The four phases.

From first diagnostic to a portfolio that keeps compounding — in the order it actually happens.

The Clarity Brief™

Before anything is recommended. $990. Yours to keep whether you continue or not.

90-minute 1:1 with the founder
Full written Brief delivered in 48 hours
One-pagers for your broker, accountant and financial planner
Direct line to Josh via private WhatsApp
Inner Circle™ app access

$990 · 90-minute session · brief in 48 hours

The Sequence™

The order every decision needs to happen in — shaped around what you've already built.

Onboarding complete
Finance and structure advice — with your broker and accountant, or ours
Gameplan session
Property Brief + tier selected

Four steps · plan locked before sourcing

The Acquisition

Every property runs through the same filters. Nothing gets to the offer stage without them.

Sourcing against your Property Brief
One property presented — walked through with you, on your terms
Offer, negotiation, contract
Inspections, reports, unconditional
Settled — the milestone every step is built toward

Sourcing through to settled · one filter set

The Compounding Rhythm

The transaction ends at settlement. The relationship doesn't.

2, 4, 6 and 12-week follow-ups — settlement bedding-in
Quarterly check-ins
6-monthly full portfolio review inside the Inner Circle™ app
Ongoing sequence monitoring — we call you when your sequence says it's time

Follow-ups · quarterly · 6-monthly review

Every stage of the journey.

Twenty-eight stages from Brief to portfolio review. Use this to see exactly where you are — and what's next.

PHASE 01 · CLARITY BRIEF™

01 · Clarity Brief™ session

02 · Written Brief delivered

03 · One-pagers for your team

04 · Direct line to Josh

05 · Inner Circle™ app access

PHASE 02 · SEQUENCE™

06 · Onboarding

07 · Finance and structure advice

08 · Gameplan session

09 · Property Brief + tier selected

PHASE 03 · ACQUISITION

10 · Sourcing

11 · Property presented

12 · Offer out

13 · Verbal accepted

14 · Under contract

15 · Balance of service fees paid

16 · Inspections scheduled

17 · Reports reviewed

18 · Unconditional

19 · Property manager engaged

20 · Pre-settlement

21 · Settled

PHASE 04 · COMPOUNDING RHYTHM

22 · 2-week follow-up

23 · 4-week follow-up

24 · 6-week follow-up

25 · 12-week follow-up

26 · Quarterly check-in

27 · 6-monthly portfolio review

28 · Sequence-triggered check-in

Before anything else.

$990 · 90-minute session with the founder · a written diagnostic in 48 hours · yours to keep whether you continue or not.

Start with the Clarity Brief™

Not sure it's right for you? Book a free 15-minute fit call instead — we'll tell you honestly, including if the answer is no.

Not ready for the Brief? Take the free Wealth Engine Archetype™ — 5 minutes, instant results.

Josh personally runs every Clarity Brief™.

"We build the engine your success was always meant to fuel."

INVESTMENT PROPERTY WEALTH ENGINE™

How it works.