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
  • First Home Buyer
  • Goal Setting
  • Tax Tips
  • Building an Investment Portfolio
  • and More
filled with tips, tricks and the latest news
Quarterly Quarterly
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
N/A Unlimited
practical checklists
  • Thinking of buying checklist” - to guide you every step of the way through the biggest purchase you are likely to make!

  • “So you have purchased” – to assist you with the settlement process, moving and final inspections.


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.