Expert Advice with Helen Collier-Kogtevs, 2/10/2017

What do you do when you go to the experts and you don’t agree with their financial plan?

This is exactly the position Narelle and Tane found themselves in. Going as far as having heated arguments because the Financial Planner was not listening to what Narelle and Tane wanted as an asset base. That asset base is property - because they want to be able to see their asset, and whilst they understand that perhaps in the long run, shares might generate money, they disclosed that neither of them would sleep for that whole time!

And here is the kicker…

This is above the sleep deprivation they were already experiencing at this time with 4-month-old twins! At a point where they were at their least financially stable they understood the need to use their money smarter. With the right experts behind them they restructured their budget and found money - even though they went from two full-time wages to one, with babies.

Having such a passion for property there’s no hesitation whether they CAN do it, it was just HOW they were going to do it. For Narelle and Tane it was always about setting up a strategy inclusive of their new little family. Leveraging the experts to understand the opportunities with property investing so that they could move forward with their portfolio, while still being able to go on holidays to Disneyland with the kids.

Click to watch Narelle and Tane.


Happy investing!

Helen Collier-Kogtevs


Helen Collier-Kogtevs is the Managing Director of Real Wealth Australia, a leading education and mentoring company for real estate investors.  Not only is she a highly successful property investor and an educator, but also a best-selling author, and a philanthropist.


Helen is particularly passionate about helping people, especially people who are keen to create wealth and make a difference in their lives, and she has been mentoring thousands of new and experienced investors in their pursuit of wealth creation through property.


She founded Real Wealth Australia to mentor investors create wealth and financial freedom by focusing on helping them build an investment strategy to fit their individual goals, rather than focusing on one particular investing method using her successful “10 Properties in 10 Years™” system.

Disclaimer: while due care is taken, the viewpoints expressed by contributors do not necessarily reflect the opinions of Your Investment Property.