Advanced Investment Finance with Monica Rouvellas — $4,999 Course | The Finance Family
Invest at
THE NEXT
level!
THE COURSE
For investors who are serious about building wealth through property. Advanced structures, SMSF lending, portfolio finance, and strategies the big banks won't walk you through.
WHO IT'S FOR
You already own at least one investment property and want to grow your portfolio
You're exploring SMSF property investment
You want to understand debt recycling, portfolio structures and advanced LVR strategies
You're working with an accountant and want to understand the finance side deeply
You want a broker who specialises in complex lending, not just standard home loans
You're building wealth and want a strategy, not just a loan
WHAT YOU'LL LEARN
PORTFOLIO STRUCTURING FOR GROWTH
How to structure loans so each property can stand alone — avoiding cross-collateralisation traps that limit future borrowing.
SMSF PROPERTY LENDING
Limited recourse borrowing arrangements, lender appetite for SMSF loans, and the compliance framework around property in super.
DEBT RECYCLING STRATEGIES
Converting non-deductible debt to deductible debt — the strategy explained simply and how to execute it with your team.
COMMERCIAL & DEVELOPMENT FINANCE
When residential investment loans aren't enough — an introduction to commercial lending and development finance.
WORKING WITH A FINANCE TEAM
How to coordinate your mortgage broker, accountant, financial planner, and solicitor for a unified strategy.
SERVICEABILITY AT SCALE
How lenders assess investors with multiple properties — and what to do when the big banks say no.
PORTFOLIO STRUCTURING FOR GROWTH
How to structure loans so each property can stand alone — avoiding cross-collateralisation traps that limit future borrowing.
SMSF PROPERTY LENDING
Limited recourse borrowing arrangements, lender appetite for SMSF loans, and the compliance framework around property in super.
DEBT RECYCLING STRATEGIES
Converting non-deductible debt to deductible debt — the strategy explained simply and how to execute it with your team.
COMMERCIAL & DEVELOPMENT FINANCE
When residential investment loans aren't enough — an introduction to commercial lending and development finance.
WORKING WITH A FINANCE TEAM
How to coordinate your mortgage broker, accountant, financial planner, and solicitor for a unified strategy.
SERVICEABILITY AT SCALE
How lenders assess investors with multiple properties — and what to do when the big banks say no.
YOUR COURSE GUIDE
COMMON QUESTIONS
Do I need existing investment properties to take this course?
It helps — this course is designed for investors with at least one property or those in advanced planning stages. If you're just starting, our Buying an Investment Property course is the better first step.
Is SMSF property investment right for me?
That depends on your balance, age, and retirement strategy — something to discuss with your financial advisor. This course explains the mechanics so you can have that conversation confidently.
What is cross-collateralisation and why should I avoid it?
It's when a lender uses multiple properties as security for one loan. It gives the lender more control and limits your flexibility. The course covers why and how to structure to avoid it.
Not ready for the course? Have a no-obligation chat with an investment specialist →