Beyond the Basics:
Building Real Wealth
Join the 5% of Kiwis who actually get there. An elegant half-day experience for working New Zealanders ready to build real wealth --- in any market.
Date: Saturday, 12 September 2026
Time: 10:00am – 2:00pm
Venue: JW Marriott Hotel, Auckland CBD
A warm, beautifully catered occasion --- lunch with champagne, and every comfort taken care of, so all you need to bring is yourself (in-person attendees). Can't make it in person? Join us live over Zoom.
This isn't a "skip your daily latte and save" seminar. This is real information, no hype --- advanced wealth-building strategy, broken down step by step in language that doesn't require a finance degree. In our signature style, we're known for giving tangible, practical information you can implement yourself into your financial systems the very next day.
We're Done Waiting For
The Economy's Permission
The Story We're Rejecting
Spend your Saturday morning with people who'll actually move the needle. You'll hear from powerful, influential speakers you wouldn't normally get access to in day-to-day life --- and you'll be in the room with other successful, ambitious Kiwis who are done playing small with their money and ready to master their money game.
"Fortune favours the brave."
- Ancient Roman proverb
Headlines screaming: Recession. Interest rates. Unemployment. Migration slowing down. If you've been waiting for the headlines to feel better before you make a move with your money, you're not alone --- but that day may never come.
Here's the truth: we've had it much worse than this before. A flat market is normal. It is not a crisis. And the people who build real wealth are not the ones waiting for permission --- from their bosses, from politicians, from world headlines, or from the economy in general. They put themselves in the driver's seat.
This event exists to give you a straight, honest look at the economy and the market fundamentals --- what's genuinely pointing toward recovery, what isn't, and our interpretation of it, so you can make a clear-eyed decision about your own next move.
This Is For You If...
01. You have $500--$1,000 a month you could be investing --- and no real plan for where it should go.
02. You're a working professional. You don't have an MBA in finance, you don't trade meme coins and options, and you don't want to watch the markets for hours a day.
03. Your household is bringing in a six-figure income --- you're earning well, you're successful --- yet you still don't know how to turn that income into a multimillion-dollar investment portfolio.
04. You're time-poor. You don't have hours to spend researching markets, developments, and funds yourself --- this event will show you exactly what it's like to have a financial adviser do that work for you.
05. You've thought about early retirement, or becoming mortgage-free --- and you want to know what it would actually take to get there.
06. You're hoarding your savings in the bank, waiting for the "perfect" time to act --- while that cash quietly loses its purchasing power.
Your Saturday morning yoga class or brunch can wait. They'll always be there. This might not come around again for a while.
What's Your Financial Dream?
For some people it's walking away from work in their 50s, not because they have to, but because they finally can. For others it's the day the last mortgage payment clears and that monthly weight lifts. For a lot of parents, it's simpler than that --- just knowing their kids won't grow up with the same money stress they did.
Whatever yours looks like, it isn't out of reach. It's a plan away.
What usually keeps people stuck isn't a lack of money --- it's a lack of strategy and execution. Most of the people in this room are smart, successful, and earning well. Nobody ever handed them a proper playbook, so instead:
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Their savings sit in the bank while they tell themselves they'll "figure it out later."
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Property or investing becomes a "someday" project, waiting for life to get less busy --- which it never does.
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Years go by without ever really knowing if they're on track, or how far off they are.
That's the real reason only around 5% of New Zealanders ever retire with a multi-million-dollar portfolio. It's not that it's unattainable --- it's that most people never see how it's actually done. That's what this morning is for.
Meet your Speakers
Hear from leading experts in property, investing, and wealth creation as they share practical insights and real-world experience.
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What You'll Walk Away With
Property Investment, Done Properly
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Fletcher Living on where Auckland's next wave of growth is actually coming from --- backed by their own research, not guesswork --- plus a promotion available only to people in this room.
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Leon, owner of Da Silva Builders, on turning property into personal wealth from nothing --- and why he's betting big on Hamilton, a market with a 0.5% vacancy rate and standalone homes still changing hands from $779,000. Numbers this good rarely stay quiet for long.
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Our own house view as financial advisers: when property investment actually makes sense, how much deposit you really need, and why the next five to ten years may not get any easier.
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Real case studies --- real numbers, real properties, real price points --- showing you what high-quality developments look like at genuinely reasonable prices.
Demystifying Investment Funds
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A fund manager from Superlife breaks down market risk and opportunity in plain English.
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We'll showcase real historical fund performance --- including funds that have delivered double-digit returns --- so you can see exactly what's been possible, not just what's theoretical.
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Passive vs. active investing --- and which one actually serves you.
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The sneaky trick that shows you exactly what it costs to waste $10,000 a year
The Live Modeling Session -
Watch the Numbers Change in Real Time
This is the moment the whole day builds toward. We'll take a real couple's actual numbers --- a combined income of $200,000, a $500,000 mortgage, and $60,000 between them in KiwiSaver --- and map two futures side by side, live, in front of the room:
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Where they're headed right now --- the trajectory they were already on, which ends in retirement on the pension.
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Where they end up instead --- the trajectory we built for them, which ends with a multimillion-dollar investment portfolio.
Same income. Same starting point. A completely different outcome, built step by step so you can see exactly how each decision along the way changed the destination. These are a real client's actual numbers, worked through live --- so you can start picturing what the same process could do with yours.
The Details
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Date: Saturday, 12 September 2026
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Time: 10:00 AM -- 2:00 PM
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Venue: JW Marriott Hotel [Auckland CBD], with a live Zoom option for online attendees
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Catering: an elegant, fully catered lunch with champagne, served throughout the day for in-person attendees --- warm, comfortable, and well looked after from arrival to close.
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Ticket price: $59 for online/Zoom attendance · $110 for in-person seats · $125 for couples attending together --- about the same as a Sunday lunch out, for the information that could set you on the path to financial independence. It's one of the highest-return mornings you'll ever spend.
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Seats: Limited Capacity.
Hosted at Auckland’s Most Elegant Address: JW Marriott
We’re hosting this workshop at JW Marriott Auckland, in one of their beautifully refurbished function rooms.
Think warm, cozy, lush interiors, premium service and beautifully presented refreshments.
Because if we’re talking about building wealth and levelling up your finances, you might as well do it in a place that reflects the same energy.
Location: JW Marriott Auckland, 22–26 Albert Street, Auckland CBD
