Auckland’s second largest suburban apartment developer
– CBRE August 17
Apartments completed in 2016
Residential Completions Scheduled for 2018
Work completed and future development in pipeline
Property focused financial planning clients registered for our education courses each year
Wholesale private equity real-estate funds launched 2017
We Offer Services that Work
Du Val Wealth KICKSTART Seminar
Our KICKSTART seminars are held each month to introduce New Zealanders to the world of financial planning and property investment.
We run an education program able to be completed over six months, comprising Four Modules providing you with the knowledge you need to make better financial decisions, pay off your home loan faster, build wealth through property ownership and create passive income.
We will help you build wealth through property ownership by assisting you to implement your financial strategy delivered as part of your personal Financial ROAD MAP
Financial Road Map
As part of our educational program, we provide one on one time with our Authorised or Registered Financial Advisers to help you develop a financial strategy to achieve your short, medium and long-term goals. We call this your Financial ROAD MAP.
We run VIP workshops every quarter for our key clients where we provide market information, present new investment opportunities & analysis, introduce guest speakers who are expert in their fields and provide an opportunity to meet inspirational and like-minded people to support you on your journey.
How we have helped
Number of Clients
Millions of dollars saved in interest
Years shaved of Mortgage
Our education program is split into Four Modules, completed at your own pace. As part of your education program, meet with one of our Authorised or Registered Financial Advisers to develop a personal financial strategy.
Property Focused Financial Planning
- Financial health check
- Needs analysis
- Risk assessment
- Goal setting
IMPLIMENTING YOUR PLAN
- The report explained
- Get the right legal structure
- Open new bank accounts
- Implement your family budget
BUYING YOUR FIRST INVESTMENT PROPERTY
- Your investment strategy reviewed
- Types of property investment
- Understanding the numbers
- Conducting your due diligence
- Your portfolio goals reviewed
- Portfolio monitoring & review
- Financial management
- Strategies for capital growth