There’s no secret formula to our members’ success, just 7 proven steps to take you all the way up the property ladder to true financial freedom.

STEP 1: Learn

  • Work out how much you can borrow and present your borrowing capacity results.
  • Provide a financial health check on your current loans (if any) to see if there are savings to be had (by broker) to help you own your home faster.
  • Discuss loan options and accessing equity.
  • Discuss protection strategies.
  • Present a strategy to help you reach your goals.

[step num="2" title="Meeting" image=""] 

  • Initial meeting to learn about investing in property and understand your goals.
  • Discuss our approach, types of property and the importance of research and affordability.


STEP 3: Property Shortlist

  • Provide details of our 32 point research and identify suitable properties for your specific requirements.
  • Property Investment Analysis (PIA) of suitable properties.
  • Shortlisting suitable properties using our unique tools.

STEP 4: Property Selection

  • Your selection of property and expression of interest.
  • Conveyancing support.
  • Finalising finance with the lender of your choice.

STEP 5: Construction

  • We recommend new properties for depreciation, low maintenance and the highest possible returns.
  • Project management of the construction stages
  • Progress reports and photos at each stage

STEP 6: Handover

  • Depreciation report to help you maximise all available tax deductions.
  • Finding quality tenants.
  • Quality inspection.
  • Handover / settlement.

STEP 7: Platinum Support Program

  • Completion of ATO 1515 tax variations.
  • 90 day post settlement review.
  • Ongoing support.
  • 12 month review of plan and approach.