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)
$2,495 +GST is paid at the commencement of the programme, then $500 + GST per month for the following 3 months.