Entello Group’s Equity Incubator is a unique package aimed at delivering an end to end solution for the development of your financial future.
Over the two years of the package you will be guided through all the steps necessary to establish a personalised investment portfolio that you own directly. Our dedicated team will support you every step of the way as you progress through our five stage approach.
All of the upfront costs have been packaged and the repayments have been spread over a two year period. During this time you will receive the following:
Eligible primary producers can also apply for the Farm Ready reimbursement grant against the cost of the program reducing the monthly cost. More information about the Farm Ready reimbursement grant can be found here.
At the end of the two year period, you should be empowered to be able to take care of your own investments. However, if at that time you feel that you would benefit form our ongoing equity management service, you can certainly look at out Total Equity Management package which provides just that.
During stage one you will receive quality training through our Discover Your Investment Potential seminar.
Discover Your Investment Potential is designed to teach you how to create wealth safely, build a solid personal asset base and achieve financial freedom.
The Course covers eight modules aimed at providing you with a solid understanding of your investment options and the factors that affect them:
Discover Your Investment Potential (DYIP) is delivered in the following formats:
All of the above options will also receive detailed course notes and ninety days access to DYIP: Online to review and revise any component at your convenience.
If after the first day of the two day seminar or after module three of the DVD set, you feel that you will receive no benefit from this seminar you are free to walk away with nothing to pay.
Following the training, you will be required to fill in a comprehensive Investor Profile form detailing your current financial situation as well as your goals for the short and long term future.
During the consultation, you and your financial planner will discuss in great detail your expectations of your financial plan. Shortly after, you will receive a letter of engagement outlining the proposed content. Once you have agreed to the proposed content by signing the letter of engagement and returning it, we will then be able to commence your plan.
If however, you feel that you will receive no benefit from a financial plan, you can walk away at this stage and only pay for the training you have already received. This in effect, means that you have received a financial consultation at no cost.
An Entello Group financial plan is a blueprint or map, specifically designed to help you achieve your financial and lifestyle goals through direct ownership of assets.
Entello Group’s customised financial planning service gives access to comprehensive, ethical and results-driven investment advice and guidance aimed at achieving financial independence and understanding. Qualified, professional advisers review and analyse your situation and goals and discuss potential investment strategies. We then work with you to develop a personalised plan that will guide your investment decisions and allow you to capitalise on future opportunities.
Once your financial plan is completed, your Key Account Officer will work with you to establish the investment strategies recommended in your plan.
Entello Group’s Equity Management service (not included in the Equity Incubator package) helps you make the most of your investment opportunities, using your existing assets to build your wealth.
Our Key Account Officers (KAOs) actively monitor and assess your portfolio in line with your personal financial plan.
As the value of your real estate and/or shares grows, our KAOs provide guidance on how to appropriately utilise your available equity to meet your financial goals.
This service provides a managed approach while allowing you to retain direct ownership of your investments.
With a significant experience in Equities Markets, Entello is ideally placed to help you build your equity and secure your financial future.
Access to the economic update webinars:
Ongoing Advice:
Option 1: Monthly Payment $250 p/m for 24 months
Option 2: Upfront Payment $5500
Option 3: $1500 upfront then $185 p/m for 24 months
As indicated above, If you attend the training portion of the Equity Incubator and after day one of the seminar or after module three of the DVD you decide that the program will be of no value to you, you can withdraw from the course at no cost.
If after the initial consultation with our planners after training, you decide not to proceed, you can withdraw from the program at a cost of $1500.