Platinum Support Program

Joining: $1995 + GST ($2194.50)

Support: $90pm + GST ($99)

Warren Buffet once said, "Investing is easy, it just isn't simple".

Even the most successful investors have trusted advisors to assist them with their investment decisions. It is for this reason that we established the Platinum Support Program.

Whether you've been investing for years or a first time investor; whether you plan to add to your portfolio or not, you will learn the secrets the savviest property investors adopt to accelerate their investment returns.

It's never too late to learn a new skill, it just might be the missing link to ultimate investment success and the rewards that it brings.

The Platinum program equips you with the knowledge, tools and resources to:

• a) Make better buying choices
• b) Achieve premium returns
• c) Protect your assets
• d) Better manage and maintain your portfolio
• e) Optimise your tax position and much more

Within the Platinum Support & Mentoring Program you will be working closely with Financial Architect Andrew Gardner, his team of handpicked industry professionals and a select group of elite property investors with a proven success track record to advise, support and mentor you, giving you every chance of achieving extraordinary investment success.

Property investment is a high dollar value investment, you need support from the best team to optimise your success and minimise your risks, that's what Platinum is designed to do for you.

Solution Design

The first step is to conduct a detailed 'forensic audit' of your existing loans, structures, money flows, cash flow position, tax efficiencies, the individual and group performance of each property, portfolio balance and a whole range of other issues that determine your ultimate success as a property investor.

Andrew then compares your key objectives as noted at the initial consultation, to determine if your portfolio and finance arrangements are capable of safely delivering the results you seek.

Any aspect of your finance or portfolio that inhibits your progress will be examined for cause and effect before a comprehensive solution is designed. This process requires hours of painstaking analysis and research to find the right lenders, loan products and lending policy. Inappropriate finance is the most common cause of poor investment performance.

Once the right solution is found, it is carefully crafted into a highly sophisticated finance structure and matched to a money flow strategy that optimises your cash flow and tax position to improve your overall returns and asset protection.

Platinum Training Program

The Platinum Training program is designed to give members an opportunity to learn valuable new skills that are so necessary in today's 'challenging' property market conditions.

Conducted Melbourne's leading property practitioners you will get the inside story on how to have an edge on the competition at every turn.

Whether you've been investing for years or a first time investor; whether you plan to add to your portfolio or not, you will learn the secrets the savviest property investors adopt to get most from their investments.

It's never too late to learn a new skill, it just be the missing link to ultimate investment success and the rewards that brings.

Asset selection strategies - Andrew Gardner

 The first training session is to introduce you into the "business of strategic property investment". It's an orienting program that explains the "Six Reasons to Invest in Property" and moves onto market segmentation explaining each mini-market within the greater Melbourne Region and provincial areas.

Andrew will also introduce your to Peter Hay's ABC of property investment so you can come to recognise the attributes of each of the property assets class, that is which property class has a proven track record of success and which has a record of failure of poor performance.

By the end of this session you will have gained an insight into whether your needs are more likely to be fulfilled by a CBD apartment, suburban house, unit, flat, town house, regional property or maybe commercial property.

This session also gives you a detailed insight into investment finance and how it works when structured for optimum performance. You will learn innovative 'money flow' strategies we have developed with the advice of specialist accountants that give you the biggest tax refund cheque, neutralise your cash flow and add layers of asset protection.

This session demonstrates that after careful property selection the way in which your finance is structured is the single most important factor in successful property investment. Poorly structured finance can blunt the performance of the best properties, well structured finance makes the most of average properties... but nothing can help poor property selection.

Advanced Property Investment - Peter Hay (Licensed valuer & property consultant)

This session is conducted by Peter Hay, founder & CEO of Hay Property Group, one of Melbourne's leading property experts.

Known for his frank, accurate hard hitting commentary, Peter will call it as it really is. He will cover the issues that are most pertinent to property investors including:

• a) What to look for... and what to look out for in your next purchase
• b) The real state of the market
• c) The key factors driving property prices and rents
• d) Investment hot spots and risk locations and much more

You will leave this session armed with the insider information to 'bullet-proof' your portfolio.

You never think the same way again when buying any property!

How to get a bigger tax refund cheque - Ruth Watson (Tax Accountant)

Fact: Property investors leave too many dollars on the tax man's table, something you just cannot afford to do this today's sometimes ultra-competitive market.

An experienced property investor of many years, Ruth really understands property investment and the challenges faced by property investors.

Ruth explains the intricacies of the tax law as it applies to property investors to help you exploit every legitimate loophole to your advantage, just as the rich do.

A skilled presenter with a pragmatic, practical approach to tax issues, Ruth reduces complex, sophisticated matters to simple, everyday layman's language making her one of the Platinum's favourite panel experts.

You will also enjoy easy access to Ruth as she attends most monthly sessions and freely makes herself available to members for on-the-spot advice.

Economic Forecast - Jeff Oughton - Resident Economist

Where does the average property investor get the same economic advice the banks rely on to set their rates, manage their risk and plan their future investment? It's a tough question leaving most investors to guess, or worse, ignore this critical factor.

Platinum enjoy the benefit of one of Australia's most talented, well connected economic forecasters in Jeff Oughton.

Jeff was warning Investors Edge Finance client of the impending GFC 12 months ahead of the near collapse of the financial markets. 

Jeff was advising Platinum members to lock their interest rates in just before banks started but upward fixed rate push, he was urging investors to jump in and pick up investment bargains while other stood on the side line.

His dry wit, easy to understand language and incisive forecasting makes Jeff one of the most important experts on our monthly education calendar.

How to inspect a building - David Hallet of Archicentre (Architect)

Buying a dud property can become a nightmare.

Learn the secrets of how to identify building problems quickly and easily during an inspection to make sure you're buying a great asset where capital growth, occupancy and rental income is not compromised by defects and/or pest infestation.

If you have bought a well constructed, pest free building in the right location, you are on track to investment success. This program, conducted by Melbourne's most respected property inspection company ensures you get the facts.

Advanced Property Search and due diligence skills - Cameron Deal (Licensed Buyers Advocate)

Property searching can be time consuming and frustrating exercise and can result in the purchase of a dud property... unless you know the tricks of the trade.

Himself a property investor and licensed estate agent, Cameron Deal shares the techniques and tactics he has developed over his many years in the industry to show the best ways to track down the very best deals in the market.

Cameron will also show you how to do your own market research and due diligence to equip you with skills you need to buy quality, high performance investment properties.

Your Legal Obligations and Responsibilities - Elissa Robertson (Conveyancer)

Elissa fills you in on the legal aspects of property acquisitions, getting it wrong can be an absolute nightmare and extremely expensive.

This session is two absolutely jam packed hours of high level information that will equip you with the skills to make the very most of your next purchase.

Asset Protection, Estate Planning - Suzanne Jones (Specialist lawyer)

In today's litigious society, there are many ways to be sued, as a landlord you are faced with further risks an action. But with sound strategies you can add layers of protection for your assets.

Suzanne explains in simple terms, how to assess your risk levels and how to protect yourself from disaster.

Once you have protected your wealth, you need to ensure it passes on to your intended beneficiaries. Suzanne will explain how to guarantee your wealth is passed on according to your wishes.

Buying the property - insider secrets - Jeff Gole (Licensed consulting Real estate agent)

Jeff is a real estate expert with 25 years' experience; he's the expert professional investors turn to for advice. Topics Jeff shows you how professionals buy property and how they buy so much better than the average mum and dad investor. He will cover include:

• a) How to negotiate the best deal (the profit is in the buying)
• b) Buying auction for the lowest possible price
• c) How to distinguish a "cheap" property from a real bargain

Case studies and networking with Professional Property Investors

This session is where you meet informally with some of our most successful property investor clients. These investors now live the dream of so many would-be investors; they 'really' have become professional property investors.

The investors you meet at these sessions share their strategies, tactics, thinking and planning, what they look for in an investment and traps they have learnt to avoid. Members of this exclusive mentoring group have accumulated portfolios worth tens of millions of dollars after starting with about the same as the average mum and dad investor, that's why their story is so fascinating.

How to Manufacture Equity - Restorations Rosalie Griffith

Rather than waiting for the right market conditions renovations can accelerate or manufacture equity for you, rapidly increasing your rental returns. Rosalie has a real knack of turning ugly ducklings into works of art and this can translate into higher property values and rental income, but only if it's done right. Too many buy a property with a view to adding value just instead add more cost than value. Rosalie will show you how to do it right.

The professional Landlord - Jeff Gole

Jeff returns to share the skills, resources and requirements of becoming a great landlord. Buying the right property is only the first step, once you own a great property you must optimise your returns by ensuring you get and keep top tenants who willingly pay top rent. Here's just a few of the topics Jeff will cover:

• a) How to identify the most "rentable" property
• b) How to avoid the tenants from hell!
• c) How to protect yourself from being sued
• d) How to be a great landlord/lady so your tenants never want to leave and much more

The Support and Tools

You will be provided with all the support and tools you need to tackle the toughest market conditions and outsmart the savviest of investors. Platinum includes:

• a) Property Genius™ property analysis software to assist with property acquisition and management, ensuring you have the required data to make astute purchase decisions.
• b) Negative Gearing Rescue home study pack consisting of 12 CD's and investor manual.
• c) Retirement planning software to help you plan your capacity to retire.
• d) Residex reports are offered for a fraction of the retail subscription at just $5 p/mth
• e) Property Checklist & Scoring System: this purpose designed spreadsheet is the road map to the property with the attributes you need as a property investor. Its unique scoring system measures each property's specific value to the investor.
• f) Relationship Manager to assist you to fully and properly implement all aspects of the finance structure and money flow strategies to ensure optimum performance of your new structure at every level including tax, cash flow, returns and asset protection.

Andrew, in conjunction with our panel of industry experts, will provide ongoing support via phone or meetings through each year of membership to assist you to make successful investment choices.

Networking to success

One of the most common requests from serious investors, and those keen to become serious, is to meet with already successful property investors and their advisors to learn the secrets of what strategies they used to become so successful.

These breakfasts and cocktail sessions include with some of Melbourne's most successful property investors along with industry experts such as Peter Hay, Suzanne Jones, Prominent economist Jeff Oughton, Jeff Gole plus our mentoring members.

Investment Property Purchase Review:

When you are buying an investment property you can email Andrew a web-link and, in conjunction with his panel of property experts, he will provide you with extensive feedback: 

• Property Genius™ software analyses the financial performance of the property to ensure you understand the impact on your portfolio now and over the years ahead. Available reports available include:
  • Auction Report so you know when to stop bidding
  • Long Term Projections is a comprehensive performance report on 17 KPI's
  • Property analysis report to compare properties against each other for Cashflow, Tax Credits, Capital Growth and Yield
• A "SWOT" analysis of the property to maximise your returns and minimise your risk
• Residex property report
• Property Checklist and Scoring System

Investment Projections

A key factor in successful investing is to determine where you are now, where you want to be and then see if your portfolio is on track to achieve your objectives within the time frame.

An important component of our support service is to examine your existing portfolio before adding future properties and applying our modelling program to determine optimum outcomes.

This process helps you to establish the property class and investments you need to achieve your objectives. See attachment for a real life example of an investor starting with their own home and seeking to build a small portfolio.

Investors Edge Seminars and Briefings

We also run a series of seminars; however they are typically booked out within days.

As a Platinum Member you will receive advance notice of these events to ensure you always get the first opportunity to reserve your seats.

Cash flow Modelling

Before buying any property you need to know its returns and cash flow position. Property Genius™ is designed to crunch the numbers for you so you can determine if the property you are considering will be an 'asset or liability' for your portfolio.

Property Genius™ provides you with all the information considered by the most successful property investors to build a solid business case for it acquisition or elimination from consideration including its cash flow position before and after tax, purchase costs, growth, yield, the size of your tax refund cheque, it will even warn you when to stop bidding at auction. Another unique feature is its ability to compare up to 12 properties against each other for growth, yield, cash flow and tax refunds. Property selection just became easy, even for the first time investor!

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