Our Process
We have broken down our full process to assist in showing you how we grow your wealth.
We have broken down our full process to assist in showing you how we grow your wealth.
Our initial phone call looks at your position financially and helps us assess how we can help you.
Next steps are to organise a face to face meeting so we can get to know each other and discuss our possible options.
Next we decide on strategy and develop a consulting agreement and collect pre approval documents that we might need.
We now take action as I.W will guide you through every single step until the end and further. Taking you through the property transaction process/refer on to business referrals and refer on to finance referrals.
We have ongoing meetings to re-visit your strategy with I.W regularly to ensure we are staying on top of the market, current trends, unique opportunities, and changes to finance legislation.
Take your investments to the next steps and continue to build wealth in the long term.
Want to start your journey with Indigenous Wealth? Submit your email below and download our information kit.
