How to become a Property Investment Advisor

Forrester Cohen provide’s property advice professionals wishing to help create wealth for their clients, with, professional training, factual market Intelligence and an industry compliant platform and tool kit that makes it easy and efficient to produce reliable and consistent results for their clients.

We offer a suite of services to support your training and delivery of property investment advice services for your clients in your business.

You receive

  • Training to become a certified property investment advisor with PIAA – cost $2,100
  • Membership with PIAA for your first year – $385pa
  • Business training to run a property investment advice business with Forrester Cohen – 18 hours
  • Monthly business coaching over 11 months – 22 hours

These services come with a money back guarantee.

Platinum Do it Yourself Service:

Through our Platinum Lead Generation Service gives you qualified leads once you are trained, belong to PIAA, hold PI insurance and meet our professional standards.

Through our Platinum Marketing Service for we deliver agreed marketing campaigns to further engage your existing clients.

 Price

  1. Done for You Service: Referral fees are set at 15% of the fees for the property transaction on PRISM.  Typically, they are from $3,000 to $4,500.   Our referral partners referring 20 clients who transact on PRISM per annum make an additional $60,000 to $90,000pa in revenue.
  1. Optional Done for You Platinum Marketing Service: Fees are based on your email list size, your technology, and the alignment of services. Please ask for a quote.
  2. Do it Yourself: Your property investment advice business.

Includes:

  • Professional Certification training with PIAA plus professional association membership for the first year.
  • Training and support on setting up and running an ethical property investment advice business including initial training and coaching for 11 months.

An initial investment of $22,500.

Our Do It Yourself clients are typically making $20,000 per client.  They usually make about $160,000 in year one with eight clients.  In year two they have those eight clients return and engage another sixteen making $480,000.  In year three they can scale again and make up to $1M.  If they take our Do it Yourself Platinum Lead Generation Service they can get there even faster.

  1. Optional Do it Yourself Platinum Marketing Service: Fees are based on email list size, your technology, and the alignment of services. Please ask for a quote.
  2. Optional Do it Yourself Platinum Lead Generation Service: Forrester Cohen can provide qualified leads to your business.  Forrester Cohen funds the cost of this by participating in the fees from the property transaction.  It takes its usual fees of 20% for platform costs and Market Intelligence Reports plus a referral fee of 15% on the first three property purchases by each client.

For your information:  Our professionally trained property investment advisor charge referred clients a service fee of $3,500 + GST.  They may rebate up to 50% of this fee if the client chooses a property from the PRISM platform.

Guarantee / Warranty

Forrester Cohen has a money back guarantee.  If you don’t recoup the cost of this investment in the first year we will give you your money back.  To qualify for this great offer we need you to complete the training, qualify for PI insurance, and consult to 2 clients per month for ten months of the year.