We will help you translate your vision into concrete financial goals.

Creating wealth starts with an actionable and clear plan. It doesn’t need to be complex, but it requires a clear “why, when and how”.

Why Create A Plan?

Gain Clarity and Insight

Gain clarity around your financial goals and the strategies you need to put in place to achieve them.

Accountable and Actionable 

Put dates against each strategy point and decide when you will have completed your first purchase.

plan-notepad

Comprehensive and Detailed Information

Our software will map out your potential equity, debt and value as well as your potential earnings

Extensive Experience

Director Alan Henderson has helped hundreds of clients create plans as an Authorized Financial Advisor.

The financial plan will lay the foundation from which your Buying Profile is developed if you are using the full search service.

What To Expect 

You will leave this personalised session with your goals clearly defined and a specific ‘road map’ for achieving them.

You will leave this personalised session with your goals clearly defined and a specific ‘road map’ for achieving them.

  • A two-hour personalized planning session to help you create an actionable vision for your property portfolio.
  • We translate your personal goals into concrete financial goals.
  • We teach you how and why, if done well, property is a highly effective vehicle for creating wealth over the long term.
  • Knowledge of what you need to purchase and when, to achieve these goals.
  • An approach strategy for what and where you should buy.
  • A financial plan designed around your cashflow.  You will understand tax losses, and how they can help service cash shortfalls on a property.
  • You will be shown how to account for the impact of multiple properties, different income levels, various splits or losses, and the use of equity in your own home.
  • An understanding of tenancy and how to minimise your vacancy rates.
  • Confidence and motivation.  Property investment is easy with a plan.
  • An understanding of loan type.  We show you why ‘interest only’ loans are not as scary as you might think!
  • Our in-house software will drill down on the numbers and work through all concepts in a graphical and easy to understand way.

Find Out More About Our Planning Session