The Master Plan
Your Initial Game Plan
STEP 1: This is a get to know you session where we go through your situation and the direction you want to head in. This will cover off on financial and personal aspects that you would like assistance with.
Your Asset Snapshot
STEP 2: organising your loan structure;
Obtain obligation free pre-approval and an overview of how to structure your debt in order to maximise tax efficiencies. This results in you being able to;
- Start going to Auctions – take our Property Inspection checklist to assist you.
- Utilise our Property Outlook tool to assist you gain more information on the market.
- Make an offer on a home.
- Buy your dream home!!
|Standard Support||The Master Plan|
|Exclusive Seminars||First Home Buyer – only|
filled with tips, tricks and the latest news
|Property Outlook |
|3 free reports ||Unlimited reports and access|
|Loan Summary |
detailing your loan structure
|Phone Consultation |
personalised with Julie
|1 per year ||1st year every quarter to ensure you are on track with your savings plan and overall personal and business goals|
|1 hour - Face to Face |
consultations – to ensure that your loans are structured in the best way for you to achieve your long term goals and that the loans remain relevant to your needs
|1 per year||1 per year|
|E-Mail and Phone Assistance |
throughout the year
Your Acquisition Experience
STEP 4: Once you have purchased/ made the decision to re-finance we co-ordinate the bank, solicitor/ conveyancer all on your behalf to ensure a quick and painless experience. We will also help you obtain the first home owners grant if you qualify.
Your Protection Lifestyle Solution
STEP 5: Risk Management and Personal protection – I know we would all like to think we are invincible but just in case you are not! Taking into account the increase in debt – We will assist you review your protection strategy – to help protect you against losing your assets in the event of sickness or injury.