Financial Wealth Plan

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Financial Wealth Plan

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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 we will present our findings along with detailed investment strategies and recommendations.

Our Wholesale Members pay a reduced Platinum Member Only price of $0(Instead of the normal $3,000 retail price). 

To order your tailored Financial Wealth Plan the steps are;

  1. Book and pay for your Financial Wealth Plan here.

  2. We’ll contact you and book you in for your 2-hour consultation with our Financial Planning Partner, at a time convenient to you, that gives you enough time to gather and share the necessary information with us - thats when our work starts.

  3. 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 we can get started on the number crunching and analysis.

  4. We’ll then meet and share our findings, discuss your tailored financial strategy options, get your feedback on the draft plan and complete and deliver 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).

  5. You are ready to go and you know exactly what steps to take next.