Request Your Financial Wealth Plan
Discovering your financial potential is an exciting process that can be quite literally life changing. We’re looking forward to working with you to help you see how you can grow your wealth through real estate.
This process includes a full analysis of your current position to structure a potential investment plan for you. At your 2-hour consultation, our Financial Planning Partner will present their findings along with detailed investment strategies and recommendations.
Our Platinum Members receive this service at $0 cost (Instead of the normal $3,000 retail price).
To order your tailored Financial Wealth Plan the steps are;
Book your Financial Wealth Plan here. Note - no payment details will be requested.
We’ll send you a confirmation email with a list of the documents we need you to gather and upload online to a secure site, so our Financial Planning Partner can get started on the number crunching and analysis.
Our Financial Planning Partner will contact you and book you in for your 2-hour consultation at a time convenient to you, that gives you enough time to gather and share the necessary information with them before hand as thats when their work starts.
Our Financial Planning Partner will then meet and share their findings, discuss your tailored financial strategy options, get your feedback on the draft plan and complete and deliver your Statement of Advice (SOA)*.
You are then ready to go and you know exactly what steps to take next.
*A personalised Statement of Advice (SOA), that can only be prepared by an Authorised Financial Advisor (AFA) who is regulated by New Zealand’s Financial Markets Authority (FMA).