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.

Let's get real here.

• We know that you are considered successful by your peers, you have a great job, and earn good money

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• You provide well for your family, and life seems comfortable most of the time.

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• You already have some investments like a KiwiSaver, and maybe even rental property or a Sharesies portfolio that you dabble in.

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• You probably get investment ideas from your friends and Instagram, but there is too much noise out there to make a decision.

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• Whenever you get your bonus or an injection of cash, your head spins with what you should be doing and you experience anxiety and doubt, not the happiness or peace of mind that you crave.​

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The main issue is... you don’t know how to turn your 6-figure income into a 7-figure investment portfolio.

This workshop is for you if:

• 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.

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What you need is a clear strategy to build your wealth while living your life with joy, peace of mind, and adventure.

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:

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• 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.