Work With Us · Book a Strategy Session
Book a Strategy Session.
This is not a sales call. It is a 60-minute working session with a GRIT Investment Strategist — and you will leave with a written portfolio strategy, not a brochure.
What is a Strategy Session?
Most property advisory conversations end with a pitch. A developer recommendation. A suburb the agent is being paid to sell. A product dressed up as advice.
A GRIT Strategy Session is different. It is a structured, 60-minute working session designed to produce one output: a written portfolio strategy tailored to your income, your borrowing capacity, your tax position, and your investment goals.
We do not recommend properties in a Strategy Session. We build the framework that determines which properties are right for you — and which markets, which structures, and which sequencing gives your portfolio the best chance of performing over 10, 15, and 20 years.
The session is free. The strategy document is yours to keep.
Who attends
Every Strategy Session is conducted by a GRIT Investment Strategist — not a junior coordinator, not an offshore call centre, not a chatbot.
| Your strategist | What they bring |
|---|---|
| Senior Investment Strategist | Minimum 5 years advising Australian investors across domestic and international markets |
| Cross-market knowledge | Direct experience across the Australian, Dubai, and US markets — not theoretical familiarity |
| No product mandate | GRIT strategists are not assigned to sell specific developments or developers — their brief is to build the right strategy for your situation |
| Navin De Silva (selected sessions) | Founder-led sessions are available for clients with complex portfolios or significant capital to deploy — enquire at booking |
If you are a couple or business partners investing together, bring both decision-makers. The strategy we build applies to both.
What happens in the session — minute by minute
| Time | What we cover |
|---|---|
| 0–10 min | Where you are now — current assets, liabilities, income, superannuation, and existing investment property (if any) |
| 10–20 min | What you are trying to build — your 10-year goal, your income needs, your risk tolerance, your timeline to financial independence |
| 20–35 min | Market and structure analysis — which of the three GRIT markets suits your profile, in what sequence, and what ownership structure protects and optimises your position |
| 35–50 min | The strategy — a written outline of your recommended first (or next) move, including market, property type, entry price range, deposit required, and projected cashflow |
| 50–60 min | Questions, next steps, and referrals — to a mortgage broker, accountant, or solicitor if required to progress the strategy |
What you will receive
| Deliverable | Detail |
|---|---|
| Written Portfolio Strategy | A one-page document summarising your recommended market, property type, ownership structure, entry price, deposit requirement, and 10-year portfolio outlook — produced during or immediately after the session |
| Cashflow Model | A projection of the expected income, expenses, negative gearing benefit (where applicable), and net cashflow position of your recommended first purchase |
| Market Brief | A current overview of conditions in your recommended market — whether that is an Australian growth corridor, a Dubai off-plan project, or a US Sun Belt rental market |
| Referral Network Access | Where required, warm introductions to GRIT's network of cross-border accountants, mortgage brokers, US LLC formation attorneys, and Dubai legal advisors |
How to book
Sessions are available in person at GRIT's Melbourne office, via video call for interstate and international clients, and at GRIT's Dubai and New York offices.
| Format | Location | Availability |
|---|---|---|
| In person | Melbourne, VIC | Monday – Saturday, by appointment |
| Video call | Anywhere in Australia or internationally | Monday – Saturday, flexible hours including evenings |
| In person | Dubai, UAE | Monday to Saturday - including evenings |
| In person | New York, USA | Monday – Friday, by appointment |
Sessions fill quickly. We limit the number of Strategy Sessions available each week to ensure every client receives a senior strategist — not a volume intake process.