what can you expect from your strategy session? investment goals until now? please tick the items...

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1 What can you expect from your Strategy Session? By the end of your session you’ll have identified: 1. Where you are right now in terms of your property investing goals. 2. Where you want to be by the time you retire. 3. The roadblocks currently holding you back from achieving your goals and how to address them. 4. Your next action steps.

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What can you expect from your Strategy Session? By the end of your session you’ll have identified:

1. Where you are right now in terms of your property investing goals. 2. Where you want to be by the time you retire. 3. The roadblocks currently holding you back from achieving your goals and how

to address them. 4. Your next action steps.

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Strategy Session Worksheet 1. Where are you at right now?

Income and employment

Client 1 Client 2

Annual salary

Tax return (if self employed)

Assets

Savings

Super

Shares

Cars

Liabilities

Credit cards

Car loans

Personal loans

Property details

Property

1 (PPR) 2 3 4

State

Purchase price

Current weekly rent

Estimated value (A)

Current debt (B)

Estimated equity (C) (A – B = C)

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2. Where do you want to be? In 12 months from now?

• • •

By the time you retire? • • • • • • • • • •

The trick here is to get specific here. Think about what type of lifestyle would you like to be living? What would you be doing on a daily basis? What would make your life as full and as fulfilling as possible?

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3. What’s been holding you back from achieving your property investment goals until now?

Please tick the items that have been holding you back from achieving your property

investment goals?

No mentor or coach

Information overload / analysis paralysis

Lack of confidence

Fear of failure

Limited education

Limited Skills

Limited Time

Limited market knowledge

No budget

No savings

Fear of taking the first step

Feeling overwhelmed

Under-performing property portfolio

Average team of advisors

Limited social support / community of like-minded people

What’s really been holding you back from achieving your property investment goals until now?

• •

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4. What are your property investment goals?

Please identify which one of the two options in each row below are most important to

you.

Passive investor

Active investor

High risk

Low risk

Short term gains

Long term gains

Cash flow

Capital gains

Single income property

Dual income property

Units

Houses

Existing property

Brand new property

Renovated

Un-renovated

Ugly duckling

Liveable with renovation potential

Single state

Multiple states

Regional property

Metro property

Low depreciation benefits

High depreciation benefits

Small deposit

Large deposit

I have a team of advisors I’m looking to build a team of advisors

I’m looking for a buyer’s agent to help find me my next investment property

I’m looking for a mentor and a coach, as well as a buyers agent to help find me my next investment property

Is there anything else that you would like to add?

• • •

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The power of compound growth Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it. Compound interest is the most powerful force in the universe. Example 1:

• $400,000 purchase • 15 years • 4% return per annum

• $400,000 purchase • 15 years • 6% return per annum

Deciding on where you invest your money could either make (or cost) you $238,246 over the next 15 years.

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The power of compound growth Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it. Compound interest is the most powerful force in the universe. Example 2:

• $1,000,000 worth of property • 15 years • 4% return per annum

• $1,000,000 worth of property • 15 years • 6% return per annum

Deciding on where you invest your money could either make (or cost) you $595,615 over the next 15 years.

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A bit about Pumped On Property Pumped on Property is a full-service buyer’s agency that helps Australians become financially free through property investing. Our team specialises in creating tailored property investment strategies for our clients and finding the right properties to help them achieve their financial goals. We find investment properties in growth suburbs at the best prices and help you get into the market sooner. We also provide ongoing property mentoring and education to help you build your portfolio and become a more confident property investor. Each year thousands of Australians decide to invest in property but don’t know where, or have the time to start. It’s common for these investors to receive mixed advice from family and friends on which suburbs to buy in and what types of property to be looking for. It’s even more common for these investors to receive mixed signals online, leaving many investors feeling even more confused about where to start. Unfortunately, there are countless stories of investors who have either rushed into buying an investment property that was overpriced, or procrastinated and missed out on great investment opportunities. With the right team in place, who can provide you with expert advice and in-depth market knowledge, you can get into the market sooner and begin investing with confidence. As your personal Buyers Agent, we’re committed to:

• Finding the best investment properties and negotiating the best prices. • Providing you with on-going mentoring to help you become a financially independent

property investor. • Providing you with regular updates and giving you certainty at every stage of the

process.

OUR GUARANTEE At Pumped on Property we know the Australian property market is extremely competitive, with prices in some markets rising every week. That’s why it is important for us to make sure our clients buy the right property, at the right time, at the right price. With this in mind we guarantee that if we can not find you an investment property that meets all of your investment goals within 6 months of you becoming a client we will refund 50% of your services fee.

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A bit about Pumped On Property OUR PROCESS We have taken the process of buying an investment property to a whole new level.

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Recent Buys – Example 1 CAPITAL GROWTH This is a property we bought for Luke Taylor in June of 2015. This property is located in a suburb called Keperra, which is 9km from Brisbane’s CBD. At the time of purchasing this property Keperra was predicted to increase in value by 6% p.a. for the next 8 years. Luke was 24 and working as an Engineer for the NSW Government when he decided to buy his first investment property. Luke was referred to us by a friend and previous client named Josh. He came to us because he did not have the confidence to buy his first investment property on his own and he did not have the local market knowledge he needed to purchase below market value in Brisbane. We helped Luke purchase this property from the QLD Government. Luke’s plan was to buy and hold this property long term. He intends to do a cosmetic renovation on the property to manufacture some short term equity.

• House • Land size - 550m2+ • 3-bedroom, 1-bathroom, 1-garage • Purchase price in June 2015 - $405,000 • Market valuation as of November 2017 - $560,000 • Equity made in just over 24 months - $155,000 • Current rent - $430

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Recent Buys – Example 2 CASH FLOW This is a dual income property we helped Jason Mills build in December of 2015. This property is located in a suburb called Beerwah, located on the Sunshine Coast in QLD. Jason was 29 and working as an Estimator in Sydney when he decided to build this dual income property. Jason and his girlfriend had been working on super yachts all over the world for the last 8 years when they decided to come back to Australia and set up their future. This was their second investment purchase with us. Jason came back to us after we helped him purchase a town house in the Gold Coast, which increased by 10% within 12 months of owning it. We helped Jason purchase his land from a distressed developer, we then introduced him to a builder and interior designer in our network. Jason’s plan was to build and hold this property long term.

• Dual income • Land size - 859m2 • 3-bedroom, 2-bathroom, 1-garage / 2-bedroom, 1-bathroom, 1-garage • Turnkey construction cost in December 2015 - $445,000 • Market valuation as of November 2017 - $580,000 • Equity made in just over 24 months - $135,000 • Rent - $700 • Rental yield - >8%

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Recent Buy – Example 3 CAPITAL GROWTH & CASH FLOW This is a property we bought for Shane Foley in June of 2015. This property is located in a suburb called San Remo, located on the Central Coast in NSW. Over the 12-month period following the purchase of this property San Remo increased by 13.5%. Shane was just over 50 and running his own business when he approached us with the goal of creating $100,000 worth of passive income through property investing over 2 years. Shane came to us because he did not have the time to go to the market and find properties with an 8%+ rental return on his own. We helped Shane purchase this property from a local real estate agent. Shane’s plan was to buy and hold this property long term. After purchasing this property, we helped Shane organise the construction of a granny flat which now provides him with $320 a week in rent. Shane also intends to do a cosmetic renovation on the property to manufacture some short-term equity.

• House + granny flat • Land size - 600m2+ • 3-bedroom, 1-bathroom, 1-garage / 2-bedroom, 1-bathroom granny flat • Purchase price in July 2015 - $337,500 • Market valuation as of November 2017 - $460,000 • Rent - $370 • 2-bedroom granny flat • Turnkey construction cost - 2-bedroom granny flat - $120,000 • Rent - $320 • Rental yield - >8%

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Privacy policy The Few Enterprises P/L ATF The Few Trust T/A Pumped On Property (POP) respects and is committed to protecting your privacy as a client of POP pursuant to this information sheet. Disclaimer Real Estate Advice The Client acknowledges that buying real estate is both a commercial and emotional decision. We primarily address the commercial basis as the emotional basis is particular to you. Based on our experience and research we can only put up to you, properties we believe meet your requirements. At all times the decision to buy or not to buy is yours. We will advise as to our view as to the pros and cons of properties identified by us as falling within your needs analysis. The information provided is relevant to the current property market as at the date of the recommendation and warranties cannot be given as to the future value of the property. The finally negotiated price depends upon the need of the Seller to sell and your desire to buy. The price may also be affected by any terms or conditions attached to your offer. No Legal, Financial & Taxation Advice The Client acknowledges and agrees that: 1. Any information provided by us is provided as general information and for general

information purposes only;

2. We have not taken th e Client’s personal and financial c i r c u m s t a n c e s i n t o account when providing information;

3. We must not and have not provided legal, financial or taxation advice to the Client;

4. The information provided must be verified by the Client prior to the Client acting or relying on the information by an independent professional advisor including a legal, financial, taxation advisor and the Client’s accountant;

5. The information may not be suitable or applicable to the Client’s individual circumstances;

6. We do not hold an Australian Financial Services Licence as defined b y section 9 of the Corporations Act 2001 (Cth) and we a re not authorised to provide financial services to the Client, and we have not provided financial services to the Client;

7. We have relied upon these warranties and representations made by the Client in providing information and or performing any services for the Client.

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Privacy Policy

We may use personal information collected from or about the Client to act as the Client’s agent and to perform their obligations under any appointment or other agreement. We may also use such information collected to promote the services that we provide and/or seek potential clients.

We may disclose information to other parties including advisors, media organisations, property data service providers, on the internet, to potential vendors, or the clients of the Agent both existing and potential, as well as to parties engaged to evaluate any property, body corporate or owners’ corporations, valuers, government and statutory bodies and financial institutions.

We will only disclose information to other parties as required to perform their duties under this agreement, to achieve the purposes specified above or as otherwise allowed under the Privacy Act 1988. If the Client would like to access this information, they can do so, by contacting the Agent at the address and contact numbers contained in this agreement.

The Client can also correct this information if it is inaccurate, incomplete or out-of-date.

Real estate and tax law requires some of this information to be collected. If the information is not provided, we may not be able to act on the Client’s behalf effectively or at all.