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Scenario School - Level Up

$690.00 $990.00

This is where we dig into the more complex scenarios – structuring loans across larger property portfolios, using equity to grow, and ensuring loans are set up in a way where your clients stay in control.

We'll cover how to structure loans for tax efficiency, explore family equity and bridging loans, and unpack the many flavours of construction lending that land on your desk. You'll also get practical insight into trust lending, debt recycling strategies, and when a substitution of security actually makes sense.

Each session includes discussion, Q&A, and homework to help you implement what you've learned. Session notes are provided after each session.

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.

2026 Course Dates

Start Date: Tuesday 14 July Format: 3 x 90 minute group sessions, fortnightly Time: 1:00pm – 2:30pm AEST

Session dates:

  • Thursday November 5

  • Thursday November 19

  • Thursday December 3

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 – Level Up intake.

This is where we dig into the more complex scenarios – structuring loans across larger property portfolios, using equity to grow, and ensuring loans are set up in a way where your clients stay in control.

We'll cover how to structure loans for tax efficiency, explore family equity and bridging loans, and unpack the many flavours of construction lending that land on your desk. You'll also get practical insight into trust lending, debt recycling strategies, and when a substitution of security actually makes sense.

Each session includes discussion, Q&A, and homework to help you implement what you've learned. Session notes are provided after each session.

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.

2026 Course Dates

Start Date: Tuesday 14 July Format: 3 x 90 minute group sessions, fortnightly Time: 1:00pm – 2:30pm AEST

Session dates:

  • Thursday November 5

  • Thursday November 19

  • Thursday December 3

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 – Level Up intake.

Self Employed – Sole Trader
Self Employed – Sole Trader
$27.00 $47.00
Self Employed – Company
Self Employed – Company
$27.00 $47.00
How A Family Guarantee Loan Works (And When To Use It)
How A Family Guarantee Loan Works (And When To Use It)
$27.00 $47.00
Bridging Loans - How Not To Stuff One Up
Bridging Loans - How Not To Stuff One Up
$27.00 $47.00
 
 

Want to know exactly what you’ll learn?

  • We’ll be diving into some complex scenarios that involve structuring loans correctly across a large property portfolio, how to use equity to grow your portfolio and how to structure deductible vs non-deductible loans. We’ll also touch on using a trust to buy property.

  • Focussing on Family Equity, Bridging and Construction loans, we’ll run through multiple scenarios for each type of loan, including how lenders will look at servicability for eac

  • This week we’ll be going through when doing a portability works (aka - substitution of security), and also looking at loans that rebalance easily for debt recycling.