







Around 15 minutes. It’s just a quick chat to see if a free strategy session makes sense.
I keep my books tight because I only want to work with people who are on the same wavelength. If what we do resonates with you, great. If not, that’s fine too. I'll be transparent with you too and if I don't think we're a good fit, i'll happily recommend another suitable company.
Usually, yeah. Especially for first home buyers or early-stage investors. But it really depends on your situation. What we see all the time is two partners arguing about whether rent-vesting makes sense. If nothing else, this session can double as couples counselling (joking… I'm not a counsellor).
What we’ll actually do is model out two or more scenarios side by side. You’ll see the difference in cash flow and capital now, and 5, 10, 30 years down the track. We get that owning a family home creates security, and we want that for you too. But we also want you to understand the pros and cons, the timing, the costs, and the long game.
That clarity is what lets us build a plan around your goals, without you being chained to a mortgage for 30 years.
Because we actually like helping people at this stage. It costs us money to run the software for each person, and most Buyers Agents would charge you $3,000 for the same session (cowards).
Here’s me being transparent, just like I would if you became a client. A percentage of people who do this end up working with us, and a percentage don’t. Both are fine. At the very least you’ll leave with clarity. At best, I might even save your relationship during our “counselling” session (kidding… mostly).
No. That’s stupid. Let me explain.
A “hotspot” for you isn’t the same as a hotspot for someone else. If you can hit your goals in 4 years, your property brief will look completely different to someone on an 8–10 year path. That changes what suburb makes sense.
Sure, getting in at the bottom of a cycle is great long term. But in the short term, hotspots with recent capital growth can look stronger. The trade-off is they usually underperform over the longer run. Then you’ve got cash flow, income, number of kids, risk tolerance… all of it matters.
Buying in a hotspot without a plan is daft. Build a strategy, use smart lending, and make decisions that actually get you to your goals with as little risk as possible.
Where the evidence points us. Statistics/data have come along way since your parents bought there first place. Buying in the same suburb you live in give you a 1 in 15,000 chance of choose the best one in Australia... Need I say more?
If you want… sure. But that’s the move of a shark (aka your typical dodgy buyers agent).
We stick around. We work with your Retain Property approved mortgage broker, accountant, and whoever else is in your corner to keep your portfolio moving. We get bank valuations every 6–12 months so you know your equity and borrowing power.
You hold us accountable, we hold you accountable. That’s how this works.
We demand it. This is basically a counselling session (still joking… kind of).
It’s important you’re both on the same page. You, your partner, the mortgage broker, our strategy team, our suburb expert, your accountant & any other professionals... e.g. financial planner.
Everyone needs to be part of it. No one sits on the bench.
