What we do

Education

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.

  • Four core education modules
  • Modules are able to be completed at your pace, within six months or less
  • One on one needs analysis with an Authorised or Registered Financial Adviser
  • Personal strategy prepared by your adviser to help you achieve your financial goals
  • Authorised or Registered Financial Adviser as your personal coach
  • Graduate program by invitation

We provide a comprehensive educational program able to be completed at your own pace, within six months or less. We offer Four Modules which provide a solid foundation of knowledge and lead in to our invitation only VIP graduate program.

In conjunction with our education program we provide a financial planning and mentoring service to help you develop a financial ROAD MAP and strategy with the assistance of our Authorised or Registered Financial Advisers to support each module.

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

How can we help you?

We provide a comprehensive educational program able to be completed at your own pace.

Contact Us

What our Clients say

I recently purchased an apartment from the Du Val Group. I found the whole process from beginning to end very straightforward. They had a great show suite, detailed maps and diagrams of the design. They discussed with me my needs and helped select a unit that met those needs. The sales team was professional and made the actual sales process very easy. The team have also been providing regular updates on the progress of the project which is great.

Damien Gibson

Purchaser, Lakewood Plaza

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