THE WEALTH PORTFOLIO BLUEPRINT
Agenda
🕑: 09:00 AM - 09:30 AM
WEALTH PORTFOLIO BLUEPRINT
Info: Arrival, Coffee & Executive Networking
Participants meet each other in an intimate setting over coffee.
Objective
Build relationships, Understand everyone's goals, Set expectations
🕑: 09:30 AM - 09:45 AM
Welcome & The Wealth Mindset
Info: Discussion,
Why most people never build wealth,
The difference between income and wealth,
Building a Wealth Portfolio instead of chasing one investment.
The Wealth Portfolio Blueprint Framework,
Outcome:
Participants understand today's objective and begin thinking strategically.
🕑: 09:45 AM - 10:20 AM
Building Your Financial Foundation
Info: Preparing for lending,
Improving borrowing capacity,
Financial readiness,
Common mistakes buyers make,
Funding your first investment.
Outcome:
Participants understand what is financially possible.
🕑: 10:40 AM - 11:15 AM
Choosing Your Wealth Pathway
Info: Topics
Buy vs Build.
Owner Occupier vs Investment.
Property selection.
Market opportunities.
Long-term portfolio thinking.
Outcome:
Participants understand which property strategy suits them.
🕑: 11:15 AM - 11:30 AM
Executive Coffee Break
Info: Networking with experts.
🕑: 11:30 AM - 12:10 PM
Boardroom Conversation
Info: Creative Wealth Strategies
Discussion
Thinking beyond traditional investing,
Creative property opportunities,
Risk vs reward,
Building multiple income streams,
Lessons from experienced investors.
🕑: 12:10 PM - 01:10 PM
Wealth Move Workshop
Info: Participants begin designing their own Wealth Portfolio Blueprint.
They identify:
Current position,
Desired destination,
Financial capacity,
Property pathway,
Alternative wealth opportunities,
Immediate priorities.
🕑: 01:10 PM - 01:45 PM
Executive Lunch
Info: Networking with speakers and participants.
🕑: 01:45 PM - 02:00 PM
Your Next 90 Days
Info: Participants complete their personal action plan.
Each person leaves with:
✅ Wealth Portfolio Blueprint
✅ Priority actions
✅ Expert recommendations
✅ Next meeting or accountability step
Where is it happening?
Event Location & Nearby Stays:
AUD 495.00
