Build property wealth

We believe a stable retirement can be built around a quality property portfolio. But it’s easier said than done. The key to winning is know-how, reliable calculations and realistic planning.
Wealth doesn’t have to be a murky world.

Good property decisions will put you on the path to wealth.

When it comes to property, it’s all about the plan.
The first step starts the next ten and the amount of conflicting information out there is crazy.

Let us bring those stress levels back down to earth and increase your likelihood of success. Our approach to property planning is built on fundamental principles that work.

About Us

PLANNING PACKAGES

Investment property plans

Our property plans are tailor-made to take the guesswork out of investing in property. They will give you the confidence you need to make great decisions and ultimately improve your results.

1. Personal plan

Understanding your goals and objectives

2. Finance Plan

Finance and debt scenarios

Repayment acceleration plan

Finance forecast including key wealth milestones

Multiple purchase scenarios and timeframes

3. Setup

Asset style & yield requirements

Referral to a trusted buyers advocacy team

Single property plan

$899

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Multiple property plan

$1,499

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Two plans to help get it right.

1. Personal Plan

Understanding your goals and objectives

2. Finance Plan

Finance and debt scenarios

Repayment acceleration plan

Finance forecast including key wealth milestones

Multiple purchase scenarios and timeframes

3. Setup

Asset style & yield requirements

Referral to a trusted buyers advocacy team

Learn more

1. Personal Plan

Understanding your goals and objectives

2. Finance Plan

Finance and debt scenarios

Repayment acceleration plan

Finance forecast including key wealth milestones

Multiple purchase scenarios and timeframes

3. Geographic Plan

Focus areas and property types to execute on

Recently sold property comparables

Learn more

BUYING PACKAGE

Investment buying plans

Post planning, it's time to buy. Navigating the jungle isn’t easy and things can move fast.
There’s one package to the one outcome. Let’s get busy.

Strategic Plan

Timeframe

Conveyancer setup

Building inspector setup

Property selection

First inspection

Subsequent inspections

Property evaluation

Property negotiation

Property purchasing

Auction attendance

Final inspection

Full

$12,999

up to
3 months

Limited

Learn more

The only buying plan you need.

Strategic Plan

Timeframe

up to
6 months

Conveyancer setup

Building inspector setup

Property selection

First inspection

Subsequent inspections

Property evaluation

Property negotiation

Property purchasing

Auction attendance

Limited

Final inspection

Learn more

What about finance?

Your wealth journey may need a loan or two. Specific tax structuring, the right cashflow matching and the correct capacity analysis all play a part in your wealth journey. These critical items and more help us build a tailor-made plan that grows with you. Want to learn more?

Finance team

How it works

We get to know you

Every business is unique, and so is every business owner. There may be lots of people doing what you do, but we want to know what makes you stand out from the rest. Knowing what makes you, you, is more powerful than you realise.

Get in touch

We take a deep dive

This is where things get serious! We gather your business data and assess your position.. We promise, it’s not painful, it’s purposeful! We’re not here to give you a score, we just want to know the lay of the land.

Get in touch

We put our strategy caps on

This is where we work our magic. We take your goals, your data and everything we know about you, and develop an awesome strategy for building your property wealth over time. And together, we’ll create a plan for your next property investment.

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We take action

This is where we work our connections and tap into our individual business services. This could mean
further analysis, setting up or restructuring your business, helping you develop new tools and processes, or simply taking care of your tax. Whatever it is, we’ll be there to guide you every step of the way.

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We grow together

Success doesn’t happen overnight - it’s an ongoing process. But you can relax knowing we’re on your team now! We’ll check in regularly to monitor your thoughts, measure your progress and keep you accountable. As you grow, we’ll be there for you - helping you build success upon success.

Get in touch