First Appointment. During this appointment we educate you on the six cardinal rules that are a necessity in choosing a successful property. We work through your individual financial goals for the present and future. Individual goals vary from person to person, they can include building a property portfolio for retirement or using the capital growth to pay for some short term expenses such as a wedding or a deposit on a house to live in. We structure a timeline to give you and us an indication of how long it’s going to take for you to reach your goal. We also give you a quick form to fill out that helps us assess your borrowing capacity .

Second Appointment. We discuss your borrowing capacity and your weekly affordability level. We will ask you the question: Is the Vested Properties Program right for you? Having said yes, we begin to show you our selection of properties to help you kick start your portfolio. We provide you with a detailed Property Report in the areas we have researched, we also give you a complete information package on the builder and the various houses to choose from. We also want you to do as much of your own research for your own piece of mind so that you know you are getting the best possible deal for your money.