First Home Buyer Education Centre!
The first home buyer mentor program will empower you with the knowledge to buy your first home faster than you thought possible!
Only $69.95
Online Financial Coaching for First Home Buyers!
About the course
This course is led by a fully licensed financial adviser and is spread over 2 sessions, each being live and interactive with the opportunity to ask questions at the end of each session.
The course is tailored around our real-life case study of Claire and takes you through her financial advice journey to establish, protect and achieve her ambition of becoming a home owner!
The course has been designed in stages to allow you to take things one step at a time. By staging the course into sessions our aim is to help maximise your ability to understand, develop and implement the education, strategies, and principles this course will empower you with!
Don’t worry, if you feel you need personalise help and guidance one of our planners is always there to help.
A call to action is key for your success
Designing a well thought out financial strategy involves identifying, understanding, and planning to create a system and strategy which is right for you!
Implementing what you learn is the key to success!
The sessions are strategically separated to allow you the time to contemplate, understand and implement the strategies you feel are appropriate.
Tools to help you accomplish your dreams!
At the end of each session you will receive a “Call to Action” booklet, which asks you to start the process of implementing what you have learnt to better your own situation. The booklet is accompanied by guides and step by step instructions on how the tools FINTOR provides can empower you to achieve your ambitions!
Complete our online classes and the tailored coaching projects provided and save over 40% on any personalised advice fees!
Online Financial Education Designed For Success!
Here is whats included:
Detailed financial strategies, their benefits and how they could apply to you!
Market-leading tools, calculators & software to help you apply the knowledge and start achieving!
Learn how different strategies come together to create savings, minimise tax & help you achieve!
Professional help and guidance to keep you achieving your goals!
Financial Mentoring for First Home Buyers
Session 1. A guide to structure your cashflow and protect your ambition which will impress the banks and get you saving!
Session 2. Maximising government initiatives and investment strategies to save for your first home!
Meet Claire!
About Claire
Claire is 25 years of age and has started her first full-time job out of Uni and is still living at home with her parents. Claire has a goal of buying her first home and is hoping to spend approximately $600,000.
Claire is also keen to travel and she has set herself a goal of being able to afford an 8 week trip to Europe & the Amalfi Coast within the next 3 years
Assets & Liabilities
Claire has started her career in Sales & Marketing an earns an income of $65,000.00 per annum. So far she has saved $25,000, has super of $18,500 and a credit card with $1,500 owing.
Apart from from personal belonging Claire doesn’t have any other assets.
Projected Financial Benefits!
Projected Savings totalling $125,367
Created $58,547 in Extra Savings over 3 years!
Reduced Mortgage Lender Insurance Costs by $3,800
Created savings of $6,517 by using government benefits correctly
Tailored a plan to save $102,268 in interest over the life of her loan
Is projected to repay her home loan 6 years earlier
Educated her on how to create a $13,000 tax free income
Created emergency funds of $15,000 at the loan commencement and over $114,992 in funds by year 5!
Goals She Achieved!
Purchased her dream home for $650,000 withing in 3 years!
Traveled Europe for 5 weeks at a cost of $14,500
Traveled to the Amalfi Coast 12 months after purchasing her home at a cost of $12,000!
Our Coaching & Mentoring For First Home Buyers!
Session 1 - Creating and optimising appropriate strategies to protect & achieve your first home purchase!
This 60 minute online live and interactive coaching session is run every month and is designed to coach first home buyers on how they can optimise their banking to achieve their goal of purchasing their first property.
Importantly the session also mentors you on how to protect your financial situation to ensure you continue to save and are able to afford your loan repayments long term.
What's Included
- How we Identified Claire’s savings capacity
- How we identified and optimised Claire’s capacity to save!
- How we structured Claire’s banking to keep her accountable
- How we automated Claire’s ability to save
- Creating Your Personalised Budget
- The basics for protecting your ability to earn an income.
- The basics to creating a safety net to afford your loan repayments.
Session 2. Maximising your saving plan & Government Incentives!
This hour of live and interactive fun is designed to help you gain knowledge that will be truly valuable in your aspiration to purchase a home. We provide you with valuable insights into how our personalised advice is projected to provide Claire with the benefits above.
We mentor you by providing in depth insight into the personalised Wealth Creation strategies we tailored to Claire’s objective of purchasing a new home.
This session runs approximately a fortnight after the 1st session. Don’t worry about missing a session as multiple sessions run throughout the year!
What's Included
Creating Claire’s home deposit
- How we identified suitable investment strategies for Claire
- Identifying a suitable investment Structure and Platform
- How we tailored Claire’s investment portfolio
- How we managed Claire’s tolerance to investment risk
Analysing & Accessing Government Benefits:
- Identifying Claire’s eligibility for government incentives
- Optimising Claire’s strategy to maximise eligible government incentives
Lending Structure & Repaying your loan
- How we structured Claire’s Loans
- How we optimised Claire’s Loan Repayments
Personalised Advice for First Home Buyers
Personalised Advice & Your Investment
For those wanting one on one coaching and a personal mentor to help advise them on a suitable course of action, we have you covered. Our First Home Buyer’s package is priced from $1,250.00 for Singles and $1,750 for couples!
What's Included
Cashflow Management Advice Including:
- Identifying Your Savings Capacity
- Creating Your Personalised Budget
- Automating Your Budget
- Designing a Banking Structure to keep you Accountable
Investment Advice Including:
- Designing Your Initial & Ongoing Strategy
- Creating a Tailored Investment Portfolio
- Identifying a Suitable Investment Structure or Platform
- Managing your Tolerance to Risk
Analysing & Accessing Government Benefits:
- Identifying Your eligibility for government incentives
- Optimising your strategy to maximise eligible government incentives
Lending & Debt Reduction Advice
- Optimising Your Loans & structure
- Optimising Your Loan Repayments
We also provide targeted Mentor Sessions!
Our selective mentor and coaching programs can educate you on budgeting, structuring your loans, superannuation, SMSF’s, estate planning, gearing and debt recycling. Our aim is to give you the best chance of hitting your goals!
Resources for First Home Buyers
Kick Start Progran
Our Kick start program allows you to structure a budget and automatically track your financial progress towards buying your first home!
Home Loan Pre-Approval
Our team includes licensed mortgage brokers that can help you get pre-approved to purchase your home and importantly structure your loans to repay them ASAP!
Knowledge Centre
Our website has a huge range information available for first home buyers. Become informed and take control of your financial future!
First Home Buyer Education Centre!
The first home buyer mentor program will empower you with the knowledge to buy your first home faster than you thought possible!
Only $69.95
Online Financial Education Designed For Success!
Here is whats included:
Detailed financial strategies, their benefits and how they could apply to you!
Market-leading tools, calculators & software to help you apply the knowledge and start achieving!
Learn how different strategies come together to create savings, minimise tax & help you achieve!
Professional help and guidance to keep you achieving your goals!
Complete our online classes and the tailored coaching projects provided and save over 40% on any personalised advice fees!
Online Financial Coaching for First Home Buyers!
About the course
This course is led by a fully licensed financial adviser and is spread over 2 sessions, each being live and interactive with the opportunity to ask questions at the end of each session.
The course is tailored around our real-life case study of Claire and takes you through her financial advice journey to establish, protect and achieve her ambition of becoming a home owner!
The course has been designed in stages to allow you to take things one step at a time. By staging the course into sessions our aim is to help maximise your ability to understand, develop and implement the education, strategies, and principles this course will empower you with!
Don’t worry, if you feel you need personalise help and guidance one of our planners is always there to help.
A call to action is key for your success
Designing a well thought out financial strategy involves identifying, understanding, and planning to create a system and strategy which is right for you!
Implementing what you learn is the key to success!
The sessions are strategically separated to allow you the time to contemplate, understand and implement the strategies you feel are appropriate.
Tools to help you accomplish your dreams!
At the end of each session you will receive a “Call to Action” booklet, which asks you to start the process of implementing what you have learnt to better your own situation. The booklet is accompanied by guides and step by step instructions on how the tools FINTOR provides can empower you to achieve your ambitions!
Financial Mentoring for First Home Buyers
Session 1. A guide to structure your cashflow and protect your ambition which will impress the banks and get you saving!
Session 2. Maximising government initiatives and investment strategies to save for your first home!
Meet Claire!
About Claire
Claire is 25 years of age and has started her first full-time job out of Uni and is still living at home with her parents. Claire has a goal of buying her first home and is hoping to spend approximately $600,000.
Claire is also keen to travel and she has set herself a goal of being able to afford an 8 week trip to Europe & the Amalfi Coast within the next 3 years
Assets & Liabilities
Claire has started her career in Sales & Marketing an earns an income of $65,000.00 per annum. So far she has saved $25,000, has super of $18,500 and a credit card with $1,500 owing. Apart from from personal belonging Claire doesn’t have any other assets.
Projected Financial Benefits!
Projected Savings totalling $125,367
Created $58,547 in Extra Savings over 3 years!
Reduced Mortgage Lender Insurance Costs by $3,800
Created savings of $6,517 by using government benefits correctly
Tailored a plan to save $102,268 in interest over the life of her loan
Is projected to repay her home loan 6 years earlier
Educated her on how to create a $13,000 tax free income
Created emergency funds of $15,000 at the loan commencement and over $114,992 in funds by year 5!
Goals She Achieved!
Purchased her dream home for $650,000 withing in 3 years!
Traveled Europe for 5 weeks at a cost of $14,500
Traveled to the Amalfi Coast 12 months after purchasing her home at a cost of $12,000!
Goals She Achieved!
Purchased her dream home for $650,000 withing in 3 years!
Traveled Europe for 5 weeks at a cost of $14,500
Traveled to the Amalfi Coast 12 months after purchasing her home at a cost of $12,000!
Projected Financial Benefits!
Created $58,547 in Extra Savings over 3 years!
Created tax savings of $6,517 by using government benefits correctly
Projected Savings totalling $125,367
Educated her on how to create a $13,000 tax free income
Tailored a plan to save $102,268 in interest over the life of her loan
Reduced Mortgage Lender Insurance Costs by $3,800
She is projected to repay her home loan 6 years earlier
Created emergency funds of $15,000 at the loan commencement and over $114,992 in funds by year 5!
Our Coaching & Mentoring For First Home Buyers!
Session 1 - Creating and optimising appropriate strategies to protect & achieve your first home purchase!
This 60 minute online live and interactive coaching session is run every month and is designed to coach first home buyers on how they can optimise their banking to achieve their goal of purchasing their first property.
Importantly the session also mentors you on how to protect your financial situation to ensure you continue to save and are able to afford your loan repayments long term.
What's Included
- How we Identified Claire’s savings capacity
- How we identified and optimised Claire’s capacity to save!
- How we structured Claire’s banking to keep her accountable
- How we automated Claire’s ability to save
- Creating Your Personalised Budget
- The basics for protecting your ability to earn an income.
- The basics to creating a safety net to afford your loan repayments.
Session 2. Maximising your saving plan & Government Incentives!
This hour of live and interactive fun is designed to help you gain knowledge that will be truly valuable in your aspiration to purchase a home. We provide you with valuable insights into how our personalised advice is projected to provide Claire with the benefits above.
We mentor you by providing in depth insight into the personalised Wealth Creation strategies we tailored to Claire’s objective of purchasing a new home.
This session runs approximately a fortnight after the 1st session. Don’t worry about missing a session as multiple sessions run throughout the year!
What's Included
Creating Claire’s home deposit
- How we identified suitable investment strategies for Claire
- Identifying a suitable investment Structure and Platform
- How we tailored Claire’s investment portfolio
- How we managed Claire’s tolerance to investment risk
Analysing & Accessing Government Benefits:
- Identifying Claire’s eligibility for government incentives
- Optimising Claire’s strategy to maximise eligible government incentives
Lending Structure & Repaying your loan
- How we structured Claires Loans
- How we optimised Claires Loan Repayments
We also provide targeted Mentor Sessions!
Our selective mentor and coaching programs can educate you on budgeting, structuring your loans, superannuation, SMSF’s, estate planning, gearing and debt recycling. Our aim is to give you the best chance of hitting your goals!
Fundamentals to creating a Budget
Learn how to budget effectively by gaining the knowledge of knowing how to automate and structure your banking!
Only $29.95
Selecting Suitable Insurance Cover
Learn what features and definitions will help you save thousands of dollars in premiums but most importantly making claiming easy and more accessible!
Only $29.95
Maximising Superannuation
Learn how super can become your most valuable asset in creating wealth. Learn how to increase your ability to save by using the most tax effective structure available to Australians
Only $29.95
Retirement
Planning
Learn how to make your transition into retirement easy and as stress free as possible! Kate and Matt created $1,009,630 extra in super by 65, and created an investment strategy that delivers a steady and reliable income of over $100,000 per annum.
Only $149.95
Self Managed
Superannuation
Empower your super with the ability to buy any asset you believe will help better your retirement and Learn how to automate the compliance and administration!
Only $149.95
Estate
Planning
Empower and protect your family with the knowledge that will enable the most optimal protection Australian law allow for when protecting against divorce and relationship breakdowns!
Only $99.95
Lending
Advice
Learn how to transform your loans from a liability into an Asset!
Our coaching will also show you what possible when structuring your loans and the most effective ways of saving interest.
Only $99.95
Gearing &
Debt Recycling
Empower yourself with the knowledge of how Gearing can actually reduce your risk when investing!
Our coaching will demonstrate how you can pay off your personal loans and invest in your future simultaneously!
