Money Plans created to help sales agents

dominate their personal finances as well as their careers.

Dear High Performing Property Professional,

We know….

Just arriving in your position, is tough. Back breaking tough.

And still, you’re focused on the next sale or listing or getting more from a transaction for your clients.

Stressed out like a teething two-year-old..

Exacerbating the stress, your personal life might not match your career?

Experiencing extreme financial rushes*
*Both good and bad….

Which affects physical health, relationships, prosperity, and mental health.

Or maybe you’re flying in all those areas and simply want more.

More security.

More money.

More freedom.

More memories.

More time with your family.

More legroom.

More business-class with your spouse to places that result in more sand between your toes.

Whatever it is for you…

We’ve got good news for you…

Cause soon you’ll be feeling like “hey, I got this”.

You’ll be waking up every morning to a stable and predictable financial feeling no matter where you are in the sales cycle or what’s going on with the economy.

Mojo money secure and available

Future money growing with beautiful purposes

You’ll be in control with a sense of calm.

And it starts by “making a decision” now.

A large percentage of your prosperity is tied up in real estate, from business equity, your home and investment properties or maybe even your office. As you know, long term you’re more than likely onto a winner however real estate can experience volatility and you would hate to be forced to make selling decisions from short term events.

We’ll help you diversify month by month with a tailored portfolio that complements your real estate exposure from maximizing returns with money for contingency or events over the next 3 or 4 years to long term wealth creation.


Accounting and taxation issues are not only important to maximising your business and cash flow but important to maximising and initiating further wealth creation now, not just at tax time but now.

Being a busy agent and running a business, we find this becomes a lesser priority in the reality of your busy day. We’re able to offer specialist cash flow advice and tracking tailored to the real estate industry. We’ll maximise every single claimable deduction including equipment, indemnity, insurances, items including a personal element like phone and cars.

Understanding trusts and applying the right strategies tailored to the real estate industry may incrementally enhance wealth creation. Important considerations such as CGT events, protection, money distributed to more favourable tax rates can have many benefits now and into the future.

Helping people with their real estate requirements and paying more than your fair share in tax should never come in the same sentence. Getting the tax system on your side creates the foundations on designing your life

What is financial wellbeing for Property Professionals?

Financial wellbeing means having a healthy relationship with your finances by understanding some of the traps that can plague high performing property professionals. By having financial security, you enjoy genuine freedom to make choices you love – both now and in the future.

Our Workplace Financial Wellbeing Program

Improve your team’s financial wellbeing with our corporate Financial Wellbeing Program. Nurturing quality financial wellbeing education in your workplace is an investment in building a better workplace culture – and that means better business

Our Financial Wellness Property Professional Package is a tailored program to suit your business.


Real estate businesses with more than one owner face unique challenges in planning for the future. A buy-sell agreement is an arrangement between business partners to govern potential ownership transitions, including the “four Ds”: death, disability, divorce and disagreement. One of the advantages of a buy-sell agreement is that can protect the company and the remaining owners by outlining how the departing owner’s shares are handled.

Advantages of a Buy-Sell Agreement in the Case of the Four Ds

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