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The best time to plant a tree was 20 years ago. The second best time is now.
Chinese Proverb
Our Approach
Straight talk
We understand that taking a hard look at your finances isn't easy. Most people know deep down they aren't where they want to be financially and know they will be even further behind in the future.
One of our biggest frustrations with the industry we work in is all the smoke and mirrors, pie in the sky claims and nonsense companies spew out.
So who do you trust to help you? Parents? Your uncle who's a broker? Your friend that says he is an investor because he got gifted a property from his grandfather? The answer is no to all the above. Unless they have a large portfolio today and have built it with exactly the same finances and situation as you in todays market then its not just unhelpful to go to them but is likely damaging to your finances. You need people who live and breathe investing daily.
So which company should you trust to help? No one, not even us. At least not straight away. We believe trust is built by transparency and frank conversations, which is why we make sure you understand everything you need before moving to the next step in the process. We cut through the BS by breaking everything down in simple terms and always using worse case and conservative figures in our modeling.
All of our initial conversations and meetings before joining are completely free and zero obligation. Our only request is you come with an open mind and ask any and all questions you have, even if you think its stupid.
We will answer them all, show you how it works and more importantly make sure you leave being crystal clear on your financial state.
After that you decide... work with us, or don't. Simple
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