This programme involves working with your coach to design and execute an ambitious strategy to grow wealth. We start with a financial plan that considers your goals, timeframes, risk tolerance and window of opportunity.
Because you want to build a property portfolio and your goals are big, the margin for error is small, the sequence of actions you take needs to be precise and your portfolio requires careful consideration of different property options to create a balanced portfolio.
Once the strategy and lending plan is agreed, you’ll work with a coach to execute your wealth creation strategy and implement a debt-repayment plan to support it that considers your cashflow sensitivities.
To plan for retirement, you need to know how much you need to enjoy the life you want after you finish working. There is no magic number. Just your number.
The first step is a 90 minute meeting with one of our financial strategists and coaches. Here we establish your starting point, what you should be aiming for and how we can get you there faster.GET STARTED