Personal Investment Strategy Sessions

Book a Free 15 minute call today

Whether you are starting out or already have a property portfolio – property investment can, at times, seem quite daunting. I work with clients to help them get clarity about their goals and then set out a realistic plan to achieve them.

These strategy sessions will help you recognise your potential and plan your future. By focusing on a clear strategy, cashflow and profit – property investing can help you leverage your assets and create another income generating revenue stream for now or your retirement (when ever that may be).

The  programme starts with a brief telephone conversation to outline the aims of the meeting. Once we have established the goal you will be sent “homework” to provoke your thinking and planning in preparation for the meeting. It is usually possible to arrange a face to face for about 2 – 2.5 hours- if travelling time prevents this we can talk over Skype.

By the end of the strategy session you will leave with a full understanding of how you can acheive your dreams in property and what to do next. Some clients leave with a list of detailed tasks and questions, others end the meeting by instructing me to start the investment process for them. It all depends on where you are when you start and what you want to achieve. This two hour meeting will be the most valuable time you spend as the mindset and strategy you develop during the meeting will provide the foundations for a solid and secure personal property investment plan. We are not financial advisors and this is not financial advice, but it will give you the clarity you need to move ahead.

If you have already spoken with me and wish to book please follow the link below.

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