The Method

Our method stands on the pillars of strategic property development, meticulous tax strategy, and robust structure strategy to ensure your portfolio not only grows but thrives, minimizing tax liabilities and maximizing income potential. It revolves around:

Build Assets

With a laser focus on growth potential and financial viability, ensuring every addition to your portfolio aligns with your long-term wealth goals.

• Start with a clear path to a $10M portfolio aimed at securing $2M in net assets, selecting growth-focused properties that fit your financial goals.
• Set up a smart business structure to maximize funding and partnerships while minimizing risk, laying the foundation for success.
• Implement strategies to minimize capital gains and future taxes from the outset, setting up for long-term savings.

Growing Portfolio

Through value-adding developments and renovations, we aim to maximize the rental yield, leveraging it for portfolio expansion.

• Increase property values through smart developments and renovations, reinvesting rental income to fuel growth.
• Use trusts and SMSFs to unlock extra equity for expansion, strengthening your financial base for future acquisitions.
• Efficiently navigate GST and land tax as your portfolio grows, keeping your investments profitable.

Generating Income

Implementing strategic divestment from high-value assets and reinvesting into high-yield opportunities, planning for both pre- and post-retirement income generation.

• Divest from high-value assets at the right time for tax-efficient gains, maximizing your returns.
• Use the proceeds to invest in high-yield opportunities or diversify into new income streams, focusing on long-term stability.
• Carefully plan for CGT events and retirement, aiming to turn your wealth into a legacy