We are tickled pink with our new investment property and how it unfolded
Thank you Sophie and team, we are tickled pink with our new investment property and how it unfolded. You guys did really well getting us over the line as I mentioned to Lance, I’m not good on paper work. Knew it was going to be alotta backwards and forwards but grateful for Opes holding our hands through it all - especially doing a deal on 2 at once! I think Fiona and I did well for a couple of novices. Lance and Anna were exceptional in guiding us through the process, otherwise we would probably still be sitting on the fence. I appreciated them always getting back to me with an answer pretty well anytime I rang.
Steve H10/6/2024
Spending 45 (of your best) years working, only to retire on the pittance that is superannuation (if it will even still be around when you and I retire) sounds like a horrible deal to me!
I was fortunate to realise this at a young age, so after university I spent (what felt like) another small fortune on some great 'financial' education figuring out how to avoid that.
Once I understood leverage, I went out and bought my first investment property at 22... and then I started my first business at 25. (I'll leave you to guess my age from my photo :-))
Ever since then, financial freedom has been my primary goal - for myself, my family and my clients. Full disclosure though... initially I was too obsessed and probably pushed too hard, which ended up costing me a lot. The expensive and humbling lessons I learned through that 'reset' taught me patience and that enjoying the journey is also incredibly important. They've also allowed me to help ensure others don't make the same mistakes.
Now... my wife and I have accumulated a $6m+ property portfolio, run a couple of businesses and enjoy at least a week a month wakeboarding around Taupō over the summer or snowboarding on Ruapehu during Winter - and once the world opens up properly again for international travel, we have a long list of new places that we plan to visit. I don't think our two boys (currently 9 & 10) really understand what Mum & Dad do for a 'job' - which is perfect - and we plan to ensure they begin their working lives with a much better financial education and base than we ever did.
Finally, after observing the crew at Opes Partners and listening to every single one of their podcasts for a couple years, I realised just how focussed and genuine they are. The deals they negotiate, the due diligence they go through, the data analysis they undertake, and the fact that I was initially frustrated at their conservative projections - all led me to want to work with them.
Fortunately, they seemed to like me too... and now I look forward to helping you achieve your financial goals through property.
What's it like working with Lance?
steve
5/5 stars 5/5 stars He tailored the discussion very specifically to my needs, rather than a prescribed script
It is very easy to rate Lance 5 stars. The experience was informative, clear, personalized, and thought provoking. He was very professional in his approach and went to great lengths to explain all aspects of the investment plan. Something that particularly impressed me, was he really personalized the conversation. I felt like he tailored the discussion very specifically to my needs, rather than a prescribed script. Very impressive, and without doubt the most interesting informative session I have experienced regarding investment. Certainly, Lance has given me food for thought. Without hesitation I would recommend him to anyone looking for advice and direction in this area. Thank you, Lance.
Deborah B4/6/20245/5 stars We would highly recommend Lance for discussing your wealth plan with
My husband and I had a meeting with Lance to discuss whether investing in property would be a viable option for our retirement. We were very appreciative of Lance's honesty and integrity, when he suggested property may not be suitable for our situation. He referred us to another advisor, outside of Opes Partners who deals in a different sector. We would highly recommend Lance for discussing your wealth plan with.
Jennifer B27/5/20245/5 stars Helped us clarify what we needed to do to achieve a comfortable retirement
We found Lance friendly, informative and very helpful when we spoke with him. He helped us clarify what we needed to do to achieve a comfortable retirement, and how to go about it. He listened well, understood what was important to us. Communicated in terms that we were able to understand. We would recommend Lance as a go to person
Barry C26/5/20245/5 stars He patiently listened and answered all our questions
It is our pleasure to work with Lance Jensen. He is very knowledgeable and professional. He patiently listened and answered all our questions. I highly recommend Lance to all investors who need to set up the right path. Thank you very much Lance for your help.
Nguyen T16/5/20245/5 stars The process is transparent and easy to follow
We worked with Opes Partners for property investment advice and step-by-step assistance to put a plan in action. Highly recommend as a way to analyse and understand the risks and rewards of property investment, and to take practical action to secure a better future. Lance, Sophie and the team at Opes made the process transparent and easy to follow, and provided support, guidance and resources every step of the way.
Alex C8/5/20245/5 stars I now have a plan for retirement and own my first property
Living overseas I had accumulated some saving and wasn't sure what to do them. My brother suggested investing it and introduced to Lance Jensen. I must admit that was pretty nervous and unsure of the process. During out first meeting, Lance talked me through the process, explaining in a way that I could understand. By the end of that meeting, I felt far less anxious. The ball was rolling fairly quickly and with 8 weeks i had purchased a rental property. All the through the process the team at Opes were there with me. With the support of Lance and the Opes Team, I now have a plan for retirement and own my first property.
Kym M5/5 stars Would highly recommend Lance and OPES
Great conversation and really insightful. I appreciate the clear communication and discussion on our next step. Would highly recommend Lance and OPES.
Alex T31/1/20245/5 stars My partner and I both felt more empowered
My partner and I had an incredibly insightful conversation with Lance Jensen from Opes Partners. We are new to property investing and wanted to utilise the expert knowledge and services that Opes Partners offered to get us on track to reach our property investment goals. Lance delivered in spades. He straight away recognised some challenges that we would face and we both appreciated the frank & open discussion around this. By the end of the session my partner and I both felt more empowered on our property investment journey. We also have greater clarity around the work we need to do in order to put ourselves into a position to get the next property(s). If you have thought about doing the portfolio planning session with Opes & haven't yet, then just do it!
Leah1/2/2024