PROPERTY PORTFOLIO PLAN
GET PROPERTY PORTFOLIO
PLAN HELP
Getting the right advice before starting your property portfolio is crucial. Talk to the experts to make sure you receive
educated property investment advice.
Why do I need a plan?
When people start a business, most will start with a business plan.
So why should property investing be any different? After all it’s a business that if you invest with the right advice, can get you future capital growth, increase the rent and eventually if needs be sell for a higher price then you paid for it. Property is generally people’s biggest purchase, so it pays to get it right from the start.
Investing in property is a BIG financial and personal decision. It’s really important you make a lot of wise decisions as you embark on this journey. Getting it wrong will result in all kinds of financial pressure and emotional stresses. But doing nothing about building your retirement nest egg could be even worse.
Our plans are not written and presented on paper to be never looked at again when your circumstances change. You will be given access to a online platform which allows you to have a 30 year+ customisable plan tailored to your situation, which can be easily adjusted as life happens.
Property Portfolio Plan
Stop Buying Properties. Start Building a Portfolio.
Most investors stall at one or two properties. Your Property Portfolio Plan maps out exactly what to buy, when, and how it gets you to passive income, with a 30+ year plan built around your life.
Book Your Free Consultation$170M+
Property secured
73%
Off / below market
30+ Yrs
Plan horizon
100%
Client satisfaction
You wouldn't start a business without a business plan. So why build a property portfolio without one?
The problem
Why Most Investors Stall at One or Two
No plan
Buying one property at a time, with no idea what comes next or how it all fits together.
Borrowing runs dry
The wrong loan structure on property one can block property two. Finance needs planning years ahead.
The wrong property
Buying for tax breaks or close to home, instead of for growth that funds the next purchase.
Life gets in the way
A wedding, a baby or a reno hits, and the plan falls apart because it never allowed for it.
Bad advice
Taking direction from selling agents or property marketers who profit from the sale.
Waiting too long
Procrastination costs more than most mistakes. Every year on the sidelines is a year of growth missed.
Your visual roadmap
What Your Plan Maps Out
Every purchase has a job. Your plan is built in GamePlans, a visual property roadmap, so you can see the order, the timing and how each step funds the next.
From first purchase to passive income
Illustrative example- Today
Strategy
Goals, budget, risk and borrowing power, all mapped.
- Step 1
First purchase
The right growth asset to start the engine.
- Step 2
Next purchase
Equity and finance lined up, so you keep moving.
- Step 3
Build & review
More assets, regular reviews, adjust as life changes.
- Step 4
Consolidate
Sell down or refinance to cut debt and lift cashflow.
- Goal
Passive income
A portfolio that pays you, on your terms.
Every plan is different. Timing depends on your income, borrowing power, goals and the market.
Who it's for
This Is For You If…
You're just starting out
You want to get it right from property one, not learn the hard way.
You own one or two
You've started, but you're not sure how to get to the next property, or the one after.
You're an established investor
You want a clear strategy to grow, consolidate and turn your portfolio into income.
You want passive income
You want property to fund the life you want, on your terms, not someday.
It's not for you if…
- You're after a get-rich-quick scheme
- You're not ready to save, borrow and invest
- You want a one-off tip, not a long-term strategy
Skin in the game
We Don't Just Plan Portfolios. We Build Our Own.
Our team invests in property too. We use the same research, the same strategy and the same discipline we bring to your plan. We know what it takes to go from one property to a portfolio, because we're doing it ourselves.
What you get
More Than a Plan on Paper
A living plan that grows with you, backed by a team that keeps you on track.
Your visual roadmap on GamePlans
Not a static PDF. A 30+ year visual property roadmap you can log into any time, updated as your life and the market change.
Finance structured ahead
We work with your broker to structure loans two or three properties in advance, so you don't hit a wall.
Goals and risks checked
We test whether your goals and timelines are realistic, and flag the risks you haven't thought of.
Tailored acquisition strategy
What to buy, where and when, built around your income, risk profile and life plans.
Ongoing reviews
Performance reviews with up-to-date valuations, plus advice on when to buy, hold or sell.
Your property team
We connect you with trusted brokers, accountants, conveyancers and property managers.
How your plan is built
The Monopoly Wealth Method
Seven steps from first conversation to a plan you can act on, and support for life.
-
01
Free Consultation
You complete a short online fact find. We review it, then talk through your goals face to face over Zoom.
-
02
Finance Meeting
We work with your broker, or ours, to map your borrowing power and structure loans two or three properties ahead.
-
03
Engage Us
Happy to go ahead? We confirm the scope and your fee in writing before any work starts.
-
04
Strategy Meeting
A deep dive into income, expenses, passive income target, timeframe, risk and big life plans ahead.
-
05
Plan Design
Your property strategist builds a tailored short and long-term plan that puts your goals first and covers the risks.
-
06
Plan Presentation
Within a few weeks, we walk you through your roadmap in GamePlans. Then we roll it out, one purchase at a time.
-
07
Review & Mentoring
Life changes, so your plan does too. Lifetime platform access, regular reviews and ongoing support.
Your plan
One Plan. Built Around You.
Stage 1 · Blueprint
The Wealth Blueprint
Know exactly what to buy, when, and why.
For you if you want a clear, long-term property plan before your next purchase, or want more out of the portfolio you already own.
You never have to
Guess your next move
Track your portfolio in spreadsheets
Wonder when to buy, hold or sell
What's included
- Online fact find and free consultation over Zoom
- Finance meeting with your broker to map borrowing power
- In-depth strategy meeting
- A tailored 30+ year visual property roadmap
- Plan presentation and roll-out meeting
- Lifetime access to your GamePlans roadmap
- Ongoing performance reviews with up-to-date valuations
- Plan updates as you buy and your life changes
- Introductions to trusted property professionals
100% independent advice
We don't sell property or take commissions from developers or selling agents, and we invest in property ourselves. Your plan is built for you, not for a sale.
We work with your team
Your plan works best when everyone's on the same page. We coordinate with the professionals you rely on.
Why we don't list prices
Every plan is different. Your fee depends on your situation, your goals and how complex your portfolio is. You'll know exactly what your fee is before you commit.
FAQs
Straight Answers
No fluff. Here's what investors ask us most, and what we really think.
Am I just paying for a report?
No. You get a strategy meeting, finance planning with your broker, a 30+ year visual roadmap in GamePlans, a plan presentation, ongoing reviews and support for life. The plan is the start, not the end.
Should my first investment be a holiday home or near where I live?
Usually not. Buying where you holiday, live or want to retire is one of the most common mistakes we see. Your investment should be chosen for growth, not for how it makes you feel. That's why we buy Australia wide.
Should I buy for cash flow or for growth?
For most investors, growth comes first. Buying for cash flow or tax deductions alone is a common trap that slows a portfolio down. Your plan balances growth with the cash flow you need to keep going.
How long does it take to get my plan?
Usually a few weeks from your strategy meeting. We then walk you through it in a plan presentation before anything is rolled out.
Do I need to own property already?
No. The plan works whether you're buying your first investment or you already own several. It starts wherever you are.
What do I need to get started?
Just complete the online fact find. For the finance meeting, your broker will usually need your two most recent payslips.
What is GamePlans?
GamePlans is the platform we use to build your plan. It turns your strategy into a visual property roadmap you can log into any time, so you always know where you are and what comes next.
Can my plan change over time?
Yes, and it should. Your roadmap lives in GamePlans, so it can be updated as your income, family, debt or goals change. You keep access for life.
Is this financial advice?
Your plan focuses on property strategy. For decisions like super, insurance, tax or investment structures, we work alongside your accountant and recommend a licensed financial adviser.
Do you get paid by sellers or developers?
Never. We're paid by you only, so your plan is built around your goals, not around selling you a property.
Getting started
Three Things Before Your Free Consultation
The better prepared you are, the more we can do in your free consultation.
1
Book your free consultation
It's a Zoom meeting, not a phone call, so we can share screens and walk through your numbers together. Join from home or work. It's obligation free, and there's no hard sell.
2
Complete the fact find
A short online form covering your income, expenses, goals and timeframe.
3
Have your numbers handy
Recent payslips, loan statements and a rough idea of the passive income you want. That's it.
Ready when you are
Your Portfolio Starts With a Plan
Book a free consultation over Zoom. We'll look at where you are, where you want to be and the fastest safe path between the two.
Book Your Free ConsultationThe information on this page is general in nature and does not consider your personal objectives, financial situation or needs. It is not financial, tax or legal advice. Please seek advice from a licensed financial adviser, accountant or mortgage broker before making any decision. Past performance is not a reliable indicator of future results.
Saving you time, money and stress
on your next property purchase