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- Start Date:
- Sat, 28 Jan 2023
- Time:
- 6:30 pm - 7:30 pm
- Duration:
- Cost:
- $0 (incl GST)
Location:
Booking/Registration
Disclaimer & Notice – Terms & Conditions
UNDERTAKING TO GRA FROM STUDENTS OF PROPERTY DEVELOPMENT SCHOOL
I/we, the persons registering for Property Development School, acknowledge as follows:
- The material presented by Gilligan Rowe & Associates LP("GRA") and/or any Guest Speakers at GRA Property Development School are of a generalised nature and at no time are GRA or its Guest Speakers providing me/us with an Investment Planning Service as defined by S11 of the Financial Advisers Act.
- GRA are a Chartered Accounting Firm specialising in property investment and property portfolio planning. GRA do not offer financial planning advice in relation to regulated financial products, including specific advice over retirement plans, KiwiSaver, share investing, or specific banking products.
- I/We understand that GRA are property advisers, and in the course of the Property Development School webinars they will discuss generic concepts that canvass at a high level retirement planning concepts and finance concepts, but GRA do so on the basis that I/we will seek appropriately qualified professionals for specific advice in regard to such regulated financial products. I/we acknowledge that GRA do not provide such advice over such products.
- I/we further understand that the general concepts taught at GRA Property Development School are not a substitute for specific investment advice and/or a considered opinion as to the planning of my/our individual affairs. I/we acknowledge that GRA clients are advised to take specific advice from an appropriately qualified professional in relation to all matters discussed during the course, including regulated and non-regulated financial products, including taxation and legal matters. GRA also draw to attention that law changes can affect the relevance of the material over time, and GRA disclose that it is under no obligation to inform you of law changes moving forwards past the completion of the Property Development School course.
Wealth Suite Wealth Forecaster Tool / Financial Calculator
Part of the course looks at a financial GAP analysis and identifying the need to save for retirement as a general concept with generic examples. GRA will discuss at a high level how to perform a GAP analysis and provide their clients with a financial calculator (Wealth Suite Wealth Tracker) to input their own assumptions and scenarios into. In this regard:
- GRA do not provide advice over the suggested rates of returns for such analysis or specific advice in relation to regulated financial products modelled within the tool, other than in relation to Property Portfolio Planning,
- For specific advice on regulated financial products in the tool, GRA recommend you see an Authorised Financial Adviser (AFA) as a complement to our Property Planning services and use the tool as a financial calculator only, under supervision of such AFA.
- In summary, while GRA discuss the generic concepts of a GAP analysis and provide a financial calculator for a client to ‘self-drive’, this is not intended to be specific advice from GRA and clients are advised to see an Authorised Financial Adviser over their general retirement planning and share portfolio planning, and/or a Registered Financial Advisor in relation to Insurance and Finance Products. GRA note that their generic discussion surrounding regulated financial products is done pursuant to the exemptions set out under S13 of the Financial Advisers Act for Chartered Accountants.
Tax Advice
- GRA further note that where information is provided to you regarding taxation matters or in relation to the use of taxation and legal structures, that despite being provided with generalised information during the course, GRA hereby give you notice that such structures should be checked on an individual basis to ascertain if the specific structures are appropriate for specific circumstances. Further GRA hereby note it is your responsibility to have your taxation and legal structures reviewed on a regular basis, as it is not the responsibility of GRA to warn you or advise you of any changes (and their impact on my/our affairs) should you procure advice from GRA and the rules subsequently change.
- GRA note that they are not a law firm, despite employing lawyers. GRA can refer you to law firms if you require conveyancing assistance or legal advice and you do not have a Legal Adviser.
General
- I/We understand that guest speakers will be presenting at GRA Property Development School and such speakers will be given my/our names, addresses and other contact details who may use same to contact me/us with respect to products and services they offer.
- I/We hereby understand that the tools, processes, strategies, materials and information presented in Property Development School are confidential, and proprietary to GRA. I/we agree not to record, duplicate, distribute, teach or train from the Property Development School materials in any manner whatsoever without the express written permission of GRA.
Property strategy meeting
Meet with one of our senior property consultants to discuss your long-term plans for property investment and formulate a strategy for achieving them.
Request a Meeting
Events and courses
We offer both online and in-classroom education to help you move forward with your property investing.
- Property Investment & Education seminar - market commentary and introduction to property investment strategies that are effective in the current environment. This free event is available on demand online, or via live Zoom webinar.
- Property School 7-module online course, available on demand online and from time to time via live Zoom webinar.
- Property Development School, online course with over 20 hours of video on how to develop residential property.
- Online resources, including video content, articles and quizzes.
Online apps
Wealth Suite is a powerful online learning, analysis, planning and forecasting resource. There are four key components, and you can choose to use one, some or all of them.
Wealth Tracker
• Cash flow analysis for home, property and business • Overview of total equity, debt and market value of assets • Analysis of home expenses and income
Wealth Forecaster
• Set retirement goals. • Analyse when you will be able to retire based on your current path. • Input 'what if' scenarios and see how they impact when you will reach your goals (e.g. what if I buy two investment properties in the next five years?)
Property Analyst
Property analysis calculators for current and future investments, including: • Trade (flip) • Buy-to-hold• Subdivision• Land banking• Houses of multiple occupancy (HMOs).• Due diligence tool
Resources and Learning
Videos, articles and quizzes related to
property taxation, and asset protection
to further your education
Research Tools
Access to Property Guru and RPMZ, the analysis tools used by property professionals
(discounted rate negotiated by GRA and NZPM for our clients).
Accounting and tax structures
If you are new to Gilligan Rowe & Associates, we can offer you a free initial meeting with a senior consultant to review your current structure and discuss your accounting needs. In this meeting we will discuss ways to optimise tax and protect your assets so you are in the best position going forward.
Request a Meeting
Tax & Property Videos
Free to view videos on property, tax, finance and related topics, recorded from live GRA webinar events and presentations
Educational books
Written by GRA managing director Matthew Gilligan, we offer two books:
$45 incl GST
By Matthew Gilligan
If you want to know how to invest in residential property in a way that maximises your chances of success and minimises risk, this is the right book for you.
Matthew Gilligan provides a fresh look at residential property investment from an experienced investor’s vi..... More
$40 incl GST
By Matthew Gilligan
Interested in paying less tax, property investment structures, trusts and protecting your assets? This is the right book to read.
Try asking two lawyers and two accountants "How should I own my property and business assets?" You will likely get four different ans..... More
Insurance alliances
Insurance is a necessary part of mitigating risk – both for your properties and for yourself personally. GRA recommend these insurance providers. Contact them to find out more and to get no-obligation quotes.
Initio. House, contents, landlord, and car insurance.
Learn more and get an instant quote
Risk Direct Personal risk insurance (health, life, income protection etc.)
For a free risk assessment visit www.riskdirect.co.nz
Free Resources, Tools & Downloads
