You work hard for your money but does your money work hard for you?
Join our Wealth & Investment Workshop and learn the exact 5-step strategy our clients use to build a 7-figure investment portfolio without working 60-hour weeks or watching the markets daily.
## This workshop is for you if:
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You don’t want a beige & boring lecture that will teach you how to create a $10k - $100k portfolio. I am sure between your KiwiSaver and other investments, you are already in that range.
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You are after generational wealth - the legacy that you can leave behind when you leave this world.
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You want to be enriched with the knowledge that actually works for wealthy New Zealanders these days. You want clarity on what exactly you need to do.
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Taking action is not a problem for you. You are ready to invest in your future and start taking it seriously. You are not the person to do your “research” for the next 6 months or ask strangers on Facebook what to do with your money.
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You are smart, ambitious, and successful with a strong BS detector (not the kind of person to fall for get-rich-quick schemes), but you just lack strategy and knowledge.
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Your career, family, and social commitments keep you time-poor, so it is challenging to carve out the time and energy for your wealth creation.
What you need is a clear strategy to build your wealth while living your life with joy, peace of mind, and adventure.
### The 5-Step Strategy to Build Your $2M Investment Portfolio
While you have already figured out how to make good money, the great money will require something else of you.
Your $2m+ portfolio is about shifting your focus and changing your perspective on money.
No, financial freedom will not happen by ACCIDENT, and YES, you have all the POWER to achieve it.
(Trust me, I have helped hundreds of my clients see the opportunities available to them and prosper from them).
In this 5-Step Process, you’ll learn the techniques that you can implement from your next payday:
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Learn the formulas to know your numbers: the target, the gap, and what exactly you have to contribute on a weekly basis to hit your goal. No more guessing.
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Understand the strategy that is required for you to implement. You will no longer have to question whether it is property, stocks, gold, money in a bank, or crypto. You will design your own strategic roadmap that is AFFORDABLE for you. I will show you the algorithm I use to decide what investment classes are suitable for you.
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The strategy that will transform you from an average investor to a great investor and my favorite Golden Rule of Wealth creation.
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How you can prosper and protect your investments and your lifestyle in the next downturn.
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What returns I and the top fund managers use as a benchmark – might be time to optimize your existing portfolio and get rid of the leaks.
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Learn the costly and frankly stupid mistakes to avoid.
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A simple tweak you can do in less than 30 minutes that will add $200-$500k to your net worth.
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The identity shift you must make to uplevel your money mastery. Exercising your willpower alone will not get you there.
## Real Stories. Real Results.
On top of that, I will entertain and inspire you with real examples of my own story and my clients like:
- My 73-year-old client who earned $50,000 in 10 months
- Couples who are on normal incomes growing their portfolios by $50,000 per annum (in the middle of the recession) and more.
- How you can own a stand-alone brand-new investment property for less than $150 per week.
We will also hold the floor for Q&A.
We will keep you energized and warm with coffee and delicious food.
The return on your investment by attending this workshop will be life-changing.
(This is exactly how my own 10X upgrades happen — through learning.)