We get it – picking up the phone to arrange a meeting with someone you don’t know much about can be daunting, to say the least. That’s why we try to make our meet & greet process as easy and comfortable as possible.
From the moment you first speak with one of our consultants to the face-to-face presentation, we aim for peace of mind and convenience every step of the way.
And it doesn’t end there. Once we’ve completed our ‘show and tell’, we’re always on standby for any further questions that may arise. Then, if you’re ready to invest, we’ll walk you through all the moving parts in detail from start to finish. Ultimately, we want you to feel confident, informed, and reassured.
Here’s what a typical client onboarding scenario looks like.
Stage 1: Pre-presentation
You’ll have a complementary, no-obligation phone conversation with one of our consultants. They’ll talk you through the overall investment process, how it works, and what you can expect. Together, you’ll arrange a convenient time for you to meet in person. This can either be in our offices, at your local café, or even in the comfort of your own home. Plus, we’re available for after-hours visits too, so you can feel relaxed and ready to give it your complete focus. We always value your time and understand that everyone has commitments they need to work around.
That’s why we try not to keep you too long. You’ll receive a quick, half-hour presentation that tells you everything you need to know.
Stage 2: During the presentation
You’ll always meet with the same person with whom you spoke on the phone. This ensures you feel at ease from the get-go, having already been introduced and built a preliminary rapport.
Your consultant will set up a handy laptop presentation to demonstrate how our investment process works. They’ll even calculate what it can do for you personally.
You’ll be shown all the relevant paperwork and advised on what you need to do next. They’ll also stay for as long as required to answer any questions you may still have. Transparency is our number one priority. We want you to be armed with all the facts & figures to make an informed decision. Then, it’s up to you. You can take as much time as you need to work out if this is the right approach for you.
In the meantime, we can secure you a spot on one of our current projects, so you don’t miss out. And if you change your mind and decide you don’t want to go ahead, that’s completely fine.
Stage 3: Post-presentation
Once you’re ready to jump on board, we’ll coordinate all the necessary financial services and assist with the required documentation.
You’ll then be given a personal log-in to our customer portal, which provides a central hub of GSA communications and investment updates.
After that, it’s time to sit back and watch your money grow.
Meanwhile, you can rest assured there’ll be no shortage of communication. We’ll supply regular updates (via phone and client portal), with representatives on standby to help with any further queries.
So, why not give us a call to find out if we can help you finally be financially free.
You know what they say about the word assume … (there’s an old joke in there somewhere).
Of course, what we mean is, when you believe something without question, you can end up misreading the situation and even bypassing opportunity. Whether you’re talking jobs, relationships, or even that old thing called money.
By basing your views on assumptions, you’re simply drawing on past experiences or hearsay without taking each scenario on its own merit. This may position you in a place of perceived comfort and security – but rarely in a place of change.
So, let’s consider this in terms of your finances.
Perhaps you’ll only let your financial advisor make all the decisions for you. That way, you can be sure your money is invested “safely”. Or maybe you took a risk once before, got burned by some bad advice, and now you baulk at anything outside the box. Either way, you’re letting assumptions predict what is true of any new experience – without considering all the facts.
And we all do it. It’s human nature to look to the past or what’s familiar for guidance. We seek out the signs and crossroads of what’s come before – to help us navigate our way forward. But if your finances are not performing as well as you’d hoped, then perhaps your assumptions have let you down. Just maybe there’s a better way to get what you want. After all, the classic definition of insanity is doing the same thing over and over and expecting a different result.
What if you simply approached things from a slightly varied angle?
Rather than dismissing an idea altogether, you could still let your past insights guide you, while staying open to new alternatives. Imagine what might be possible if only you would allow yourself to look beyond your preconceived ideas.
So, let’s get back to the concept of change. If you really want to shake things up and create a life of absolute financial freedom, something has to give. Just maybe that unfamiliar territory is the thing that could transform your life.
That’s where we come in. Our financial strategy is certainly a little unorthodox compared to the usual investment methods. But an unconventional approach is bound to give you an out of the ordinary result. And isn’t that essentially what you’re looking for?
It’s time to push your assumptions aside and find out what you could be missing out on. So, give us a call and we’ll gladly open you up to possibilities you could only dream of.
So, you’ve heard about a fantastic new thing that sounds like the answer to your prayers. It’s innovative, it’s customisable, and it’s affordable. It’s everything you’ve been looking for. But when you run the idea by someone you know and trust – they tell you it’s a waste of time and money. They list all the reasons why it’s bound to fail and throw in some personal examples to drive their argument home.
Your heart is telling you to give it a shot. But your head (including your friend’s echoing voice) is saying: beware. You’ve now become so clouded with doubt; you end up procrastinating on any firm decision making. And your problem never ends up finding a solution.
Let’s consider, though, that your well-meaning friend did not have all the facts before them. And they were merely basing their views on their own past experiences without examining all the possibilities. After all, people can be very quick to dismiss new ideas purely out of fear, ignorance, or even arrogance. So, the trick is to take the advice and use it objectively, rather than impulsively. Because, although your friend is “only trying to help”, they could be robbing you of an opportunity to get exactly what you want.
Now let’s imagine we’re talking about your finances
Suppose you have some heavy debt that’s dragging you down a dark hole, and you can’t find a way out. Or you’re living quite comfortably but have always dreamed of being able to afford a bigger place with a yard for the kids. Perhaps it’s more about having enough for a cushy retirement. Whatever your desires, there’s every chance you have hoped and wished for some sort of magic fix.
And then you find us. You stumble upon a strategy that seems to tick all the boxes. It allows you to get out of debt and forge ahead in less time than anything else you’ve seen in your travels. What would your helpful friend have to say? Would they advise you against it? Perhaps they’d provide all the whys and wherefores of how it would never work. But are they really trying to help you out of a jam? Because this feels like a good time to at least explore the option. After all, we’re not just talking about buying a new shirt.
So, how about taking all the good intentions on board while also using your common sense. Instead of allowing yourself to be swayed by blind opinion, come and talk to us first to find out all the visionary facts.
Let’s take a peek into the life of Harry and Anne.
They had always dreamed of owning their own home.
A home that was exclusively theirs.
A home where they could raise their young family.
A home with a yard for the kids and dog to play.
A private space where they could entertain friends.
And the freedom to renovate as they pleased.
They’d been saving for a few years and finally had enough for a deposit on a house.
After months of discouraging auctions, they eventually found their dream home. The only catch was – they’d gone thousands over their original budget.
But it was their perfect pad, so they were willing to make some sacrifices to meet the extra mortgage payments. It was a good suburb, and they knew the market value would increase over the coming years. Surely they’d be fine.
So, how did things pan out?
After 10 years of both working full-time (and paying for various childcare), they were feeling the financial pinch. And they were also suffering from near exhaustion. They had gone even further into arrears, having decided to take a holiday to Thailand, and their credit card situation looked grim.
Now in their 40s, they were faced with crippling debt. And even though they were both earning good money, they knew they’d still have to dip into their retirement fund to pay off the house.
Here’s how things looked:
Outstanding bills & credit cards – $28,500
Outstanding mortgage – $280,000 (still 10 years to go!)
Home equity – $900,000
They couldn’t see a feasible way out. They thought about selling, but that would mean moving to an outer suburb, resulting in a longer commute, and disrupting their kids’ schooling. It was less than ideal.
Harry and Anne had no idea they could use the equity on their existing home to get themselves out of this jam.
But with the help of GSA’s clever Wealth Optimiser tool, they saw how investing in our property syndication model could offer the following solution:
Total debt cleared: $28,500
Total home mortgage cleared: 4.2 years
A cash position after 10 years of: $785,878
And if they didn’t take action?
They would still have a debt on their property (based on a 20-year loan) of $182,794! Plus, they would have missed out on getting ahead by more than $968,792.
It’s pretty clear what they decided to do.
So, if you’re ready to knock debt on the head to start growing your wealth sooner, it’s time to come and talk to us.
A recent news report suggested that the property market had officially lost the plot. It showed desperate homebuyers camping out for days in the cold and rain just to be the first in line to buy real estate.
Faced with a typical first-come / first-served scenario, these market hopefuls braved the wet and uncomfortable conditions for hours. And it provides clear evidence that breaking into the housing market has never been more challenging.
The report went on to say that, for the first time in history, the average Melbourne house price has surged past the magic million-dollar mark.
That’s fantastic news for current homeowners – but it’s little encouragement for those still trying to get in the game.
So, what does this all mean for you?
If you already own a house (even if you’re still paying it off), you’ve got more equity than ever before. That means you not only have the opportunity to sell for top dollar, but you also have a lot more scope to invest.
If you’re still looking to secure the perfect home, you may find that your savings aren’t extending as far as you’d hoped. And it just seems to be getting progressively worse.
In either case, GSA has a game plan that can get you off the financial sidelines and straight amongst the action.
Our unique investment strategy can either help you:
Use your increased equity (aka borrowing power) to create a passive income stream and boost your savings, or
Use your existing savings to secure fast and lucrative returns to increase your buying capacity (and get into the market sooner).
Because not only should everyone have a decent roof over their heads; they should also have the financial freedom to do what they want.
So, as both your financial coach and cheer squad, we’ve got our whistles poised to start talking winning property market tactics.
Ever had a convo with yourself in the mirror? Something you wish you’d said during a heated argument? A hilarious story that’s bound to impress your workmates? Or maybe just a little pep talk for doing something silly. Let’s face it; we’ve all been there.
Sometimes we do this to prepare. A rehearsal of sorts – for an upcoming event. Other times it’s simply to debrief with ourselves. A moment of reflection to replay what we could have said or done differently.
But imagine having a heart to heart with your future self.
Picture this … Dr Who lands his T.A.R.D.I.S. in your lounge room and out pops you – 25 years from now. What would time-travelling-you have to say about your life? How might that conversation play out? Would you have tea? Or a stiff Scotch? Maybe some Jelly Babies. Perhaps you’d sit out on the deck.
Hospitalities aside, you-to-be is likely to offer some sage advice. A little synopsis of what went down over the last couple of decades. And with the benefit of hindsight, this wise time lord may well have you questioning some of your life choices.
Now, imagine what future-you would have to say about your finances. All the decisions you made and the opportunities you let pass by. Every little step that led to retirement and old age.
Would they be telling you what you want to hear? Or would you be reaching for another hand-trembling shot of Johnnie Walker?
Chances are, you’d be waiting for them to tell you that everything worked out just fine. That you’d miraculously paid off all your debt and had ample super to live out your golden years in style. But what if that weren’t the case? Does that even sound likely? Or do you know deep down that you’re way in over your head?
Of course, unless you’re trapped in a Spielberg blockbuster, talking to yourself from the future isn’t yet possible. But the next best thing is. And that’s to stop and take stock of this moment, right now. Ask yourself – have you done everything within your power to create a secure lifestyle? Would future-you be thankful that you seized the right opportunities when they came along? Or have you been fooling yourself that things are okay when really – you know they could be better.
We can’t speed up the timeline any more than you can, but we can predict what’s likely to happen if you don’t take action. That’s why we’re waiting for your call. We already know that by teaming up with us, retired-you will be patting you on the back with gusto.