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Wealth Partners Workshop: Property Investment
Thu 20 April 2017, 6:00 PM – 7:00 PM NZST
enableMe and OPES Partners are teaming up to present a 1 hour workshop.
enableMe are NZs leading financial coaching business. They help their clients understand and achieve their financial capability. Starting with getting to know your money personality, and developing a strategy to help you be in a different place in 12 months time, than you are today. They specialise in creating a cash surplus, killing mortgages and sorting the retirement strategies for their clients. Investment property is a popular option for their clients to help bridge any retirement gap, but enableMe have seen the good, bad and ugly of property, and know first hand that buying any old property will not guarantee the result you want. They take the time to establish the individual buying criteria for each client, so that they don’t end up with a lemon.
OPES Partners specialise in helping New Zealanders enter the property investment market and build up a property portfolio at their own pace. They have a national network of partners and experts to ensure their clients have the right support to guide them through the process.
Together, they can provide expert advice on the benefits and opportunity of property, but also take the time to explain how not all properties are created equal, and not all properties will do well over the next property cycle. Time will be taken to explain how to leverage while minimising the exposure to your family home, structuring debt correctly to maximise tax efficiencies and how paying the right amount for a property must all work together to achieve sustainable wealth through property.
What you will learn...
- Why property investment is a relatively stable option, in comparison with other investment options
- About the retirement gap and the big 5 problems facing people in 2031 and how property investment can be a solution
- How property investment is viable option for most New Zealanders when done right, broken down by simple case study
- The property investment process, the risks, and how we manage everything
- Why you need us and other experts on your side
Vanessa is the Strategic Coach and Director of enableMe Tauranga. With over 30 years of accounting experience, she has run her own Chartered Accountancy Practice for the last 16 years. Vanessa is a Chartered Accountant and has a Bachelor of Business Studies (Accountancy) from Massey University. She is a member of Chartered Accountants Australia and New Zealand (NZICA).
Within this space, Vanessa's role is to help clients navigate through all the opportunities and risk of property, so her clients can be sure they understand the property market and their individual tolerance to different properties (capital gain and cashflow requirements). She works with her clients to coach them through a challenging process and prides herself that her advice is independent and not tied to any product offering.
As the current managing partner of OPES Partners, Andrew has been in the finance and property industry for 15 years. Starting off working in banks and becoming a property investor himself, lead him to start his own property investment company.
Andrew and his team work to take you from an interest in an investment property right through to buying, settling and owning. Andrew brings a unique bank of knowledge, skills and connections to set his clients up for long term growth and retirement.