Wealth Suite is a subscription-based, comprehensive learning, analysis, planning and forecasting resource developed by Gilligan Rowe & Associates in association with NZ Property Mentors. It is designed to help you reach your financial goals faster, using online forecasting and property analysis tools.
Wealth Suite allows you to understand your current financial position, forecast your future position, and test 'what if' scenarios to see how you can change the outcome, all in a self-drive environment.
With a strong property investment focus, Wealth Suite has tools and calculators to assist you in researching and analysing property deals, along with a huge amount of educational content.
Because it is an online tool, you can share it with your advisers, all in the interests of helping you make better financial decisions.
For an introductory discussion to discover how Wealth Suite might benefit you, please fill out the form below
Wealth Suite has five key components:
• Cash flow analysis for home, property and business • Overview of total equity, debt and market value of assets • Analysis of home expenses and income
• 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 analysis calculators for current and future investments, including: • Trade (flip) • Buy-to-hold • Subdivision • Land banking • Houses of multiple occupancy (HMOs). • Due diligence tool
Videos, articles and quizzes related to
property taxation, and asset protection
to further your education
If you're investing in residential property, seeking to maximise your ability to succeed and minimise risk, then this is a 'must read'.
Matthew Gilligan provides a fresh look at residential property investment from an experienced investor’s viewpoint. Written in easy to understand language and including many case studies, Matthew explains the ins and outs of successful property investment.