We are at your service

Service is everything. All Wealth Efficiency product and service providers operate within our 
Code of Conduct with commitment to outstanding communication and service levels.
It is about your next investment, not just this one

Consulting

Our complimentary one on one session works for us to establish what you want and why. A strong working relationship is created with you and your requirements as priority this is our difference. Our education process is factual and easy to implement, we work with you every step of the way.

Speaking

After presenting live to thousands of Australians over the years, having our audience take value and understanding makes me proud. It is through these presentations (on stage, to corporate or on television), that I am able to connect with my audience, enhancing their knowledge and ability to act.

Educating

Knowledge is power. There are only two ways to lose your money greed and not doing your homework. Wealth Efficiency works with you, ensuring your able to make decisions based on current data and facts that make sense. No hype allowed, just solid education before any decision or purchase is made.

Purchasing

Wealth Efficiency works to assist you in purchasing an investment property. We go shopping on a national basis to locate what works best for you. Once all structures and finance are in place and you are ready to purchase, we introduce you to specialist conveyancing services that protect you.

Wealth Efficiency Process Pathway

How do you minimise your risks?

What is your plan for retirement?

Time you do not get it again mistakes are costly!

Wealth Efficiency is proud to do what we do and to work with your best interests at heart this is what leads us to operating with 80%+ of our business coming from repeat or referral business.

Rather than being transaction focussed, we are client focussed, simple as that

Step 1

We Connect

Wealth Efficiency is committed to assisting you in any way that we can. This means only doing the right thing by you so as to have you reach and exceed your chosen goals and outcomes. Only then can we earn the right to repeat and referral business.To do this, we must be the right fit for each other and it is vital that at the initial stage of working with each other, we establish a true sense of trust, clarity, synergy and experience as we are building a long term working relationship.

We welcome and offer the opportunity to meet (at no cost to you) to discover and ensure that we are connected and an ideal fit for each other.

Step 2

We Educate

It is vital that we deal with facts and key driving principals rather than with hype and emotions especially with safe property investment. 

Wealth Efficiency is committed to ensuring that you learn and understand the correct structures that enable your property portfolio to be built especially in protecting your own home and your borrowing capacity.

This needs to be taught and passed on to future generations so as to make a real, ongoing difference.

In essence, it will come down to reviewing how the numbers work best to suit your individual situation reviewing and adjusting is all part of the experience. Knowledge is power, we are proud to educate.

Step 3

We Explore

Part of what makes Wealth Efficiency unique, is that we are totally independent and able to introduce you to a proven range of product suppliers on a national basis – rather than having to sell one estate or what need to be sold.

This works to your favour, in that our suppliers know that they are one of many and are endeavouring to have the numbers and the opportunity work for you. All of our suppliers have signed off on the Wealth Efficiency Operating Code of Ethics. Any supplier that does the wrong thing is out period.

Our flexibility delivers a range of choice from multiple suppliers on a national basis, combined with total transparency, this enables us to source what may work best for you. As we operate on lower margins with no management fees, this delivers significant savings and assists in your success.

Step 4

We Analyse

Once we identify a certain type of property as an option for you, we then look to run this through modelling programs to see how the numbers may work.

These reports can be adjusted (so as to allow for varying market conditions and to build in safety margins). We will do this on as many opportunities as required, until the numbers work and we are ready to proceed.

In this way, we are able to review what may work best for you and model this with your accountant, financial planner and financier.

All required associated services that Wealth Efficiency works with and recommend (finance, conveyance/solicitors, financial planners, property accountants, property management etc.) are proven, totally independent and no secret commissions or kick backs are allowed.

Step 5

We Purchase

With Wealth Efficiency, purchasing property is simply part of the process within our programme, working to ensure that all is in place and working for you before buying a property.

As mistakes are costly to fix, we ensure your ducks are in a row, working to reduce your risk and keeping it safe for both you and the banks enabling future purchases.

All of our suppliers operate with true fixed price contracts, with absolutely no variations of any kind. The contract for the land will be between the land developer and yourself so you will own the land. The building contract will be between you and the builder.

Once a suitable property is located, analysed and agreed upon, this is then held with an Expression of Interest, a $1,000 holding deposit (that is fully refundable should you not proceed for any reason). All purchases are subject to finance approval and acceptance by you.

Wealth Efficiency will also assist with recommending proven property management and associated ongoing services.

Step 6

We Duplicate

The truth is, one property will not deliver significant wealth over time even if this property grows by $200,000 or more in a cycle. With inflation working against you, will this be sufficient?

Our commitment is to work with you in building your property portfolio that works to deliver Compound Capital Growth (growth on growth) over time and is also not draining your cash flow.

This combined with a balanced portfolio that is reviewed by your integral property focused accountant/financial planner in conjunction with your Wealth Efficiency goal sessions, works to keep all on track.

As Albert Einstein said, expediential growth is the eight wonder of the world. 

We are looking to achieve this through a safe property portfolio, our annual review sessions with you, ensure all is as it should be as well as working to maximise your ability to duplicate without impacting your life style delivering significant wealth that enables you to have choice to sell or hold in retirement.

Contact Us

For comments and questions, please fill out the form below

Wealth Efficiency
Suite 105, 309 Pitt Street, Sydney NSW 2000
Phone: +61 2 8231 6415

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