OUR SERVICES

Step 1: Discovery Call        One on One            15mins

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Our Discovery Call is a brief, obligation-free conversation designed to understand your goals and what you’re looking to achieve through property investment. We'll outline the key components of our service and explore how they align with your objectives.

Our investment strategy is built around the principle of long-term financial freedom.

If we’re a good fit, we’ll then schedule a comprehensive, 1-hour Property Plan Meeting, where we’ll dive deeper into your financial position and begin developing a tailored investment strategy.

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Step 2: Property Plan Meeting:       1hour 30mins

   Newcastle or Via Zoom outside of Newcastle

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If we determine there’s a strong alignment, we’ll schedule a comprehensive, 1-hour Property Plan Meeting. This session is designed to build the foundation of your investment journey. During this meeting, we will:

• Assess your current financial position and clarify your investment goals

• Develop a personalised property investment strategy

• Review detailed property cash flow forecasts, including:

  • Estimated weekly holding costs

  • Applicable tax benefits

  • Projected capital growth of potential investment properties

By the end of this session, you’ll have a clear, tailored plan outlining the next steps toward building a successful property portfolio.