This programme is designed for you the professional who wants to have:

  • Leverage your business earnings to grow your personal wealth

  • Purchase an investment property

Outcomes you will gain over the 12 month programme:

  • Developed a solid financial base

  • A good understanding of how property investment works

  • Purchased an investment property

  • A team of professionals around you to help manage your property

How does it work?

Step One: Have a one hour consultation with me to understand your current financial position and get clarity on your goals.  This will involve completing a 10 page questionnaire prior.

Step Two: Choose the programme that is right for you.  It maybe that just the consultation is enough for you and if so, you will only be charged the consultation fee of $375 plus GST.

Step Three: Determine which type of property investment will best suit your needs.

Step Four: Get your finance pre-approved and decide which ownership structure is best suited to your situation.

Step Five: Work with my network to help find you an investment property.

Step Six: Once we have found the ideal property, I will support you through the due diligence process and can introduce to any experts that are required.

Step Seven: Complete the purchase and get good property management in place.

Step Eight: Celebrate!  

What makes this programme different?

Unlike other financial firms you will be working directly with me. I only work with a maximum of 25 clients at a time.

I have over 30 years of personal investment experience building my own diversified portfolio and over 20 years in the financial services and property investment industry.  

I can introduce you to my extensive network of professionals that can become part of your team or I can work with your existing team.

I will be your personal financial advisor over the 12 months helping and supporting you implement your goals and objectives. This is a very personalised service tailored to your specific needs.  

Throughout the programme you will have reasonable phone and email support so you can use me as a sounding board throughout your journey.

Cost of the 12 month programme

$4,995 + GST (a rebate may apply)

Call Lisa 021 486 000