Scenario School - Foundations

Sale Price: $690.00 Original Price: $990.00

We’ll cover purchases, refinances, and equity releases, plus how to explain the “why” behind every recommendation so clients actually get it.

We’ll also walk through scenarios to teach you how to calculate offset savings, LMI, and learn how to work out if a rate lock is worthwhile – the kind of detail that turns you from “just another broker” into a trusted pro.
It’s about mastering the simple stuff, so you can deliver consistency, clarity, and real confidence with every deal.

2026 Course Dates

Start Date: Thursday 25 June
Format: 3 x 90 minute group sessions, fortnightly Time: 1:00pm – 2:30pm AEST

Session dates:

  • Thursday 25 June

  • Thursday 9 July

  • Thursday 23 July

Minimum 3 participants required. If numbers are too low, you'll be offered a full refund, a transfer to another course, or a place in the next Scenario School – Foundations intake.

One thing to note – this course is only worth your money if you're ready to show up, do the work, and implement what you learn. Here's what I'd like you to commit to:

  1. Do the homework. I know you're a busy broker, so I'm not going to ask for much – but if you don't practise this stuff, you won't retain it, and you're throwing your money away.

  2. Participate and share with the group. The more interactive the sessions are, the more fun we'll all have – and your brain will retain a lot more.

  3. Be willing to step outside your comfort zone. Don't worry – we won't be doing any dancing or eye-gazing exercises. What I mean is, speak up and ask questions even if you think they might be dumb ones. There are no stupid questions. And when you do, you give everyone else in the group permission to do the same.

If you can commit to those three things – let's go.

We’ll cover purchases, refinances, and equity releases, plus how to explain the “why” behind every recommendation so clients actually get it.

We’ll also walk through scenarios to teach you how to calculate offset savings, LMI, and learn how to work out if a rate lock is worthwhile – the kind of detail that turns you from “just another broker” into a trusted pro.
It’s about mastering the simple stuff, so you can deliver consistency, clarity, and real confidence with every deal.

2026 Course Dates

Start Date: Thursday 25 June
Format: 3 x 90 minute group sessions, fortnightly Time: 1:00pm – 2:30pm AEST

Session dates:

  • Thursday 25 June

  • Thursday 9 July

  • Thursday 23 July

Minimum 3 participants required. If numbers are too low, you'll be offered a full refund, a transfer to another course, or a place in the next Scenario School – Foundations intake.

One thing to note – this course is only worth your money if you're ready to show up, do the work, and implement what you learn. Here's what I'd like you to commit to:

  1. Do the homework. I know you're a busy broker, so I'm not going to ask for much – but if you don't practise this stuff, you won't retain it, and you're throwing your money away.

  2. Participate and share with the group. The more interactive the sessions are, the more fun we'll all have – and your brain will retain a lot more.

  3. Be willing to step outside your comfort zone. Don't worry – we won't be doing any dancing or eye-gazing exercises. What I mean is, speak up and ask questions even if you think they might be dumb ones. There are no stupid questions. And when you do, you give everyone else in the group permission to do the same.

If you can commit to those three things – let's go.

Scenario School - Level Up
Scenario School - Level Up
Sale Price: $690.00 Original Price: $990.00
What is Cross Securitisation and Why You Should Avoid It
What is Cross Securitisation and Why You Should Avoid It
Sale Price: $27.00 Original Price: $47.00
How To Structure An Investment Property Purchase - at 80% LVR
How To Structure An Investment Property Purchase - at 80% LVR
Sale Price: $27.00 Original Price: $47.00
How To Structure An Investment Property Purchase - with LMI
How To Structure An Investment Property Purchase - with LMI
Sale Price: $27.00 Original Price: $47.00
 
 

Want more info on this course?

  • We’ll cover the everyday calculations that make a big difference in client conversations and deal quality, including:

    • Structuring debt consolidations

    • Calculating offset savings (and knowing when an offset’s actually worth it)

    • Comparing interest savings between loan products

    • Working out refinance break-even points

    • Simple equity releases

    • Understanding LMI

    • Deciding whether a rate lock is worth the cost

  • We’ll dive into the practical side of structuring loans to make sure clients (and you) stay in control, including:

    • Avoiding (and un-doing) cross-securitisation

    • Working out rental yields

    • Calculating max purchase price based on deposit and LVR

    • Calculating max purchase price based on repayment capacity

    • Working out how much deposit a client actually needs

  • This week is all about future-proofing your clients and setting up deals with strategy in mind. We’ll cover:

    • How to calculate sale proceeds accurately

    • How to buy an investment property (and structure it right from the start)

    • How to set up owner occupied debt if the plan is to turn it into an investment later

    • What a “favourable purchase” actually is, and when it applies