Your consultation with a wealth coach
To get a detailed analysis of your current financial situation and your financial capacity, we offer a free, no-obligation thorough financial consultation with your very own wealth management consultant. During your initial financial consultation, we will assist you to create personal and financial goals to understand your future objectives. We then analyse your current loan structures, look at your equity and affordability and hopefully match them together.
Evaluating your investment capacity
During the initial consultation your wealth coach will analyse your current and potential investment capacity. The majority of our clients are already in a stable financial position in which property investment is a real alternative to enhance their finances. Not everyone will be in the position to become a property investor in the short term. But don’t worry, our mission as wealth coaches is to provide you with the tools and guidance required to achieve your future goals, helping you on both a short and long term basis.