ years of cross-industry expertise to help clients invest in high-performing, data-driven property with clarity and confidence.
Peter Oates
Founder and Head Mentor
PLANS
Choose the Perfect Plan for Your Business
$650m+
Investable assets
2000+
Happy clients
20
Years of Experience
REVIEWS
Trusted by our clients
Our holistic perspective, combining deep expertise across property, finance, and mortgage broking. With a strategic approach that looks beyond the next purchase, we help clients build portfolios that perform over the long term. It’s this blend of experience, clarity, and personalised support
Working with IFS Mentor has been a game-changer for my property investment strategy. Their data-driven approach provided me with the insights and confidence I needed to make informed decisions. The team’s expertise in analyzing government local rezoning plans ensured that my investments were positioned for substantial growth. Thanks to Peters guidance.
Jim C
Project Manager
I was new to property investment and felt overwhelmed by the process. Pete made everything clear, especially the 7-week course. Pete helped me understand the complexities of the market, and strategic approach ensured I was investing in growth areas. I highly recommend IFS Mentor to anyone looking to start or improve their property investment journey."
Maria G
Nurse
Thanks Pete! The comprehensive data analysis helped me identify lucrative investment opportunities that I would have otherwise missed. An insights into government infrastructure projects and economic growth indicators were invaluable. Pete from IFS Mentor is a highly knowledgeable partner in property investment.
Kevin W
Data Analyst