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First Home Buyers

Build confidence in the scary word of buying your first property.  Learn about LMI, offsets, redraw, fixed, variable, P&I or IO, FHLDS, FHOG, stamp duty concessions, borrowing capacity.


Keep or sell your first home? Make a better plan for a growing family’s changing needs. Understand the options to expand and renovate to stay. How to buy before selling. How much should you borrow vs how much can you borrow.

First Time Investors

Calculate costs and benefits of investment property. Understand the benefits of interest only lending, lines of credit, extracting equity and how to plan a future with more property.

Experienced Investors

Structure for growth and flexibility.  Manage and mitigate risks. Weigh up benefits of trusts. Complex investment property loan structuring. How to keep buying when the big 4 say “no”.  Residential vs Commercial, small lot development and larger subdivisions.

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Awards & Recognitions

Innovator of the Year 2021 Finalist - Max Phelps
Getting Your Money $hit Together