Waitlist Now Open - Limited Spaces
Investment Property to Portfolio: Strategic Wealth Transition FREE Workshop
For property investors considering their next strategic move. Apply now to attend Saturday 9 November from 11am-12pm in Takapuna. Details below.
You've built wealth through property. Selling could be your biggest windfall, or your costliest mistake.
How do you navigate this?
Hosted by Amy Eriksen, Registered Financial Advisor & Director, join the waitlist now for an interactive workshop where you’ll cover:
Case Study Analysis: Two real exits - one that generated an extra $300k+ over 10 years, one that destroyed wealth through poor execution
The Five Critical Mistakes: Where investors lose money (tax timing, portfolio structure, market exits, cashflow gaps, emotional decisions); and
Your Situation: An interactive evidence-based analysis of your specific property position and optimal pathway forward.
Learn, Engage & Ask Tough Questions
-
Investment property is great because you’ve got predictable money and outcomes. But a diversified investment portfolio can produce the same with professional management. As time goes on, retirement and other life stages can bring extra financial pressures. Depending on the lifestyle you want to lead, it pays to develop an income focused portfolio fit for all seasons.
-
Your investment property portfolio probably started with a lot of leverage. Leveraging a stock portfolio is more risky and harder to do. But investing your own money instead of the bank’s seems like it’s leaving something on the table, right?
Property could still serve a place in your portfolio, and additional investments can be structured to take advantage of revolving facilities.
-
Negatively gearing an investment property becoming wholly unprofitable when property values fall, tenant vacancies, tax law changes, leaky homes, illegal activities and vandalism… there are a lot of ways that property investing can cause a headache.
Some clients who have moved from property to a managed portfolio find they’re sleeping easier, with more time on their hands. Is this something that would benefit you?
Event Details
Where & When
On Saturday 8 November from 11am-12pm. Taking place at 2 Burns Avenue in Takapuna, Auckland. Interactive format. Free light brunch provided.
You’ll receive an event confirmation by email, so keep an eye out. If you can’t make it, tell us ASAP so that we can fill your spot. Limited to ONLY 6 participants.
If you have any questions regarding the event, please reach out to Gail and the team at g.rotherham@eriksensglobal.com
You’ll Walk Away With:
An evidence-based decision framework for evaluating your property position;
Clarity and options for selling now, holding, or partially divest;
Whether your property position is optimised or potentially, at risk;
The hidden costs of DIY portfolio construction after a property sale; and
What professional wealth transition actually delivers (and what it costs to get it wrong).
Who Event This Is For:
Don’t miss out on this tailored investment workshop if you’re:
Considering selling within the next 5 years;
Want to understand what a successful transition actually look like; and
Need clarity on whether to sell, hold, or restructure. You’ll be given facts, data and experience to make that decision for yourself.
These exclusive insights can save you money, time and energy. You’ll hear first hand how to protect and maximise your equity.
[Event Tile here]
Meet Amy Eriksen | Your Host
Amy is our lead Financial Advisor and Director at eriksensforMe with previous experience in corporate investment strategy and in actuarial analysis for both family estates and separating couples. She has advised on multi-million dollar investment strategies for organisations throughout oceania.
Amy served for two years on the Board of a budgeting charity, so is no stranger to both sides of the wealth divide. She combines evidence‑based investing with practical advice across portfolios, cashflow, KiwiSaver, retirement, and property.
By combining her fresh perspective with EriksenGlobals’ 30 years of trusted expertise, Amy is helping to shape a new standard; one where advice is truly independent, transparent, and tailored to your legacy.
Amy listens carefully and strives to add value with each interaction. She cares deeply about meeting your expectations and has access to an exceptional team that can meet your future goals, whatever they are.
Register Now - Spaces Limited.
Waitlist Information
You’ll receive an email letting you know if you’ve been accepted to the 8th November event. If spaces fill up, we’ll be in touch with details of an alternative date. Once your spot is confirmed, we’ll also gather any extra details we need from you (including your dietary requirements). Please keep an eye on your inbox so you don’t miss the update.
If you have any questions regarding the event, please reach out to Gail and the team at g.rotherham@eriksensglobal.com
You’re In Good Hands
“EriksensGlobal hit the right note right at the heart of the matter, literally!”
During my recent separation, they provided a sound economic disparity report that made all the difference towards a professionally accurate and thorough actuarial assessment during what was the most vulnerable of financial situations...”
“Compassionate And Objective”
Their whole approach gave me back dignity at my most vulnerable time. Their skills were of a level to deliver a succinct yet thorough assessment with a compassionate and truly objective approach..
