Overview
What's included in this service?
The 3-Step Process
The 3-Step Process
Kiwi investors tend to want 1 of 3 things – they either want to build a passive income, live a comfortable retirement or grow their wealth … but they don't have a plan for how to get there.
If you're like most NZers, you’ve probably jumped on TradeMe, saved a few properties to your watchlist, talked to your partner, but never followed through with anything. Procrastination takes over.
So the first step in the programme is to co-create a plan using our MyWealth Plan software. We built this software specifically to help Kiwis create a financial plan in under an hour.
You'll leave this 1-hour session with a written down plan. Pen to paper.
Once you've created your plan in step #1 – your property partner will go out and find properties that fit your plan. They'll search through projects from up to 58 developers to find the best ones for you.
When you meet again, you'll review the top picks, go through the analysis, crunch the numbers together, and then decide which ones to hold with the developer.
Once you've selected a property, you'll work for 10 days to make sure it's the right property for you. So you'll work with your Property Partner and Client Relationship Manager to dig into the details of the property.
You'll go and look at the development and be introduced to mortgage brokers, solicitors, accountants, and property managers. Their sole job is to help you figure out if this property works for you.
And you’ll have access to all the resources, tools, and data … so when confirmation day comes, you have confidence you know you’re making the right decision.
Pricing
It’s free. Complimentary. No Cost.
Why?
The developer pays us a marketing fee when you confirm that the property is the right fit for you. Very similar to the way a mortgage broker gets paid by the bank.
Now it's important to note that we are paid the same fixed rate no matter what property you invest in.
If it’s a $500k apartment in Christchurch or a $1.3 mil 3-bedroom townhouse in Ponsonby – we get paid the same rate.
That's important because then we can recommend the right property for you, and there's no incentive to recommend you invest in a more expensive property, just so we get paid more.
How To Sign Up
Sign Up For The Programme
Who This is Right For
Is This Programme The Right Fit For Me?
Who the programme is the right fit for:
- You understand the concept of property investment, but who wants help putting it into practice.
- You want a “Done for you” property investment service, so you can be a hands-off investor.
- You are someone who has at least a 10 year investment time horizon.
- And finally, you’re ready to become a property investor.
Who this the programme is NOT the right fit for:
- You’re more into the smell of paint or the colour of a wall than the numbers that stand behind an investment property.
- You only want investments that are hands-on, so you can save a few dollars here and there.
- You have plenty of time on your hands and want to do the property investment process yourselves.
- You’re looking for an overnight success and want to get rich quickly.
FAQ's
Frequently Asked Questions
“I’m not sure if I’m in the right financial place to invest … is this still right for me?”
We see New Zealanders in all sorts of financial situations every day, and we often see people who are almost at the point where they can financially commit to investing … but aren’t quite there just yet.
That’s totally fine.
In actual fact, many people are in the right position to invest … but they just don’t know it yet. Or you may just need to make a few quick structural changes so that the bank will approve the finance. This is a big part of what we do.
But, if you're not in the right position to invest, we’ll give you basic advice on what you’ll need to do to get in the right position during the initial free property coaching session. Then, once you’re ready, you can properly go through the programme.
That’s why, if in doubt, it’s best to sign up and we can talk it through and give you more personalised financial advice when you come in for that first free coaching session.
“Once you show me the properties, why wouldn't I go to the developer directly?”
A big part of the programme is simplifying the process of becoming a successful property investor. For instance, when you put a property under contract and go through due diligence your Client Relationship Manager will project manage the whole process for you.
That includes making sure your solicitor, property manager, mortgage broker and insurance broker are all doing what they need to do at the right time. Aimee has helped over 800 investors complete this process, so you can have confidence that you'll be dotting the i's and crossing all the t's.
This is an important part of the programme, which you wouldn't have access to if you deal with a vendor or developer directly.
Here's a video where Aimee and Tina explain the part they play within the programme 👇
“Can I bring my own property for you to look at?”
All the properties that we show you within the programme have been through an extensive process to ensure they are investment grade.
The numbers have been crunched, the developer checked out, the building materials looked over with a fine-tooth comb.
The process is comprehensive.
Because of that, we can't go through the same process every time someone brings us a new property they’ve found.
On occasion, we will run some very basic numbers on a property you’re looking at, as a point of comparison. And, if the property you’ve brought us stacks up as a good investment, we will tell you to buy it.
Having said that, this programme is fully comprehensive. It’s not a pick and choose. We scour the market all day, every day, looking for the best deals for our investors … and when we find a good deal, we go and get it, and recommend it to our clients.
Most of the time, if there are better deals of the market, we already have them.
This is what we do.
“Am I too old?"
This is such a common question.
We were once asked this by a couple in their mid-forties at one of our Christchurch seminars!
Generally, this programme will work best for people who still have a few years before retirement (60 and under) and have a 10-year investment horizon. That doesn’t mean you’re too old if you’re older than that, it’s just that the strategies we recommend to you will be different.
Sign Up To The Programme
Sign Up To The Programme
"What Happens If I Fill Out This ☝️ Form?"
Find Out Exactly what happens when you fill out this form here. 👇
