This section of the playbook is all about how you maximise your earnings, below you will learn what your targets are and why, how commissions are awarded and the ways in which you can grow your base salary and increase your earnings through our incredible referral program.
Let’s get after it!
How to earn more
Over time the number of clients that you will provide ongoing support with will grow, and as your workload increases, so to does your remuneration. We are big believers in providing you with clarity around what your professional and financial opportunities are here at InvestorKit, and for the strategist team we have created the following milestones.
Step 1: Growing your list of clients under management
With each milestone you reach for clients under management, we will increase your base pay. This will take time and is largely dependent on the marketing and sales division to drive new clients into strategy sessions, so focus on building your skill sets around client management at scale so you can keep up with the workload.
Here are the milestones:
Milestone | No. of Clients | Base (with QPIA) | Target |
1 | Up to 300 | $110k | 3 |
2 | Up to 400 | $120k | 4 |
3 | Up to 500 | $130k | 5 |
Senior | 600+ | $140k | 6 |
What are targets? Targets represent the number of repeat client sign ups you need to achieve per month to be on track. So, for example, if you are on 350 clients in your database then you need to get 4 repeats to be on target.
Step 2: Getting certified
Once you pass probation, we will enrol you in the PIPA Qualified Property Investment Advisor course. This course will further equip you to build stronger relationships with your clients, create deeper and more goal-aligned strategies, and better understand the property industry.
Step 3: Repeat sign ups
The core purpose of your role is to help clients grow large real estate portfolios, and the greatest thing that holds people back is not having an accountability coach who tells them when they are ready to expand their portfolio. We see this every year, people who got stuck on one property and just didn’t know a) how to scale, and b) if they even could. But with you there as that coach, you can reach out every 6 to 12 months and let your clients know when they are in a position to scale.
When you do this, and you pass your sign-up hurdle, you will be awarded your commissions. And while I know that doesn’t increase your client database, there is one last step you can take to do so..
Step 4: Referrals
Build your sales skills and leverage your love for our business then start working your network! One of the most lucrative activities you can undertake is to actively seek our referrals through your friends, family, close network and colder networks to find new clients and help them achieve real transformation through property.
Simply fill out the form at 
Referral | InvestorKit with their details and reap the rewards!
But what’s in it for you? Let’s break down how commissions work for repeat sign-ups and referrals below:
Commission Structure
Commission Assessment: Commissions are assessed monthly, with performance reviews conducted at the beginning of each month. Payout decisions are made at the discretion of the senior leader, based on:
- Performance against Quantitative KPIs
- Execution of Qualitative Performance behaviours (as defined in the impact scorecard)
- Any KPI penalties incurred during the previous period
Type | Details | Conditions |
Per-Deal Value - Repeat Purchase (residential) | $500 per signed and paid repeat agreement | Paid when approved by senior leaders. |
Per-Deal Value - Commercial Agreement | 5% of commercial fee | Client must have a budget of $2m (stated on agreement). Commissions payable once client pays in full (retainer and success fee). |
Commission Structure for Doubles
- Commission will be split equally across the two transaction events:
- First half of the commission is paid in the month of signing and payment.
- Second half is paid in the month the second purchase moves into ‘Searching’.
This structure ensures that credit and commission are aligned with actual sales activity and service progression.
Clawback Policy
Commission is subject to clawback if the client refunds prior to their property moving to ‘searching’ with the acquisitions team. Clawbacks are applied dollar-for-dollar in the following month’s pay cycle.
Example: If you earn $500 for a full service upsell and the client requests a refund prior to progressing, $500 will be deducted from your next commission payment.
End-of-Financial-Year Commission Catch-Up
As a Portfolio Strategist, your monthly commission is earned based on meeting or exceeding the hurdle of signed and paid agreements within a given calendar month. However, if you fall short of this hurdle in one or more months during the financial year, you may still be eligible for a commission catch-up at EOFY, provided the following conditions are met:
Eligibility Criteria
- Your average monthly performance across the entire financial year meets or exceeds the signed and paid agreements per month hurdle as set by the Senior Leadership Team.
- Your Impact Score remains at or above ‘Great’ throughout the year.
- Any prior commission deductions (e.g. KPI penalties or refund clawbacks) may still apply where relevant.
Example
If you fall below the hurdle in February and March (earning no commission), but by June 30 your annual average is at or beyond the defined per month hurdle annualised, your missed commission for February and March will be back-paid in full during the July pay run. This structure recognises performance consistency over time, accounts for seasonality or short-term disruptions, and rewards sustained contribution toward team and company targets.
Here are the types of commissions you can receive and the conditions that apply:
Repeat Purchase
Amount - $500
Standard Condition - Existing client repeat sale. Existing clients are clients that you have completed their strategy call, or the client is in your list of allocated clients and you have reached out to them within the last 12 months before their sign-up.
Single Property Sign-Up (Double Post-Strategy Upgrade Option)
Context: A client signs up for a Single Property Service but has the option to upgrade to a Double Property Strategy within one week of their Strategy Session.
Upgrade Terms & Process:
1. Timing: • Upgrade must be confirmed within one week after the Strategy Session.
2. Upgrade Price: • Total upgrade cost: $39,600 • The $11,000 already paid is credited toward this amount. • Remaining payable IMMEDIATELY: $28,600
3. Contract Handling:
- Issue two new contracts as part of the Double purchase product:
- Contract 1: $19,800 upfront (no success fee)
- Contract 2: $19,800 upfront (no success fee)
- This structure removes the traditional 50/50 split and treats both as upfront contracts.
- Inform the client their remaining payable $28,600 to pay
- Email account@investorkit.com.au and operations@investorkit.com.au to let them know of the upgrade
- Once both agreements signed and paid, cancel the original Single Property agreement.
4. Reporting & Attribution: • The initial Single Property sign-up is counted as a Sales sign-up. • The upgrade to Double is counted as a Strategy sign-up.
Commission Structure for Doubles Commission will be split equally across the two transaction events: First half of the commission is paid in the month of signing and payment. Second half is paid in the month the second purchase moves into ‘Searching’. This structure ensures that credit and commission are aligned with actual sales activity and service progression.
Upsell to full-service
Amount - $750
Condition - You successfully upsold a client from Strategy Only to a full Buyers Agency service (Residential or Commercial)
Referrals
Amount - 15% of the agreement value signed (Residential or Commercial)
Condition - A referral is a client from your personal or professional network whom has never engaged with our business prior to you encouraging them to sign up for a full Buyers Agency service with InvestorKit.
When are commissions paid?
Repeats & Upsells
- Commissions are paid as part of your monthly pay run (12th of each month) once the client has signed their agreement and paid the retainer
Referrals
- Referrals are paid in 2 x 50% instalments. The first 50% is paid as part of the monthly pay run (12th of each month) that the client has signed up, and the second 50% will be paid within the monthly pay run that the property goes unconditional.
- Should we part ways with the client for any reason, we will offset the initial 50% referral payment against future comms. This way you will stay close to your referral and ensure they have the best experience
Tracking
- Commissions are tracked through Attio and are confirmed in your monthly power sessions. So ensure your Attio is up to date so you get paid!