Empowering investors through Education, Planning and Mentoring.
Property Statistics
2.2 Million Property Investors
The ATO says approximately 19% of Aussies have an investment property. Out of 11.4 million Australian tax payers, approximately 2.2 Million have an investment property.
SOURCE: Australian Taxation Office (ATO) 2022
71% of Property Investors.
71% of property investors only hold 1 investment property and only 0.08% of property investors hold more then 6 properties.
SOURCE: Australian Taxation Office (ATO) 2022
Average Mortgage
The average mortgage across Australia is $642,000. The lowest is Northern Territory at an average of $416,000 with New South Wales the highest with an average of $779,000.
SOURCE: Australian Bureau of Statistics (ABS) 2022
OUR SERVICES
fREE iNVESTOR WORKSHOP
These are FREE workshops where you will learn the basics of property investing, wealth creation, tax planning, asset protection, SMSF and property development.
It gives you an overview to see if you want to go further to learn more in detail about these areas.
MASTERCLASS COURSES
These indepth courses are in a small group enviroment where you can ask questions and learn about personal wealth, property investing, property development and SMSF.
As this is run in a small group, limited places are available so please register early to reserve your place.
Property wealth builder program
Our Wealth Builder program is customised long term wealth creation program with a Strategic Investment Plan and ongoing Financial review. We program covers property investing strategies, manage risk, property cashflow, tax planning, asset protection and an exit strategy.
FINANCIAL COACH
We provide a monthly coaching service for guidance in general financial matters, strategies and financial education.
NOTE: This service does NOT provide specific investment advice.
OUR SERVICES
property wealth builder program $4,400 (inc GST)
The Property Wealth Builder Program is a structured program designed to help individuals create long-term wealth by starting with a strategic investment plan and an ongoing asset review to see if you are on track to acheive your goals. The program also provide financial education, property investing strategies, budgeting, cash flow management, goal setting, risk management, tax planning and asset protection.
It teaches participants how to build sustainable wealth through smart decision-making, real asset growth, financial discipline, and lifestyle balance. A holistic approach also considers areas such as health, relationships, purpose, and personal wellbeing, recognising that true wealth is not only financial freedom but also living a balanced and meaningful life.
We design a Strategic Investment Plan for the participant, a blueprint to guide them in their wealth creation journey. A plan is criucial for making an informed investment decision and enable investors to strategically manage their investments for long term success.
We complete a full financial review once a year to see how assets performed, are you on track for your goals, has your circumstances chaged and does your goals need adjustments.
It teaches participants how to build sustainable wealth through smart decision-making, real asset growth, financial discipline, and lifestyle balance. A holistic approach also considers areas such as health, relationships, purpose, and personal wellbeing, recognising that true wealth is not only financial freedom but also living a balanced and meaningful life.
We design a Strategic Investment Plan for the participant, a blueprint to guide them in their wealth creation journey. A plan is criucial for making an informed investment decision and enable investors to strategically manage their investments for long term success.
We complete a full financial review once a year to see how assets performed, are you on track for your goals, has your circumstances chaged and does your goals need adjustments.
"When you fail to plan, you plan to fail"
PERSONAL FINANCIAL COACH $165 per month (inc GST)
- Our Personal Financial Coach program is an ongoing mentoring service to help individuals improve their financial knowledge, habits, achieve financial goals and decision-making through guidance from an experienced mentor. Financial coaching may cover areas such as budgeting, saving, debt management, cash flow planning, investing strategies, wealth creation, retirement planning, and risk management. Mentors often share real-world experience, tools, and step-by-step strategies to help participants build confidence and make informed financial decisions. These programs can be delivered through one-on-one coaching. The goal is not only to teach financial concepts but also to develop long-term financial discipline, mindset, and practical skills that support financial independence and stability. What included: - Monthly / Quarterly Sessions - Holistic Financial Guidance - Assistance and Ongoing Financial Education - How to Budget - How to Set Financial Goals - How to Start Saving - Financial Strategies NOTE: This is not a financial planning service and we do not provide specific investment advice.
FREE INVESTOR WORKSHOP
Property Investment WORKSHOP
$0 FREE
Learn:
- Property Fundamentals
- Pros and Cons of Property
- Key Steps for Property Investing Success
- Building a Property Portfolio
- Property Market Cycles
- Property Strategies
- Understanding Property Financing
- Tax Planning & Asset Protection
- Exit Strategy
- Pros & Cons Negative Gearing
- International Property Investing
- Development Vs Investing
foundation Wealth WORKSHOP
$0 FREE
Learn:
- How to Set Financial Goals
- How to Budget
- Wealth Creation Strategies
- Investing Fundamentals
- Understanding Investments
- What is Asset Allocation
- Property vs Shares
- What is Superannuation
- Tax Planning
- Asset Protection
- Investing Mistakes to Avoid
- Do you need a Will
- Retirement Income Planning
property development WORKSHOP
$0 FREE
Learn:
- Property Investing Basics
- Property Development Basics
- Residential vs Commercial
- Project Feasability Study
- Types of Development
- Development Finance
- Understanding Tax Structure
- Asset Protection
- Development Process
- What can go wrong
smsf PROPERTY INVESTING WORKSHOP
$0 FREE
Learn:
- What is a SMSF
- Pros & Cons of SMSF
- Property Investing in SMSF
- Residential vs Commercial Property
- SMSF Borrowing Rules
- BARE Trust and Stamp Duty
- Renovations and Devlopment
- Mistakes to Avoid
- SMSF Retirement Income Planning
- Exit Strategy
MasterClass Courses
Property Investment masterClass (2 DAY SESSION)
$3,300
(INC GST)
Content:
- Key Steps of Property Investing
- Property Fundamentals
- How to Build a Property Portfolio
- Property vs Shares
- Pros and Cons of Property
- The Property Market Cycle
- Different Property Investment Strategies
- Residential vs Commercial
- Understanding Tax Structures
- Town Planning & R Zones
- Property Valuations
- Tax Planning for Property Investors
- Property Financing
- Property Joint Venture and Unit Trust
- Property Development
- Property Investment Plan
Foundation Wealth Masterclass (2 DAY SESSION)
$3,300
(INC GST)
Content:
- Priciples of Wealth Creation
- Setting Goals, Budgeting and Cashflow
- Understanding Risk
- Understanding Investment Assets
- Investing styles & strategy
- Asset Allocation & Diversification
- Good Debt vs Bad Debt
- Tax Planning & Tax Structures
- Understanding Insurance
- What is Superannuation
- Understanding Tax Structures
- What are Tax Havens and Tax Free Zones
- Wealth Education
- Estate Planning & Asset Protection
- Plan for Retirement
- Professional Advice
- Develop a Personal Wealth Plan
property development masterclass (2 DAY SESSION)
$3,300
(INC GST)
What included:
- What is Property Development
- 10 Steps Property Development Plan
- Build Your Team
- Types of Development
- Project Feasability Study
- Market Research
- Development Approval (DA)
- Regulations and Town Planning
- Residential Vs Commercial Development
- Tax Structures
- Developer Finance
- Investors and Joint Ventures
- Risk Management
- Asset Protection
- Project Mangement & Cashflow
- GST and CGT for Development Projects
- Infrastructure Cost and Council Restrictions
- Pre-Sales & Marketing
- Real Estate Agents
- What Can Go Wrong
smsf trustee MASTERCLASS (2 DAY SESSION)
$3,300
(INC GST)
What included:
- What is a Superannuation Fund
- Pros & Cons of SMSF
- What is a SMSF Trustee
- Trustee Responsibilities
- SMSF Compliance
- SMSF Income Tax and CGT
- SMSF Investment Strategy
- Investing & Asset Portfolio
- Understanding Risk
- Allowed & Restricted Assets
- Tax Returns and Audits
- Understanding in-house Asset Rules
- Insurance in SMSF
- SMSF Borrowing Rules
- ATO Fines and Penalties
- Adding Members and Changing SMSF Trustees
- What can go wrong
- Winding Up a SMSF
sMSF advance investing MASTERCLASS (2 DAY SESSION)
$3,300
(INC GST)
What included:
- What is SMSF Summary
- SMSF Investment Stratgey
- What are SMSF Allowed to invests in
- What are Restricted and Banned assets
- 3 Core Investing Strategies
- Understand Invesment Assets
- Asset Allocation
- Diversification & Risk Management
- SMSF Borrowing Rules, BARE Trust & LRBA
- Property Investing in SMSF
- Property Developing in SMSF
- SMSF Property Administration
- SMSF Property Mistakes to avoid
- Private Loans
- Derivatives in SMSF
- Exotic assets (collectables)
- Using Special Investment Unit Trust
- Understanding TBA rules
- Investing vs Trading
- Retirement Cashflow Planning
Up Coming Events
EVENT DATE | FREE INVESTOR
WORKSHOP | MASTERCLASS
COURSES (Fees apply) |
Oct 2026 | Property Investment Work Shop
28 Oct 2026
7.00pm to 8.30pm | SMSF Trustee MasterClass 22 - 23 Oct 2026
|
Nov 2026 | Property Investment Work Shop26 Nov 2026 7.00pm to 8.30pm
|