Having a team of professionals who understand your plan is vital for your success. There are several different aspects to your financial future and all parties must be on the same page with you. This is why we have a team of professionals who work together, and with you.
Our Extended Team of Professionals
Helping You Create An
Income For Life
Accountant / Tax Planning
Tax minimisation is one thing, but being able to borrow money to continue your wealth creation is another. Combined with asset protection and tax effective structuring, it is important to get this right.
Cash-Flow Management & Financial Freedom Modelling
Having a financial plan is vital. Being able to see the numbers for how that all looks and comes together as one is imperative. The financial modelling program has been built around exactly this. The team can model your next step for you, before you do it! The program breaks down your financial position into a month by month basis to help you make the right financial decisions.
Finance Broking Services
The finance team has the same lenders and products as most finance brokers and lenders out there. However, their main point of difference is ensuring you structure your lending the smart way. When you understand how the lender products and structures can work in a way to save you thousands of dollars in interest and shave years off your mortgages, that advice is critical to your success and end goal of building your passive income.
Property Education
Buying an investment property is easy enough, as finding one you like is not difficult. BUT … what does that property need to do for you? Can you force additional value on the property? Is the location correct? Does the cash-flow of the property meet your requirements for that property purchase? Knowing what your property requirements are, and then finding the right property to match those requirements for this part of your financial plan is imperative to your success.