Wealth & Investment Workshop: Learn How to Build a $2M Portfolio

This is a practical and interactive workshop where you’ll learn the exact 5-step strategy our WEALTHY Kiwi clients use to turn their 6-figure incomes into 7-figure NET WORTH, without working harder or doing day trading.

You work hard for your money, but does your money work hard for you?

Learn our 5-Step Process that our WEALTHY Kiwi clients follow to build a 7-figure+ investment portfolio without:

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• Researching and watching the markets daily
• ​​Working 60-hour weeks, or
• ​​Having sleepless nights and worrying about what direction Bitcoin or Trump is going to move.

You’ve nailed the income part. Now it’s time to turn your six-figure earnings into a $2M+ investment portfolio — and build the financial future you actually want.

Join us for a transformational Wealth & Investment Workshop — a live, interactive experience designed to help successful New Zealanders like you finally gain clarity, confidence, and real control over your wealth strategy.

Workshop Details

Saturday, 9 August 2025

10:00am – 1:00pm

JW Marriott, Auckland CBD (or join live on Zoom)

Price - In-Person: $79 | Zoom: $59 (includes replay)

Includes gourmet food & barista coffee (in person)

✅ What You’ll Learn:

• The 5-step strategy our clients use to grow 7-figure net worths
• How to buy a standalone investment property for under $150/week
• Where to invest $50/week for long-term returns
• A 30-minute tweak that could add $200K–$500K to your net worth
• The algorithm we use to match clients with the right investment class
• The mindset shift that separates confident investors from overwhelmed earners
• What top fund managers benchmark against — and how to plug leaks in your portfolio

This Workshop Is For You If:

✔ You’re a high-earning professional or dual-income family

✔ You’ve got KiwiSaver, some shares or a rental… but still feel uncertain

✔ You want strategy, not guesswork (or TikTok advice)

✔ You’re tired of bonus-day anxiety: “What should I be doing with this money?”

✔ You want financial freedom, not just financial comfort

Imagine This…

• You’re topping up your investments by $1K–$3K/month — effortlessly
• Your mortgage is gone, and your investments are paying the bills
• You travel 2–4 times a year without guilt
• You support your kids’ future — without compromising your own
• You wake up each day knowing your financial foundation is rock-solid

All of that is real and achievable — if you have the right roadmap.

Real Clients, Real Results

You’ll hear stories from Kiwis just like you — including:

• A couple in their 30s who built $26K in investment funds + bought property
• A 50-something woman who went from debt to $40K in funds + new property in 12 months
• Clients increasing returns from 7.5% to over 11–20% within 2.5 years
• Dozens of others who added $20K–$25K to their portfolios in just one year — without working harder or sacrificing lifestyle

Hosted at Auckland’s Most Elegant Venue

We’ve booked the newly refurbished JW Marriott Auckland — a setting that reflects the level-up energy of the workshop. Expect cosy luxury, premium service, and beautifully presented refreshments.

Because wealth strategy should feel as elevated as the lifestyle it helps you build.

This is the only Wealth & Investment Workshop we’re running this year.Spots are limited — and they’re filling quickly.

👉 Reserve your seat now for in-person or live-stream access

Your future wealth doesn’t need more delay. It needs strategy.