8 Week Investor Program- The 5 Principles to Financial Success


Profolio’s innovative new 8 week investor program is designed to bridge the gap between financial planning advice and what people starting out with investing need. The interactive program is designed to give you the tools and the know how to make educated, informed finance and investment decisions.

 

“This program teaches you the stuff you don’t learn in school about money; how to use it, and how to get more of it. I believe that anyone can get ahead financially and have the peace of mind that comes with being financially secure. You don’t have to settle for the life you have now. The earlier you start and change your money mindset, the easier your life will be. With a little bit of guidance and education, you too will be on the road to getting everything you want out of life.”
-Sarah Rogers

 

  • ARE YOU DISSATISFIED BECAUSE YOU ARE SPENDING MORE THAN YOU ARE MAKING AND FIND YOURSELF IN DEBT?
  • DO YOU SEE WANT TO SEE YOURSELF HAVING A BETTER LIFESTYLE, FULFILLING RELATIONSHIPS AND LESS STRESS WITH MONEY THROUGH AN AWESOME QUALITY OF LIFE?
  • ARE YOU NOT SURE WHAT TO DO WITH YOUR MONEY, WHAT YOU ARE DOING WRONG AND WHY YOU AREN’T GETTING AHEAD?
  • DO YOU SEE PEOPLE AROUND YOU INVESTING AND GETTING AHEAD BUT FEEL LIKE YOU ARE CAUGHT IN THE RAT RACE?
  • ARE YOU WANTING TO CHANGE & FINALLY LIVE LIFE ON YOUR TERMS?

 

So what are the 5 Principles?

Power of choice

Principle 1, The power of choice principle covers an introduction to the 8 week investor program, the mindset you need to invest, the lessons Sarah Rogers your presenter has learnt along the way, why you should invest, and a goal setting experience that will change the way you set goals and the expectations you will have for yourself forever.

Money Management

Principle 2 gives you the foundation steps you need to embark on to understand money, where it goes, and how you can maximise what you have. The 50/30/20 budget formula is an easy, powerful way to budget which requires minimal effort once in place. We will complete each of the foundation steps; such as understanding debt and putting a plan in place to get out of it, and understand the key philosophies of investing such as compound interest, building a buffer, and what investments suit your risk level. You will be educated right from the start on good money habits which will help you for the rest of your days.

Investment Vehicles

To someone that hasn’t invested before or hasn’t done much investing, all of the different investments can be overwhelming, knowing where to start, how it works, and what to do are the key issues Millenial Investors have when they actually get to investing. This section covers off in a really simple easy to follow way the difference between each investment, such as shares, managed funds, superannuation and more. But most importantly it explains the benefit of each and how they work in together.

Bricks and Mortar

For anyone that knows Sarah, you will know Sarah has a strong preference towards property Investment as an investment vehicle because it is the main vehicle she uses to build her wealth, thats why this investment gets its own section, and as this course is designed for people wanting to accelerate their finances while young and may not have a great deal of money spare, property offers some great advantages which we will cover. Here you are given real strategies to implement with investing in property, using Sarah’s personal experiences to tell a story of the good, the bad, and the ugly that comes with investing. From investing for cashflow or growth, how to structure it, and where and what to buy, this 5 step framework offers the tools to purchase property, and purchase well.

Review and Prosper

Investing for wealth accumulation is not normally about retirement, it’s about giving people the freedom and choice. Whatever the goal; travel more, start a business, support your young family, it is hard to know how far you are from attaining that. So many people buy property or invest, doing the work pre purchase but then not knowing whether or not they are making money or not. Knowing how to review your portfolio and how far you are to achieving your goals is a key step. This principle walks you through how. This is where we also touch on the key goal all program attendees are working towards, which is what we call the $10 million goal.

After completing the 8 week investor program you will live, breathe, and love the 5 principles and they will change the way you think about money, and enhance your expectations of your future

Have you completed our Money IQ Score card? See how you rank with your Money Smarts. Is there room to improve? Or you might be an astute investor but want a bit of guidance on kicking it up a notch, then this course is for you.

What do you get?

  • 5x 2-hour in person interactive workshops covering each key principle over the 8 weeks
  • A workbook to complete throughout the course and reference to in the future
  • An online forum to access for 24/7 support and support from the Profolio community
  • Access to online programs, how to guides, and checklists.
  • Drinks and nibblies to celebrate the completion of the course
  • A certificate showing completion of the program
  • You will walk away with a real action plan to put in place after the course to work towards financial freedom, completing your own financial plan with our guidance

4 Key Benefits of the 8 week investor Program;

  1. Educates and empowers people to make the right financial choices
  2. Provides real strategies to implement towards financial freedom
  3. Shows people how to build real wealth through property investment by maximising what they already have
  4. Puts people on the path to have more money and more time

But… the Ultimate Prize is, Financial Freedom…

 

Have you attended our 1 hour keynote seminar on the Methodology of our 5 Key Principles yet? If not, this is a great introduction to our program. To view dates, click here.

And it only costs:

Choose one of the 3 options that best suits you

Option 1

Total Cost- $999– $999 one-off cost at time of booking

Option 2

Total Cost- $1,299– This package is if you book in before December 21, 2016.

$399 Upfront, remainder in monthly instalments, to be paid in total before completion of the program on 13/04/2016.

Option 3

Total Cost- $1,499– This package is for bookings after December 21, 2016.

$399 Upfront, remainder in monthly instalments, to be paid in total before completion of the program on 13/04/2016.

 

So when is the next program?

This 8 week program runs 4 times per year. If you miss one program you will be able to make the next, however, just be warned. We are offering significant discounts of 50% for those that participate in the initial program, this program will never be offered as cheap again. The discounted prices are shown above.

The next 8 week program runs from 13/02/2016 to 07/04/2016. The workshop dates will be released closer to the date. Please speak to us directly if you would like to confirm your availability, however the workshops are to be ran from 5pm-7pm, with the last workshop going slightly longer to allow for networking and celebration.

 

So what will the course cover in more detail? Read our course outline here.

 

FAQ

Frequently Asked Questions

  • What prior knowledge do I need to have?

    We assume no prior knowledge and will  cover all content needed in the 8 week program, the depth of content will be gauged around the requirements of our investors in the room and we ensure no matter your previous experiences or knowledge you will get real value from the course

  • What required reading do I need to do?

    There is no required reading you need to do before the course, there is reading and worksheets you will complete during the course, however in our workshops we will walk you through each section to ensure you have a confident understanding.

  • What is my time commitment I'll need to allow for the 8 weeks?

    There will be work that you will need to complete between each session to gather your personal required information for the next session, such as your superannuation details or completing your budget. Depending how comfortable you are now with your finances this could range from 8 hours for the entire program to 16 hours. We recommend setting aside time each fortnight to go through the work to get the most benefit out of the course. 

  • What if I need help or support throughout the program?

    The program is designed to be as hands on and interactive as possible, you will have access to the online forum 24/7, you will also have access to our team via email at mail@profolio.com.au or via phone on 02 6021 0577. 

  • What if I'm unable to make a workshop?

    While all efforts should be made to attend each workshop as the program is designed for each principle to move to the next regarding prior knowledge and work completed. We understand at times life just happens, you will be given the option to either attend the next courses 2 hour workshop on that principle or if available watch the recorded webinar.


 

  • Profolio helped create the dream income I have wanted to provide for my family–John

  • I have purchased the Essential Investor Pack and can completely recommend it. The cash-flow calculators and checklists are wonderful, very clear and concise with detailed instructions. The outcome has also been wonderful, I have been able to easily select properties and know what the expected return will be for that property and how it will fit into my portfolio. I now feel like I'm investing in property the right way with a bit of a plan. I will be using Profolio to build my knowledge for my next purchases as well.–Janet

  • We are so AMAZED by the exceptional skills and professionalism that Profolio has showed us. Their excellent support, knowledge and vision into property portfolio building is top notch! We love Profolio and we’re so happy with the mentoring we’ve received from Profolio! I look forward to working with Profolio more as the business grows. Keep up the great work guys!! And Thank you!–Michelle and Peter

To get contacted by one of our team to book your spot at the next 8 week program, leave your details below or call the office on 02 6021 0577. Remember there are limited spaces so get in quick: