Education

Modules

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

As part of our first educational module you will meet with your Authorised or Registered Financial Adviser.

Implementing your Plan

Between Module 1 and Module 2 you will have met with your Authorised or Registered Financial Adviser who will have delivered your personal financial strategy which we call your ROAD MAP.

Buying your First Investment Property

By the time you have completed Module 2 you will have a solid understanding of your personal ROAD MAP and have a strategy to help you achieve your goals over time.

Portfolio Construction

Module 4 helps you understand the importance of portfolio construction and consistency of investment within the framework of your ROAD MAP (financial strategy).
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