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There are two type of plans at Empower Wealth: Property Plan and Property Portfolio Plan. To help you understand the difference between all these plans, we’ve prepared a product comparison schedule.



Property Plan Property Portfolio Plan
Initial Consultation
- Review of Personal Financial Fact Find
- Assessment of current Account Structure
- Assessment of current Equity and Cash Flow Surplus / Deficit
Fundamentals of Money and Finance
- Sources of Money
- Committed Money
- Household Surplus
- Money Control
Current Financial Position
- Assets, Liabilities
- Equity, Net Worth
- Income, Spending
- Cash Flow Surplus / Deficit
Cash Flow and Wealth Projection - "Do Nothing – Worst Case Scenario”
- Assumptions
- Desired Outcomes
- Planned Income Changes
- Planned Spending Changes
- Cash Flow Table and Chart
- Wealth Table and Chart
Money Management Strategy - "Money SMARTS"
- Account Structure
- Account Establishment
- Account Operation
Strategy Consultation
- Review of Investment Objectives
- Assessment of current Borrowing Capacity
- Assessment of current Equity and Cash Flow Surplus / Deficit
Money and Wealth Building
- Investment
Cash Flow and Wealth Projection –"Money SMARTS"
- Assumptions
- Desired Outcomes
- Projected Income Changes
- Projected Spending Changes
- Cash flow Table and Chart
- Wealth Table and Chart
Property Investment Strategy
- Proposed Investment Strategy
- Proposed Investment Parameters ( Value / Growth / Yield )
Property Investment Strategy (Single property)
Property Investment Strategy (Multiple properties)
Comparison of Outcomes
- at Retirement
- at 40 years
Investment Cash Flow Analysis Reports
Report Presentation
- Current Financial Position
- Proposed Account Structure and Money Management Strategy
- Potential Financial Position
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