TSI Franchise Information Pack by franchise buyer

Franchise Information Pack

1300 800 886 www.thesuccessfulinvestor.com.au

Contents

About Us

Products and Services

The Success Program

About the Directors

Our Franchise Offer Includes

Testimonials 06 Next Steps to owning a The Successful Investor Franchise 08

ABOUT US

The Successful Investor Pty Ltd (TSI) is a privately owned, national property investment company, with our headquarters located in Victoria. Our mission is to help everyday Australians create wealth through property investment. Our central values are trust and integrity, and we conduct our business with open and transparent transactions delivered through exceptional customer service. Typically, Real Estate Agents will sell any property offered to them, and act in the vendor’s best interests; herein lies our point of difference - we always put our client’s best interests first. Our company has achieved rapid growth because of our unique business model that contains two key elements. First, we take a financial planning approach to property investing. Second, we only sell high quality investment properties that match the individual needs of each client. We are proud of our ability to source quality investment properties with long-term growth potential. Our quality control process includes

detailed research and a risk removal analysis on all properties. All of the builders and developers we work with must go through this comprehensive quality control process before we will recommend their properties to our clients. This philosophy of putting the needs of our clients first and always keeping them safe is the key to our success in the property investment market. To reinforce our objective of always putting clients first, TSI founder Michael Sloan has written the book Cracking the Real Estate Code – Your Guide to Staying Safe when Buying an Investment Property. This book helps to educate investors on how to stay safe when they enter the property market and is available as a free download from our website. Most clients come to us by referral; existing clients refer their friends, family and colleagues, and our “partners” refer their clients. These partners include financial planners, mortgage brokers and accountants. We expect all franchisees to have a ‘client comes first’ attitude to match our company philosophy of keeping clients safe. We never forget our clients have put their trust in our company, so it is essential that we always uphold that trust. 01

Products & Services

The properties we recommend are mostly new and are either townhouses, apartments or house and land packages. This is because new properties reduce the investment risk to our client and provide superior cash flow when compared with older properties. They also have the advantage of low maintenance costs and strong capital growth. New properties allow clients to maximise their tax benefits and provide an excellent rate of rental return

All of our TSI recommended properties come with a comprehensive property report, including: • A detailed local property manager research report. • An independent rental appraisal. • A property-specific cash flow analysis. • A report on the builder or developer. • Information on the area and its investment and growth potential.

The Success Program: The Key to Your Success.

The Success Program is a unique process we take our clients through, this involves property education, information and recommendation. A key attribute of The Success Program is that it allows you to learn as much as possible about your client’s circumstances and needs. This means you are optimally equipped to find them an investment property that suits their requirements. The two main components of the Success Program are: Information seeking: Clients undertake a comprehensive assessment so we can fully understand their property investing goals. This assessment means the properties TSI recommends will fit their profile, their needs and their wealth creation objectives. Only when we feel we understand a client’s individual circumstances will we present them with investment opportunities.

Education: The Success Program allows us to educate clients on the key considerations of investing in property so they become successful investors. Further, we believe that the more clients know about TSI, the more likely they are to work with us. This program shows the client our focus on operating in a strictly ethical environment. This puts their needs first, which in turn leads them to the natural conclusion that we are the company to help them acquire wealth. We make sure the client feels confident that by working with TSI they are ensuring their own success and that our team

will make sure they do not buy a poor investment property. Finally, we ensure that the client feels secure in the knowledge that by choosing TSI they won’t be dealing with other unscrupulous operators that are all too common in the Real Estate Industry. The key role of a franchisee is to take the client through the Success program in a no pressure environment. The experience for them must be a positive one, whether they progress to buying a property or not. Every client meeting is an opportunity to demonstrate that TSI puts our clients’ interests ahead of just making sales. Only once a client progresses through the Success Program will their TSI consultant (you) present them with TSI approved properties that match their requirements. Once a client has decided to purchase a property, they complete a reservation form and pay a holding deposit. This takes the property off the market and allows the contract process to begin. The Contracts Department helps clients through the whole contract process, from reservation right through to settlement, relieving you of all the paperwork.

For more details please refer to our website www.thesuccessfulinvestor.com.au 03

About the Directors Michael Sloan Michael Sloan is the founder, owner and managing director of The Successful Investor. A qualified financial adviser, with a Diploma of Financial Services (Financial Planning), Michael also has many other accreditations. He has a Certificate IV in Mortgage Lending from the Mortgage and Finance Association of Australia, is an accredited mortgage consultant and is a qualified property investment adviser. Michael’s breadth of experience covers real estate, property development, and sales and marketing, affording him an in-depth understanding of business in general, and property in particular. High ethical standards plus a drive to succeed against the odds make Michael Sloan an ideal business associate.

Paul Ebbels Paul Ebbels is the co-founder and operations director of The Successful Investor. Paul is the chairman of the Board and TSI’s business mentor through his company, The Business Train. Paul’s professional interests are in management, leadership and mentoring. With a business management degree and several business excellence awards to his credit, Paul has worked with many teams over several decades to help them in achieving their potential. Strong business intelligence and an eye for detail make him the ideal person to oversee The Successful Investor’s business interests. The Business train will provide a mentoring program for the first 6 months to all new franchisees.

Laurel Sloan Laurel Sloan is the co-founder of The Successful Investor, a director and secretary of the Board. With Michael Sloan, she owned an award-winning Financial Solutions company for seven years. With 25 years working in human resources, Laurel has vast experience in developing policy, training, industrial relations, executive recruitment, and safety and employee welfare in small to large corporations. Laurel has also advised large corporate entities on domestic and international company mergers.

Our franchise offer includes:

• Exclusive Marketing Territory. • A proven system for you to follow.

• Access to administration staff, a reception team, a contracts team, a client experience team and much more head office support.

• Property software.

• Initial training.

• Customer Relationship Management software.

• Ongoing training and regular webcam meetings.

• Access to a dedicated team of real estate investment professionals to source properties.

• Business development support.

• Access to a suite of marketing activities including a specific Partner Program.

• An external business mentor.

• Access to a suite of proven Social Media strategies.

• Becoming part of a national brand.

• Initial stationary. • Initial marketing materials. Franchise cost:

$49,500 plus GST. 05

Testimonials

Here’s what some of our existing clients have to say about TSI.

“Four years ago I had no properties. Today I have four properties and a few months ago I put a deposit on a fifth, an off the plan purchase in Melbourne. I used to be one of those “one day...” people. “One day I’ll buy a property or start investing”. Michael and Laurel are the reasons I have been able to buy five properties in four years and by doing so, secure my financial future and that of my family. Michael helped me overcome the barriers that we all have around the fear of investing. He helped me understand what makes a good investment property and all the income and tax matters that relate to purchasing property. With Michael, you never feel like it is difficult or scary. He is with you every step of the way. He is encouraging, knowledgeable, experienced and always available. I never felt that I was alone in investing. The best part is that Michael and Laurel speak from experience, both as trained professionals in the field and also as serious property investors themselves.” Stephen D.

“For some years I have understood the need to proactively use the equity I have in my home and to build a strategy to support my plans in order to have a long, healthy and financially sustainable retirement. I have previously investigated options for property investing, but always had excuses and a number of false starts. A few months ago I was introduced to Michael Sloan and the services offered by The Successful Investor. In the last 6 weeks I have purchased 2 properties and am now considering a third. The difference? Michael and his team offered me sound advice supported by clear and defensible information, reports and assessments. They explained the fundamentals of investing in property and were very comfortable walking me through the most basic steps in the process. Michael’s accessibility and commitment to his clients allowed decisions to be made in time frames that suited me. And, most importantly, at no stage did they pressure me to make decisions. I would certainly not yet have started developing my property portfolio were it not for Michael and his amazing team.” Diane D.

“With thanks for all your support in our investment journey. You have made such a difference to our lives. We wish you every success in your professional and personal lives.” Meredith and Paul S

“Thanks for your help and guidance through our steep learning curve. Hope to do it again soon.” Peter and Georgie G

“Your support, integrity and kindness have made the process of purchasing my first property (4 years ago now) so easy. Four properties down now and still going. It’s the little touches – like an unexpected birthday card or the warm and friendly functions you hold – that have made the process so enjoyable.” Daralyn H 06

Testimonials “Thank you so much for your advice and guidance during the location and purchase of my first investment property. I don’t think I would have had the confidence to do it alone.” Sue M

My husband and I had been thinking about buying an investment property for quite some time, but with local property prices being high, we didn’t think we could afford to buy a property and lacked the confidence to go ahead and take the plunge ourselves. We had built up significant equity in our own home and didn’t want to jeopardise our financial futures by making a bad decision now. Within half an hour of meeting with Steve Fairbairn, we knew we were in good hands. Steve listened to our concerns and we really felt that it wasn’t just about selling us any property on his books but rather that Steve genuinely wanted to see us achieve success in building wealth for our future. After being taken through the steps in the “TSI Client Experience”, it was clear to us that not only could we afford to buy an investment property, but potentially 2 or 3 more down the track. The research undertaken on properties recommended by TSI is thorough and lived up to the scrutiny that I put it through. Believe me when I say that even the most sceptical and pedantic investor would have found it hard not to have been impressed. Eight months on from our initial meeting, we have just completed our first purchase, a townhouse in Queensland, and are waiting on building completion of our second, an apartment in Victoria. We feel confident that we have made a good investment for the financial future of our family and I have no qualms about recommending the services of Steve Fairbairn and the staff at TSI to friends, family and colleagues who are looking to secure their own financial futures by investing in property. Overall, our experience with TSI has made purchasing an investment property an exciting and pleasurable one, instead of the confusing and daunting prospect that we had encountered when trying to go it alone. Angela & Stephen Hannagan, Kinross W.A.

I have been an active property investor for the previous 15 years building up a multiple property portfolio. As a member of the Armed Forces, and regularly on the move, I have found it difficult to find the time to identify quality investment property opportunities myself. Since discovering TSI 12 months ago, they have greatly assisted me with researching and identifying numerous suitable investment properties around the country. I have found the personalised TSI service is tailored to meet my specific requirements, and I have full confidence in the team to find me continual quality investment opportunities without the risk. TSI have also given me valuable advice on how to improve the structure of my current portfolio. Having just recently purchased my first investment property through TSI, I found the entire process easy and stress free and more importantly they identified a quality investment property at a great price that I would not have been able to find myself. It`s great to have Industry professionals working for you, and I would recommend the TSI team to anyone who is serious about building up a quality investment property portfolio without the risk. SAS member, name and address kept confidential for security purposes.

Franchise OPPORTUNITY

YOUR PATH TO SUCCESS

Next Steps to owning a The Successful Investor Franchise Thank you for your interest in a The Successful Investor Franchise. If you would like more information about becoming a franchisee, the below procedure will need to be followed. At The Successful Investor, we take the Franchisee selection process very seriously, and we will be sure to let you know if at any stage we don’t believe that a Successful Investor Franchise would be a great fit to meet your objectives. Fill out you’re the Successful Investor Franchise - Expression of Interest Form and fax it to the Franchise Development Manager on 03 8413 8899 or email it to franchise@thesuccessfulinvestor.com.au.

Step 1

The Franchise Development Manager will call to discuss and confirm your interest in becoming a Franchisee, and to discuss your desired exclusive marketing territory to ensure that it is still available for you.

Step 2

You will be sent a Franchise Information Pack Step 3 and an online questionnaire to complete. This questionnaire will allow us learn more about you. This should take around 1 - 2 hours to complete. Questions include those found in most franchise application forms. They include your family situation, work and business experience, reasons for showing an interest in our franchise and financial capability. Any information you provide in this form is confidential.

Step 4

We will conduct an initial assessment of your suitability to become a TSI franchisee.

When your suitability is confirmed you will receive a further online Self Assessment survey. This survey is vital for you and for us. It will confirm that you have the right qualities to be successful as a TSI franchisee and that your interests and skills are compatible with our business model.

Step 5

The board of TSI and our franchise team will meet to discuss all the information collected and confirm our interest in moving to the next stage with you.

Step 6

TSI will send you “Why Choose a The Successful Investor Franchise’ document which contains further details about the franchise opportunity. A TSI director will then call you to confirm that you want to proceed.

Step 7

1300 800 886

Step 8 of the board.

The TSI board invites you to a meeting at TSI Head Office Melbourne with all members

When that meeting is complete and we both want to continue, the next step is to pay a $1,000 fee and you will receive a generic copy of the Franchise Agreement and Disclosure Document. This $1,000 is refunded to you if you choose not to proceed at Step 10.

Step 9

You should now seek advice from a franchise solicitor and accountant, and following that, contact the TSI Franchise Development Manager to confirm that you wish to proceed.

Step 10

The next step is to proceed to customised documents for a specific territory. You will be required to pay a $4,000 fee and will receive 2 copies of the Franchise Agreement and Disclosure documents which are the final copies for you to sign. From this time the $5,000 is no longer refundable but will go towards the purchase price of the Franchise if proceeding. At this point you will receive an invoice for $3,500 from the TSI Franchise lawyers for the preparation of the Franchise documents.

Step 11

You should now seek advice from a franchise solicitor and accountant for your customised Franchise Agreement.

Step 12

If you choose to proceed:

Congratulations and welcome to The Successful Investor - you are ready for business as a The Successful Investor Franchisee. We will set a date for your Training and Induction.

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