Strategy Session

Silver Package

A focused one-on-one consultation to clarify your objectives, assess your borrowing capacity, and define a property investment pathway that suits your budget and risk profile. You’ll leave with a clear, actionable plan.

“A focused, one-on-one consultation to give you clarity, direction, and a tailored property investment plan.”

What’s Included

  • Pre-session questionnaire to understand your goals, current position, and investment experience

  • One-on-one strategy call (60 minutes) tailored to your property and finance objectives

  • Borrowing capacity assessment and discussion of finance options

  • Overview of different property investment approaches (e.g. SMSF, residential, high-yield)

  • Guidance on market conditions and factors to consider before buying

  • Identification of next steps to move from planning to action

  • Summary email outlining key discussion points and agreed action items

Who It’s For

  • Buyers wanting a clear plan before starting their property search

  • Investors exploring different finance and investment options

  • SMSF trustees considering property investment within their fund

  • First-time buyers seeking expert guidance before entering the market

  • Time-poor professionals who want an actionable strategy without lengthy research

  • Anyone needing clarity on their borrowing capacity and how to use it effectively

Why You Need It

  • Gives you a clear, personalised roadmap for your property goals

  • Helps you make informed decisions with confidence

  • Saves you weeks of self-research and second-guessing

  • Provides access to professional insights and market knowledge

  • Ensures your strategy aligns with your budget, timeline, and long-term objectives