There are two offers at InvestorKit:

End-to-end property investment service. We build the strategy, find the property, and manage the journey through to settlement and beyond.

What clients get

Why it matters

Why clients choose us

Cost

What it is

High-yield, cashflow-focused property service for investors with $750K+ cash(SMSF) or $1m+ cash or equity (Non-SMSF) and targeting deals $2.75m+.

What clients get

Why it matters

Why clients choose us

Cost

Thanks for asking, yes actually:

Great, well let’s take a step by step look.

These leads come from a variety of places:

This is primarily where the leads you’ll be dealing with come from.

A prospect needs to have the below to be qualified:

Scenario One:

Scenario Two:

See below:

A lead is set only when they meet at least three of the four criteria below.

They have interest, but low clarity, low urgency, or low confidence.

A lead is nurture if any of the following are true.

What nurture sounds like

Curious, hesitant, vague, uncertain, or needing reassurance.

These people need warming, education, and confidence before setting.

Nurture rule

If they do not meet set criteria but have potential once warmed, they go into nurture.

Okay you have a CRM right, where is it and how do I use?

Well… you’re in luck. Here is a video that breaks that down:

Here are a few different email templates you could use, but don’t forget to visit the Sales Resources link and build your own. Chose something that is relevant to the person! link

Financial Planner Referrals

Goal Position InvestorKit as the execution partner to their financial planner, not a competing strategist. Keep it simple, confident, and aligned.

Step 1: Confirm who referred them Ask: Who was the financial planner that referred you through?

Follow-up (optional): Have you already had a planning session with them or is that still coming up?

Step 2: Frame our role correctly (execute, don’t override) Key message: Just so you know, we don’t replace your financial planner’s strategy. They set the direction, and our job is to execute the property side properly based on their brief.

Phrases to use: We’re the delivery arm for the property execution. We’ll work off their recommendations and make sure it gets done the right way. We’re not here to re-strategise you, we’re here to implement.

Step 3: Reassure and normalise the relationship Key message: We work with financial planners all the time. This is a very normal pathway for our clients.

Phrases to use: We partner with planners every week. Most of our best clients come through this exact channel. We’ll keep everything aligned with what your planner wants and keep them in the loop.

Optional close (book the next step) Perfect. The next step is a quick chat so we can understand your timeline, buying capacity, and what your planner’s aiming to achieve for you, then we’ll map the right next step from there.

Use the below email template to refer to Natalia Clack and the team at Easy Super:

Please email to:

enquiry@easysuper.au

And CC:

natalia@easysuper.au

Subject: Introduction to Easy Super

Hey [Name],

Hope you’re doing well.

As discussed, we’d like to introduce you to Natalia Clack and the team at Easy Super, who specialise in SMSF set-up and support.

We work closely with Natalia and her team throughout the SMSF process and have strong confidence in the level of guidance and support they provide to clients.

The purpose of this introduction is to help you understand:

We’ll remain connected throughout the process and continue supporting you alongside the Easy Super team to help ensure everything progresses smoothly.

Natalia and her team will guide you through the next steps from here, and will soon be in contact on your mobile number: [MOBILE NUMBER]

You’re in very good hands.

Regards,

[Your Name]

**Set a task for yourself to follow up in the ‘InverstorKit + Easy Super’ Whats App group in 2 days time to confirm booked in and then set yourself a task to follow up with the client.

See how a really strong question following majority of our discovery can create a clear bridge:

“Have you ever considered using a Buyer’s Agent, or are you familiar with the benefits of using a BA compared to doing it yourself?”

The benefits of the question are as below:

Benefits:

1.⁠ ⁠Clarifies mindset early

2.⁠ ⁠Sets strategic context

3.⁠ ⁠Creates a natural bridge into our pillars

4.⁠ ⁠Improves consult quality

Don’t overdo them! Simple but important information is what we need so the Setter is quickly able to understand the clients situation and reference the details throughout the call:

Use this Template (this includes the prompts for Chat GPT - Which you can set up as a Project:

I am a setter for a buyers agency. I will paste call transcripts in here and I want you to fill it out using the template below. I want you to remember this prompt for ALL transcripts posted here

From - [location]

Job - [occupation/industry if known]

Reach out - [why they wanted to book in a call]

Heard about us - [referral/source/marketing]

IP - [investment property yes/no/amount of properties, PPOR yes/no]

Goals - [investment or personal goals]

Challenges - [what they need from a BA, why they can't do it themselves, where they need help — phrase indirectly (e.g., guidance on plan, confidence choosing markets, sourcing good properties, negotiating well, minimising risks, time/knowledge gaps, BA selection criteria)]

Budget - [rough figure if mentioned]

Broker - [has one / needs one / mention pre-approval status or if unconfirmed]

Deposit - [amount in cash or equity (or superfund balance)]

Timing - [when they want to purchase the next investment property; timeframe only and if ready ASAP, if the right property came up]

Partner - [if buying with someone]

BA - [have they used a BA yes/no, if yes, what the experience was; what could have been better]

Main concern about BA's - [their biggest worry about using a BA — e.g., fees/value, transparency, property inspection process, timeframes, conflicts of interest, duplication of effort]

Fees Discussed - [did the client ask about the service fees? If so, were they discussed and answered or what is left for their next call}

Note - [any extra context, tone, or insights]

No need to include next steps, include half spacing between points

Example:

Key Motivating Factor: Diversify outside SA and optimise a 7-property portfolio with a clear plan toward passive income and generational wealth; wants expert eyes, research, and due diligence to save time. From - Regional South Australia (tourist town; SA-based) Job - Business owner (café; ~27–38 staff); Real Estate Agent (Ray White BDM/standalone agent); active property investor Reach out - Wants a strategic review of current holdings and help expanding interstate; prefers professionals to handle research/sourcing due to limited time Heard about us - Not specified IP - Yes: 7 properties (all in SA). PPOR: likely yes (implied) Goals - Create generational wealth for 3 children; build reliable passive income; diversify into new states/markets; likely 2 acquisitions next (split capacity) Challenges - Needs guidance on portfolio plan, interstate market selection, diversification, and rigorous due diligence; time/attention limited by business and agency roles; would value an outside, data-driven view; open questions on structure (all properties currently in personal names) Budget - Borrowing capacity $1.2m total; prefers to split into two purchases ($600k each; open to ~$700k per deal) Broker - Currently with community bank (Bendigo); has not moved to a broker (could use one) Deposit - Not discussed; financing via borrowing capacity (no specific cash figure provided) Timing - Soon; this week busy. Strategy consult booked for Monday 12:00 (next week) Partner - Yes (husband supportive but won’t join calls) BA - Has not used a BA before (does buy/sell herself); wants BA for research/sourcing and to go interstate Main concern about BA's - Wants transparency and to “see” the due diligence (checklists, market reports) and limit handoffs (clarity on who she’ll work with) Note - Prefers regional markets; comfortable buyer-side work; most current properties are negatively geared given rates; visual learner; asked detailed questions about markets (incl. ACT) and team process; keen on two interstate buys using ~$1.2m capacity.

REMINDER - if we are using CHATGPT - it might miss important pieces, make sure you read over it and make sure its setting up the closer for success!!

Yep, AI is your friend. Here is a loom done by Ben on how to set-up AI to help do your notes:

Woohoo, another video:

Great question, here is your script. Follow it! It has the flow of conversation, it has how to handle objections. I suggest you drill drill drill. If there is any questions someone has that you don’t know, here’s how you handle it “Great question, let me get back to you.” then move on. Or “Great question, let me jot it down so that the Senior Property Consultant can cover it with you”. Setter Script

Refer to Module 4 in the Full Setter Playbook:

link

INBOUND NOTION SCRIPT:

Subject: Please watch before your consultation

Hi ,

Ahead of your consultation, we ask you to watch two short videos beforehand.

They're important.

They give you a full overview of how InvestorKit operates from A to Z, and you'll hear Arjun personally walk through the journey, our strategy philosophy, and how our clients build wealth through the model.

Inside the InvestorKit Model: How the Journey Actually Works

https://www.loom.com/share/826c30d2900a48f29951a65d50552689

The Portfolio Building Framework Behind Our Clients’ Results

https://www.loom.com/share/4f7bbc6506194bbf84b0480b591f5a13

Why this matters

When you've watched these, the consultation becomes significantly more valuable for everyone involved.

Rather than spending time unpacking what we do at a broad level, we can focus the session on how this is specifically helpful for you: your goals, your borrowing capacity, your timeframe, and the structure that makes sense for your portfolio.

Clients who come in prepared consistently:

Please set some time to watch both prior to your call.

I'll check in before the consultation to make sure you've had time to go through them, as they're an important part of the process.

Looking forward to the session.

Ensure high show rates for consultations by maintaining structured communication between booking and the consultation.

The goal is to:

Determine Booking Timing

When a consultation is booked, determine which process applies.

Scenario A

Consultation booked within 3 days

Scenario B

Consultation booked 4+ days away

All consultations automatically receive:

These occur regardless of booking timing.

No additional confirmation is required from the setter.

During the booking call, the setter should explain what will happen next.

Setter explanation example:

Jack will give you a call the day before to introduce himself and see if there is anything specific you would like him to prepare for the session. You’ll also get a few reminders leading up to the call.

The closer must call the client the day before the consultation.

Purpose of the call:

Hey [Name], it’s [Your Name] from InvestorKit. How are you going?

Just calling ahead of your session tomorrow at [time]. I wanted to touch base before we get into it.

I’ve actually been going through your notes from when you spoke with [Setter Name]. Sounds like you’re looking to [insert personalised goal].

I’ve put together a few things specifically around your situation that I think you’re going to find really useful. We don’t do a generic run-through, it’s all tailored to where you’re at.

We’ve also just come off winning Buyer’s Agency of the Year and there are a few things that may actually work quite well for you at the moment, but I’ll save that for tomorrow.

Just wanted to make sure you’re still good for that and nothing has come up?

[Confirm time and check if partner/spouse will also be attending.]

Perfect. Looking forward to it. See you tomorrow.

A midpoint confirmation must be completed.

This occurs halfway between the booking date and consultation date.

Purpose

Hey [Name], it’s [Setter Name] from InvestorKit.

I know you’re booked in with [Closer Name] on [Consultation Date & Time] and I just wanted to quickly check in to make sure that time still works for you.

We do get quite booked out and have a bit of a waitlist for consultations, so I just wanted to confirm everything is still good on your end.

If anything has changed just let me know, otherwise we’ll see you on the call.

Hi [Name], it’s [Setter Name] from InvestorKit.

Just checking in as you’re booked in with Jack on [day] at [time].

We do get quite booked out so I just wanted to confirm that time still works for you. If anything has changed just let me know, otherwise we’ll see you then.

If the consultation is 4+ days away, set the expectation that you will check in.

Example wording:

Because the call is a few days away, I’ll give you a quick call halfway through just to make sure that time still works. A lot can change between now and then.

The closer must call the client the day before the consultation, regardless of when the consultation was booked.

This is the final commitment point before the consultation.

Referencing setter notes helps the client feel understood.

Explaining that preparation has already been done creates social obligation to attend.

Hinting that relevant opportunities or insights will be discussed increases attendance.

Together these elements significantly reduce ghosting and no shows.

link

Simply, we believe our prospects get the best value of it the sooner rather then later!!

Maximum length of time we can book in advance is 7 days. If the prospect can’t do within 7 days, this won’t be booked in and won’t count as a ‘SET’.

See below a script structure we have to ensure we aim to get our consultation prior to 7 days to give us a ‘SET’!

Let’s slot that in while I’ve got you - I know you are probably flat out, I’m looking at (INSERT NEXT 3 DAYS) -  If I was able to  find a time that works for you on any of those days, which one’s most suitable for you?

Brilliant, now are you more of a morning or afternoon person?

Oh awesome, me too! Now, I’m looking at my calendar of what I have available. I have 9:30am or 11:00am which one would you like?

What do I do if someone needs a later appointment (outside the 7 day window)?

If a prospect asks to book further out, use this phrasing:

“I’m sorry, we actually can’t book that far in advance in our calendars because we do get busy. What I can do is book a time in my calendar to reach out to you a few days beforehand, so we can make sure we have the availability and it still works for you.”

Set yourself a follow-up task for the correct week. When you are inside the seven-day window, reach out and book them in.

What do I do if I notice low availability over the next week?

If you see that the closer calendars have very limited availability for the next seven days, notify your team leader immediately. They will review the calendars and make any adjustments needed. Do not extend the booking window yourself. Stay within the seven-day rule and escalate availability issues early.

Funny you ask, of course we do! Tracking our TASKS and looking over our TASKS in the morning + throughout the day is so important and our definitions are going to help us categorise which prospects are priority and which ones need a little more nurture. So below are the definitions:

Follow-Up (FU) Task – Definitions

FU | Cold – Lead has minimal engagement, or was busy and asked a callback at X time. (these prospects can be gold, we need to FU with them)

FU | Warm – Lead has shown some interest but hasn’t committed.

FU | Hot – Lead is highly engaged, lead the call and book it.

FU | No Show – Lead missed a scheduled call or meeting without attending.

FU | Cancelled – Lead cancelled a scheduled call before it occurred.

FU | Reschedule – Lead requested or agreed to book a new time.

FU | Nurture – Lead is not ready now and requires long-term follow-up.

EXAMPLES:

FU HOT - Callback X at 12:30pm, was very interested couldn’t find a time. Calling back to find a time and book in.

FU WARM - Showed intent, asked for a few days to think about. Callback 3pm.

FU CANCELLED - Cancelled before meeting, callback X to rebook, reminder build more value through Y (pain point or pillar that caught there eye previously)

TASKS and pipeline management is so important in the success in this role - learn these FU definitions as they’ll lift your follow up game to the next level!

Flag it with the closer, they will reach out before the consult to try build rapport. It’s always helpful if you can nudge the closer as to what the reason they may not show-up is. You can also set a task for the closer and message them directly on WhatsApp. You win together, you are a team.

We refer them to Fouracre Financial.

You can do this by ticking the box in the “Sales Pipeline” section in the clients profile in Attio labelled ‘Refer to Fouracre’

Set yourself a follow up task for 14 days to link back in with the client and check on the outcome.

If someone no-shows or cancels your setter call, you mark them as no-showed or cancelled. Then, it automates emails that get sent and auto-sets YOU tasks! So then you just need to do your tasks each day 🙂

Awesome question, use the round robin calendly link. Your team manager will have to make your own link so we know it’s come from you! We don’t book directly into closers calendars unless they’ve asked us to.

If you are setting a client and they indicate that they would be available sooner, ensure that you are capturing this in the ‘alternate day & preferred time’ attributes in Attio:

By doing so, if the closer team have availability come up, they are easily able to identify clients they can call and will do so proactively.

NB - its important to ensure that the client is aware, that their confirmed booking time at the time of setting is the most likely time for the next call

Ah, that’s fine. Just click the link directly in the closers schedule and there’s a reschedule link in the description. Easy peasy.

New did not book, who dis? Did not book, is someone who has filled out the form to book and hasn’t quite made it through. So… We need to call them and figure out why? Could they not find a time, are they not interested? Let’s move on these leads QUICK. They’re under the Did Not Book category in the Attio pipeline. Your team lead will direct you to this each day.

What to Do When a Lead No-Shows or Cancels a Closer Consultation

What is a SMSF?

An SMSF is a Self Managed Super Fund that can hold investments, including property. It is essentially another structure through which someone can buy an investment property, separate from their personal name.

What does someone buy through a SMSF

Clients typically buy long-term residential investment properties through an SMSF. The property cannot be lived in, used, or renovated for personal benefit. It must be a clean, arm’s-length investment that fits the fund’s strategy.

Why does someone buy through a SMSF

It’s seperate lending from their personal name, so when they have no borrowing capacity in their personal name it’s a good option. The downside with a SMSF purchase is you can never live in it, and you cannot withdraw equity from it. You also cannot do major works to it.

What is a Guarantor and why would someone use it?

A guarantor loan is a strategy that can help you get into a property sooner by using support from a close family member, typically a parent, who offers part of their property’s equity as additional security on your loan. This means you may not need a full 20% deposit and can often avoid Lenders Mortgage Insurance, making it easier to get approved. The guarantor isn’t giving you cash — they’re simply backing a portion of the loan to reduce the bank’s risk. It’s usually set up as a temporary arrangement, with the goal of removing the guarantor once you’ve built enough equity or paid the loan down.

What is a pre-approval and what does it mean?

A pre-approval is the bank confirming the maximum price range the client can shop in. It sets the upper limit of the markets and properties we can target. It is still conditional, but it tells us they are financially ready to buy once we find the right property. However, clients may start the process without the pre-approval as the pre-approval can take some time to obtain. So if the client is confident in their lending we begin things simultaneously, we also have a refund clause in our agreement that means that we can refill someone if they're unable to do it.

Why is the qualification budget lower for a personal name purchase than a SMSF purchase?

Because you cannot do renovations so you need to purchase a stronger property.

Do we go after or do we prioritise subdivided properties?

No, it’s not something we look for with a primary focus. If we find a property that fits our criteria AND has that, then great! But it’s not our focus.

“Getting a loan not as a citizen can be a bit tricky and you do sometimes have extra taxes you need to pay in certain scenarios. I'd suggest we get you talking to a broker so that you can unpack all of the costs associated and whether that's something you're still looking to move forward with and then we can follow up after that. “

“That depends on how the application is structured and the lender requirements.

Our brokers would guide you through exactly what’s needed.”

“Lenders factor in existing commitments when assessing borrowing capacity.

Our brokers go through that in detail and structure it properly.”

“Yeah, there are specific rules around that, particularly around living in the property.

We focus purely on investment properties, so that sits slightly separate depending on your goals.

Many people forgo their first home buyer grants with us and invest instead due to the potential returns they can get from an investment property outweighing saving their first home by a grant. Have you ever considered rent-vesting before?”

“Yeah, that can be possible depending on your current setup.

Our brokers would map that out properly so it’s structured the right way.”

“It can if it’s not managed properly.

That’s why we guide clients through that process so it’s structured correctly.”

“Not always.

Some clients use cash, others use equity, it depends on your position.

You typically say you need either 120k of cash equity available or guarantor support.”

“Yeah, that’s a very common approach depending on your situation.

We map out whether that’s the right move for you.”

“Not necessarily.

It’s more about how everything is structured than just income alone. However income is an important part of it in order to maintain borrowing capacity and you can't move around that with structuring alone. That said, what many of our people do on lower incomes is still get one or two properties. They're moving the overall net wealth. It's really about if you can manage the negative cash flow on a property.”

“We typically say 120k cash equity or guarantor support and a budget of 585 and above.”

“Not always.

It depends on how things are structured, it’s not strictly just cash in all cases.” However you would need access to it so if it's in equity at the moment and you're doing an equity withdrawal or it's in shares and you're selling shares, that's fine as long as you can access it at some point.

“That depends on the loan amount, rate, and structure.

We typically say that you'll be out of pocket around $200 to $300 a week.” (CHECK IS ACCURATE)

“That depends on the property, location, and strategy.

We align that with your goals and run through realistic numbers. But we typically go between 3.5% and 4.5% yield for growth assets.”

“Yeah, there can be tax benefits depending on how it’s structured.

We don't take tax minimization as our primary outcome we chase. We're chasing capital growth; however, tax minimization can be a benefit from it in terms of negative gearing, etc.”

“Typically any expenses that are associated with the holding of an investment property. Or the interest accrued on an investment loan can be claimed as a tax deduction; however I am not an accountant and you are best off speaking with an accountant to get specific tax advice.”

“That’s exactly why we focus on strategy first. You need to understand what your manageable cash flow scenarios are so that you can minimise the risk of putting yourself in a bad financial position”

“Yeah, we’re a buyer’s agency, but we’re not just transactional.

We focus heavily on strategy first, then acquisitions based on that.”

“Yeah, we work closely with agents and access opportunities that aren’t always publicly available. About 70% of the properties we purchase are off-market.

That’s part of the acquisitions process once strategy is set.”

“Strategy is where everything starts.

Before any property is bought, we map out what you’re trying to achieve and how to get there.”

“We do both depending on the client’s position and goals.

That’s determined as part of the strategy.”

“We run through the full fee structure on the consult so it’s fully clear.

It can vary depending on what you’re doing.”

“We go through all of that on the consult so you understand exactly how it works.

There’s no charge for the initial session.”

“Yeah, we walk you through exactly how it works and how clients get value from it.

It’s important it makes sense in the context of your goals.”

“Yeah, we handle the full process from strategy through to acquisition.”

“Yeah, we’ll break that down clearly so it all makes sense. But it depends if you're going for one, two properties, or residential or commercial. I can give you a ballpark fee, though, of 18 to 22k.

It’s important you understand how everything works before moving forward.”

“Yes absolutely”

“That depends on the lender and how things are structured. Do you have a broker that you're working closely with? Would you like me to make a recommendation to one of our trusted brokers?”

“It's just the deposit availability and the overall budget but we're also looking for people who need help and are looking for the service, such as a nationwide buyers' agency that is comprehensive across strategy, research, and acquisitions and whether that will be of value to you. The next goal is to unpack whether you will get value from a session like that.”

This ensure that you are able to cover the costs of the deposit, pest & building inspection, stamp duty, conveyancing, LMI (if applicable) and the InvestorKit fee.

Roughly this breaks down to:

60k Deposit 1k Pest and Building 27k Stamp Duty 2k Conveyancing 20k Buyers Agent Fee

Plus any repairs that may be needed.

“Yeah, that’s exactly what we do as part of the strategy process. As a part of the strategy you input all of your properties and your current position and the team will map out the current trajectory you're on and look at what other moves you can be making.

We look at your current position and map out what to do next.”

“The next session is about unpacking your full position with one of our senior property consultants.

They’ll go through your situation in detail, walk you through how we approach strategy and acquisitions, and show you what this could look like for you.

From there, you’ll have a clear understanding of whether this is the right fit for you and how we’d work together.”

“Yeah, that’s a big part of what we do.

We map out what your portfolio could look like over time based on your position.”

“Yeah, we map out a longer-term strategy so you know what you’re working towards.” But we also update your strategy every year as things change in your life. The strategy needs to change as well.

“The best way to start building a portfolio is typically by creating equity. That's by buying assets in growth markets. Our investors at early stages focus on assets that will grow and grow relatively quickly so that they can utilise that equity to continue to leverage and aim to hold a higher-value portfolio for longer.”

“That’s exactly what we determine as part of the strategy. So it comes down to whether right now you're looking to invest or are in a position to invest. If you are, it's worthwhile getting started with the right agency to map your plan out. If investing is something that's on the cards in the future then at this phase it may be about analysing and assessing your current situation to determine what next move best makes sense. That would be in our strategy session after you've decided to come on board and whether we're the right agency for you.

We map out what’s actually achievable based on your position.”

“That’s exactly what we map out in the strategy process. However many of our investors go on to purchase two, three, four properties over a two to five year period, providing they can maintain the cash flow.

We give you a clear plan of what it could look like over time.”

“Most of the time it’s longer term, but it depends on your goals. As selling and buying properties is expensive, we are typically strategizing around long-term hold; however it depends on what happens in your life. For instance if you want to upgrade your principal place of residence or you need to free up cash flow for a business venture, then we can help to map out different adjustments you could make to your portfolio.

We tailor that based on what you’re trying to achieve.”

“There are usually a few different ways to approach it.

We help uncover and structure what’s actually right for you.”

“That’s exactly what we work through in detail on the consult.

We tailor it specifically to your position.”

“Yeah, we support clients through building out their portfolio over time.

That includes reviewing position and planning next steps as things progress.”

“That depends on your position and what you’re trying to achieve.

We break that down properly so you can make the right decision.”

“That depends on the property and your overall strategy.

We’d assess that properly before making any decisions.”

“That’s one of the options we’d assess.

We compare different approaches and map out what makes the most sense.”

“It can in some cases depending on the property and structure.

We align that with your overall strategy.”

“That’s one approach, but it’s not always the most effective.

We focus on building a sustainable portfolio over time.”

“Yeah, we run full due diligence on properties before clients move forward.

That’s all handled in the acquisitions phase.”

“We focus purely on investment properties.

We don’t assist with purchasing homes to live in.”

“We don’t sell properties ourselves.

We help clients make decisions around what they should hold, sell, or restructure.”

“Our focus is primarily on investment-grade properties rather than development projects.

We’d assess whether that fits your goals.”

“We connect clients with property managers as part of the process.

That’s handled once the property is secured.”

“That depends on the property and structure.

We map out all costs clearly so you understand the full picture.”

“We look nationally and base it on data rather than sticking to one location.”

“Yeah, we look right across Australia depending on where the opportunities are.”

“We can look at specific areas, but it depends on whether it fits your strategy.

We validate that before moving forward.”

“We work with clients right across Australia.

I’m personally based in [X].”

“The big difference is we focus heavily on strategy first, not just buying property.

We map out a full plan before anything is purchased.”

“Most clients haven’t seen all the options available to them.

That’s what we help uncover and structure properly.”

“No, we’re not focused on flipping.

We focus on building a portfolio for long-term growth.”

“A financial adviser can help in certain areas.

We focus specifically on property strategy and acquisitions.”

“That’s exactly what we go through on the consult.

We assess your position properly and give you a clear answer.”

“We try to get you in as soon as possible based on availability.

We’ll book you into the next suitable time.”

“The whole point is to help you understand how to approach investing properly.

We walk you through that in detail on the consult.”

“Perfect, that’s exactly what we’ll cover.

We’ll look at what’s possible for you and how everything works.”

“That’s something we’d need to connect you with the right person internally to discuss.”

Brokers are able to refer clients via the website, this ensure that we capture both the clients details and the person referring them:

Referral | InvestorKit

When a client is happy with our service, they will often refer friends and family to us so they are able to benefit from our services, if this occures, you need to update the details of the Client who referred the new client in the new clients Attio. This can be done in the Client Relationships section on the right hand side (Update the “Referred By” and the “Referrer: Type” sections.

If an existing client refers someone to us and they go on to purchase with us - the referer will receive a $1000 Giftcard (as at April 2026) as a thank you:

When you reengage with a client and they have rebooked - the automation will turn off automatically.

If you speak with a client and they advise they no longer wish to receive the content, this can be done by un-ticking the box in the ‘Sales Pipeline’ section in their Attio profile: