Role-players Home Buyers & Owners Workshops

Role-players Home Buyers & Owners Workshops Developed by leaders in the property world consumerhousingeducation.co.za 1 Workshops for * First Time...
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Role-players Home Buyers & Owners Workshops Developed by leaders in the property world consumerhousingeducation.co.za

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Workshops for

* First Time Home Buyers * Debt Repair * FLISP/Subsidies * Borrowers Education * New Home Owners consumerhousingeducation.co.za

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OPPORTUNITY We just secured a contract with a major institution with a few thousand new clients per year to train We are to commence with workshops for all our clients and associates and added exciting new partners to the workshops consumerhousingeducation.co.za

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Feedback from the Bank I must say I'm excited because of what you guys have & do believe that this is a game changer.

consumerhousingeducation.co.za

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Workshops Regions W Cape Gauteng KZN Limpopo Northwest Free State Eastern Cape consumerhousingeducation.co.za

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Workshops Timing 4 x per year Saturdays 1st held in April 2015 2nd held in June 2015 3rd held in August 2015 4th held in November 2015

Schedule to be provided consumerhousingeducation.co.za

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Workshops First Time Buyers Designed per request of a Developer/Development Usually 3 x workshops Facilitated by Meyer De Waal Content Developed & Presented by Consumer Housing Education consumerhousingeducation.co.za

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Course Outline – First-Time Buyers

1. Your credit profile and score & how to repair & improve your credit score

2. Your budget Tools to manage your budget

3. Your Affordability

The 6 steps start here

6. Financing and concluding the purchase transaction

5. Legalities

4. Maintenance and responsibilities of a homeowner

consumerhousingeducation.co.za

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Workshops Borrowers Education & FLISP

Content Developed and Presented by Verna Pugin consumerhousingeducation.co.za

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Workshops New Home Owners 4 x workshops per year Facilitated by Meyer De Waal Content Developed & Presented by Role Players consumerhousingeducation.co.za

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12-Step Course Guideline Outline – New Homeowners The 12 steps start here

1. Your credit profile and score

12. Selling your property – more role players

2. Your new budget

3. Taking ownership and the keys to your new home

11. Selling your property in the future

4. Responsibilities of a homeowner

10. What to do if you cannot pay your accounts

5. Integration into your new community

6. Maintenance

8. Insurance

7. Your will

9. Your credit profile

consumerhousingeducation.co.za

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Workshops Debt Repair Content Developed and Presented by Cara Lippert

consumerhousingeducation.co.za

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Workshop Role-Players

consumerhousingeducation.co.za

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Role Player Meyer de Waal • • •

Lecturer Property Development Course Lecturer School for Legal Practice Lecturer Western Cape law Society

Founder of • • • • • • • •

Oosthuizen and Co Meyer de Waal Inc Attorneys www.oostco.co.za Rent2buy www.irent2buy.co.za My Budget Fitness www.budgetfitness.co.za My Bond Fitness www.mybondfitness.co.za Mobile2budget www.mobile2budget.com Property Transaction Kit www.propertytransactiokit.co.za FLISP www.flisp.co.za Consumer Housing Education www.consumerhousingeducation.co.za consumerhousingeducation.co.za

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Role Player Verna Pugun •

Appointed by a leading Bank to conduct: – Borrowers Education – FLISP Facilitation



Verna joined Barclays Bank, where she would go on to enjoy a successful career in home loans. In 2005, Verna broke away from formal banking and aligned herself with three attorney firms where she gained valuable experience in and knowledge of property registrations and transfers. In the same year, she also joined the Home Loans Guarantee Company and became an accredited facilitator of borrower’s education. Over the past ten years, Verna has contracted to various financial institutions educating their first-time homebuyers in the affordable home loans market. Currently in association with Meyer De Waal, Verna is embarking on an initiative to assist the affordable home loans market with borrower education and government subsidies



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consumerhousingeducation.co.za

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Role Player Cara Lippert •

Founder and Director of Auxilium Clara (Pty) Ltd.



With more then 20 years of dealing with clients, their needs and challenges are very real to us. However, we have chosen to not only look at some of the challenges that our clients face, but to build an arsenal of solutions and products, that can be utilized to assist a client irrespective their situation.



We have teamed up with specialists in their respective fields, to ensure that the solution or combination of solutions, applied to our clients situation will ensure maximum benefit to our clients. To often, clients do the best they can with the limited information and resources that they have at their disposal. However, this does not mean that they have found the best solution or that they are truly assisted.



We pride ourselves in the fact that we go the extra mile to ensure that our clients have the best possible solution and assistance available.

consumerhousingeducation.co.za

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Role Player Mark Witzmann •

Attorney and Conveyancer at Oosthuizen and Co Meyer de Waal:



Lecturer – Estate Agents on salient aspects of Law – Cape Town Community Housing Home Owners Workshops



Practiced as an Estate Agent for 7 years in the Atlantic Seaboard/City Bowl area including Developments and Rentals



Legal Research for Attorney Firms on Conveyancing matters.

consumerhousingeducation.co.za

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Role Player Neale Petersen • Founding Editor and Publisher Real Estate Investor Magazine •

Publisher, Entrepreneur and Mentor



Neale is the founding editor and publisher of Real Estate Investor Magazine, one of the authors of an inspirational book called ‘Dance until t Rains’ and an accomplished real estate expert, investor and mentor.



Publishing authority He is an authority in the real estate industry and has published over 80 Real Estate Investor, Residential, Commercial and Offshore Magazine’s since September 2007. REIM has already won numerous awards for top property features magazine in 2012 and best property publication in 2013 awarded by SAPOA

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Edutainment Hosted, been the seminar leader of many real estate events and mentored a number of students in the best practice of real estate investing. He has shared the stage with many industry leaders such as Dolf de Roos, Donald Trump Jnr, Sisa Ngebulana, Brand Pretorius, Jannie Mouton, and Clem Sunter amongst a number of local and international celebrities. consumerhousingeducation.co.za

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Role Player Annette Evans •

IEASA Western Cape region - General Manager •



PropStats – Training and Management • •



On the property chamber of the Provincial Forum

Department of Human Settlement’s •



IEASA’s online residential sales database for valuers and property professionals on PropStats Critical for bank valuations, agency comparative analysis and area market trends

Services SETA •



Guides, assists and supports property professionals

Core Group of property organisations

Worked in property and finance for 30 years consumerhousingeducation.co.za

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Role Player Vangile Makwakwa • • • • •

Author of “Heart, Mind & Money: Using Emotional Intelligence with Money” B Bus Sci Finance, UCT MBA, Simmons School of Management Financial Literacy speaker for the Sanlam Youth Segment Part time Finance and Economics Facilitator, USB-ED (Stellenbosch B School)

Founder: • www.wealthy-money.com – Blogger, coach, writer and speaker on the link between personal finance and emotions • https://twitter.com/vangilemakwakwa • http://www.youtube.com/WealthyMoney1 - Interview personal finance experts on money consumerhousingeducation.co.za

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Role Player Tony Collins • •

Professional Valuer Lecturer – PART-TIME LECTURING IN PROPERTY DEVELOPMENT AND INVESTMENT – Property Development and Investment, attended by many construction and real estate professionals. Through CPUT and IEA, The course consists of 32 hours of lectures – Lectured at at NMMU on the master degree in Property Studies, Stellenbosch University at Honours level, and at CPUT at B Tech level, Has also lectured at ABSA Bank for a three year period training staff, UCT on the Masters Degree in Property Studies and at SAPOA and IEA property development and Investment courses – Regularly invited to lecture at professional institution’s year seminars and congresses – Was also the HOD at CPUT in Construction Management and Quantity Surveying for 8 years consumerhousingeducation.co.za

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consumerhousingeducation.co.za

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Contact Details Cape Town Meyer de Waal

Cape Town Verna Pugin

M: 083 653 6975 T: 021 461 0065

M: 082 7883537 T: 021 461 0065

E: [email protected]

E: [email protected]

www.irent2buy.co.za www.budgetfitness.co.za www.mobile2budget.com www.mybondfitness.co.za Like us on Facebook

www.flisp.co.za www.consumerhousingeducation.co.za

Follow us on Twitter consumerhousingeducation.co.za

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