Our team of Portfolio Managers have years of experience in helping to get you your first property or build your portfolio. Under the professional guidance of Brett Alegre-Wood the team will put you at ease as that answer your questions and give you confidence in the Plan and Strategy that you'll create.
Once you plan and strategy is in hand they will oversee the entire process from there to ensure you achieve what you set out too.
Either way we put aside a full 2.5 hours to chat with you about anything you need. The team can cover any topic to do with property, economic, politics and strategy.
Phone meetings will generally be done through our Zoom software at a computer.
Convenience of Phone, Face-to-Face or Online
Face-to-Face you have a range of choices and countries where we regularly hold meetings.
Customised presentation to your level of experience
It's important to us to have you walk away with certainty. So we tailor the contents of the meeting to your level of experience, we'll take the time to explain each concept and also recommend further reading from our plethora of articles, books and videos.
If you're already experienced then let us deep dive into how we can help build your portfolio.
Choose from either an Initial, Property or Review meeting type.
We have 3 types of meetings that will determine the approach we take.
Initial Meetings cover everything from Who Gladfish are, How we can help, Basics of Principle, Laws, Strategies and Planning.
Property Meetings are focussed on running you through a live property opportunity that you are interested in purchasing. We'll cover everything you need to move forward with certainty.
Portfolio Review meetings are designed to keep you on the track we last set and make sure you're getting the results we expected. If not we'll look to change direction, provide additional education, build a system to support you.
Highly skilled and market aware, their job is to build your portfolio with the minimum of hassle and uncertainty.
Our highly skilled team undergo continuous training and updates to their knowledge of the property market. They are continuously challenged in their knowledge and have sold many millions in new build and off plan property.
The biggest mistake investors make is buying a property without considering strategy and the market. At every portfolio meeting, we’ll provide a Plan and a Strategy that meets the current property market.
Book a time to speak with one of our Portfolio Managers today.
Book A Time To Sit Down Over Coffee With The Team Today!
Have an informal chat with my team, they can cover any property topic with ease.They are battle-hardened investors with years of experience in building portfolios for our clients.
Brett Alegre-Wood
Founder & Head of Portfolio Management
