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Empowering investors through Education, Planning and Mentoring.

Property Statistics

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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
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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

Personal FINANCIAL COACH
We provide an ongoing mentoring service for guidence in financial matters, wealth strategies and financial education. NOTE: This service does NOT provide specific investment advice.
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.
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 wealth strategies, how to manage risk, property cashflow, tax planning, asset protection and an exit strategy.
SMSF concierge service
We provide assistance and support to SMSF trustees in the area of administration, compliance, coaching, strategic analysis, wealth strategies, researching products and services. We also assist with annual SMSF Investment Strategy updates, Trust Deed updates and other SMSF documents. NOTE: This service does NOT provide specific investment advice.

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OUR SERVICES

wealth builder program
The 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, wealth 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. Our 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 Wealth Builder 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 changed and does your goals need adjustments.
"When you fail to plan, you plan to fail"
PERSONAL FINANCIAL COACH
  • 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. This is a one-on-one coaching program. 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's 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.
SMSF Concierge Service
Our SMSF concierge service is ideal for SMSF trustees who needs help to understand their SMSF and assistance in administering their SMSF. We also assist trustees to liason with their accountant, auditor, stockbroker, financial planner and insurance broker. Many SMSF trustees' don't fully understand their roles, duties and responsibilities as SMSF trustee, we are able to spend time to talk and explain to SMSF trustee's where its needed. We assist SMSF trustee to gather gather documents, statements, complete forms, understand & compare assets and reserach information. Our services helps SMSF Trustees who wants to free up some time and simply enjoy life. What's included: - Ongoing mentoring / SMSF coaching - Financial Guidance - SMSF education - Support SMSF trustees with duties and responsibilities - Strategic analysis - Research products and services on behalf of SMSF Trustees - Assist with "SMSF Investment Strategy" and Trust Deed updates (additional fees apply) 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
  • International Property Investing
  • Development Vs Investing
Wealth Builder WORKSHOP

$0 FREE

Learn:
  • How to Set Financial Goals
  • How to Budget
  • Wealth Creation Strategies
  • Investing Fundamentals
  • Understanding Investments Assets
  • 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
Wealth Builder 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

Up Coming Events

EVENT DATE
FREE INVESTOR WORKSHOP
MASTERCLASS COURSES (Fees apply)
Feb 2027
Wealth Builder Work Shop 19 Feb 2027 7.00pm to 8.30pm
SMSF Trustee MasterClass 26 - 27 Feb 2027
Apr 2027
Wealth Builder Work Shop16 Apr 2027 7.00pm to 8.30pm
SMSF Trustee MasterClass 23 - 24 Apr 2027
Jun 2027
Wealth Builder Work Shop18 Jun 2027 7.00pm to 8.30pm
SMSF Trustee MasterClass 25 - 26 Jun 2027