Finance & property made simple

Giving your team what they need, to be ready for what’s next.

How it works

Built around your team, not a fixed script

Most people pick up what they know about property and finance in bits and pieces, a conversation here, an article there, none of it quite lining up. These sessions pull it into one place. I come to your office, or jump on a call if that suits better, and run through the topics your team actually wants to understand, in language that makes sense, with real numbers, not theory.

Each topic below can stand on its own, or we can combine two or three into a single longer session depending on what your team wants to get out of it. If your group spans a few different stages, some renting, some upgrading, some already investing, that is a good reason to combine, not a reason to skip a topic.

Everyone who attends gets a one page takeaway to keep, covering the key points from the session.

Get in touch

Book a session

Tell me who's in the room and I'll shape it around them.

  • Free of charge
  • 45 minutes incl. Q&A
  • On premises or virtual
Book a session
Getting started

Buying your first home

For anyone renting, saving, or just starting to think about it. This session breaks the process down into something manageable, with real figures instead of guesswork.

Working out if now is the right time, and what "ready" actually looks like
The full cost of a purchase: deposit, stamp duty, lenders mortgage insurance, and the buffer you actually need
Government grants, schemes and stamp duty concessions currently available
Alternatives to the standard path: guarantors, rentvesting, buying with family or friends
The lingo explained properly: LVR, offset, redraw, fixed vs variable, pre-approval
The purchasing journey step by step, from saving through to settlement day
Outside the box

Alternative financing

For people who have outgrown the basics and want to know what else is possible.

Guarantor loans: how they work, and how they get released down the track
Debt recycling: turning non-deductible debt into tax-deductible debt
Bridging loans: buying your next place before you have sold the current one
SMSF property lending: what is possible and where the guardrails sit
Owner-builder finance: how lenders view it differently to a standard build
Managing risk instead of avoiding it, the mindset that makes these options work
Worth knowing: this can run as its own session or as a follow-on to either topic above. Everything can be covered in one go if that suits your group better, it depends on the audience and what they want out of it.
Building on what you have

Upgrading, renovating and investing

For anyone who already owns and is thinking about what is next, whether that is a bigger home, a renovation, or growing a portfolio.

What has changed since 2020 and how it plays into what you can borrow today
Making the most of your income: bonuses, commissions, overtime and salary packaging
Leveraging equity you have already built to fund your next move
Renovating the smart way: self-funded versus a construction loan, and how to choose
Building a property portfolio without overextending yourself
Negative gearing explained simply (with a reminder that specifics are a conversation for your accountant)
Running through every session

Financial health and wellbeing

Most of us never get a proper financial education, yet some of the biggest decisions in life come down to money, the job you take, the home you buy, how you invest. Financial health deserves the same attention as your physical and mental health. It's easy to overlook and costly to ignore.

Two voices in the room

Bring in a specialist

Some sessions are stronger with a second voice alongside me. If it is useful, I can co-run a session with a referral partner.

01

With an accountant

For anything tax related: negative gearing, debt recycling, structuring for investors.

02

With a buyers agent

For anything on the search and negotiation side, sitting alongside the finance conversation.

Want to run one of these for your team?

Tell me a bit about your group and what they are trying to figure out, and I will put together a session that actually fits.

Get in touch