Beyond the Basics: Building Real Wealth — Your Roadmap to a 7-Figure Future

BEYOND THE BASICS: BUILDING REAL WEALTH

You've got the income. What you might not have is a plan that actually uses it. Spend a morning with real developers, fund managers, and financial advisers — no theory, no hard sell — and leave with a clear roadmap for your next move.

📅 Saturday, 12 September 2026 |

🕙 10:00 AM – 2:00 PM

📍 JW Marriott Hotel, Auckland (or join live via Zoom)

🎟️ From $59 online / $89 in person — bring a partner or friend for $125 (in person)

An elegant half-day event for working New Zealanders ready to build real wealth — in property, funds, and beyond. Join us in person or live online.

A flat market is normal. It is not a crisis. The people who build real wealth aren't waiting for perfect conditions — they have a plan and they keep moving forward. This event gives you a straight, honest look at the market fundamentals, so you can make a clear-eyed decision about your own next move.

THIS IS FOR YOU IF...

✔️ You have $500–$1,000 a month you could be investing — and no clear plan for where it should go

✔️ You're a time-poor working professional with no interest in day-trading or watching the markets for hours a day

✔️ You're earning a six-figure household income but don't have a structured plan for turning that into long-term wealth

✔️ You've thought about early retirement or becoming mortgage-free and want to know what it would actually take

✔️ Your savings are sitting in the bank "for later" while quietly losing purchasing power

THE KNOWLEDGE YOU WILL GAIN TO CREATE YOUR ROADMAP TO A 7-FIGURE FUTURE

Real wealth isn't built on one asset class — it's built on property, funds, and KiwiSaver working together as a genuine strategy. That's why this session covers all three, with input from people who work across each of them day to day.

🏠 Property Investment, Explained Properly

✔️ Aurelie Le Gall, General Manager of Fletcher Living, on where Auckland's next wave of growth is actually coming from, and which developments feature more affordable properties that fit investor criteria

✔️ Leon Da-Silva, owner of Da Silva Builders, on turning property into personal wealth from nothing — and why he's betting big on Hamilton, a market with a 0.5% rental vacancy rate, and the opportunities the current market creates for investors

✔️ Anél Mostert, Business Development Manager at Ray White Waikato Property Management, on the rental demand story in Hamilton — what's driving it, and exactly what tenants are looking for in a property right now

✔️ Our own house view as financial advisers: when property investment actually makes sense, the criteria we use when recommending investment properties, and where the opportunities and risks sit over the next five to ten years

✔️ Current client case studies — if you have equity in your own home, you might already qualify to purchase an investment property for less than $150 a week

📈 Demystifying Investment Funds

✔️ Thom Bentley, Business Development Manager at SuperLife, on how they're actually positioning portfolios through current global uncertainty — the AI bubble debate, geopolitical tension, cost of living — and bring your own questions

✔️ A look at real historical fund performance across a range of outcomes, so you can see what's genuinely been possible, not just theoretical (past performance isn't a guarantee of future results)

✔️ How to set up an investment account for yourself or your kids in under 15 minutes and start contributing from as little as $50 a week

✔️ A simple way to see exactly what it costs you to waste $10,000 a year

💡 The Live Modelling Session: Watch the Numbers Change in Real Time We'll take an example couple's numbers — a combined income of $200,000, a $500,000 mortgage, and $60,000 between them in KiwiSaver — and map two futures side by side, live, in front of the room:

✔️ Where they're headed right now, if they keep doing the same thing

✔️ Where a structured plan could take them instead

✔️ How investment property and funds compare within their strategy

🧠 Plus... The excuses we all make about investing — "I need to pay off my debt first," "I need a bigger emergency fund," "what if I lose it all?," and the classic "I'll start later." We'll break down the real cost of waiting so simply that once you see it, you can't unsee it.

You will not be asked to buy anything on the day. No pressure, no hard sell in the room.

REAL CLIENTS, REAL OUTCOMES

When you get your strategy right, this is what could be possible. These are individual client stories, not typical or guaranteed results — but they'll give you a sense of what's genuinely possible with the right plan and enough time.

✔️ A couple in their early 40s and early 50s moved their financial position by roughly $206,000 over 12 months of financial coaching, while shifting their mortgage-free timeline from 23–24 years down to around 12

✔️ A professional couple in their early 40s grew their KiwiSaver by $120,000, purchased an investment property, and added a further $35,000 across funds and ETFs

✔️ A professional woman in her mid-50s went from consumer debt and no investments beyond KiwiSaver to debt-free with an investment portfolio and a new rental property, within 18 months

✔️ A client in her 70s built $115,000 in passive income over 2 years from an existing portfolio, without changing her lifestyle

None of these clients worked longer hours or gave up their lifestyle to get there — the difference was having a clear, structured plan.

Individual results vary based on personal circumstances, starting position, risk tolerance, and market conditions. These examples are shared to illustrate what's possible, not as a guarantee or typical outcome for every attendee.

This event is educational and informational in nature and does not constitute personal financial advice. Nothing presented on the day should be taken as a personal recommendation for your individual circumstances — for that, please book a consultation with one of our advisers. Any historical returns referenced during the event reflect past performance only and are not a guarantee or indication of future results.