Thrive Annual Review Program!
What is it?
The Thrive Annual Review Program is designed to ensure
every mortgage you have is being adequately managed and maintained to ensure your wealth in real estate is maximized.
Watch the video below for a quick breakdown
Variable Rate Mortgages require more hands-on attention to ensure the mortgage product and rate are the right ones for you. Life happens, and things change, such as income loss or improvements and, even more importantly, your interest rate. Staying on top of this can be daunting, so we take this burden off your plate. Monitoring this throughout the year and reviewing your progress annually is vital to maximizing your wealth in real estate.
Staying on top of opportunities such as dropping your rate, restructuring your total mortgage
and unsecured debt, to increasing cash flow must be reviewed at least once a year.
You will receive this and much more within our Annual Strategy Reports.
Current and Future Goals and the time frame needed to achieve them should be reviewed annually. Minor tweaks or adjustments to your mortgage strategy could significantly change your goal timeline trajectory. Our annual assessment will ensure you stay on track and reach your goal of upsizing, downsizing or acquiring the next investment property.
Your Mortgage and Real Estate are
likely the most significant investment components you will have in your entire life.
Working with professionals,
tracking and staying on top of your portfolio will ensure you succeed while growing your wealth in Real Estate.
