Skip to content

Take The Wealth Appraisal Before Attending Property Investment Courses

If you’re thinking about taking a property investment course, you should also consider having a wealth appraisal before you begin.


The wealth appraisal is an assessment of your current financial situation and can help equip you with essential information for making smart decisions about investing in property.


This blog post explains what the wealth appraisal is and why you should complete it before taking the next steps on a property investment course.


What is a property investment course?

Property investment courses are an educational opportunity to learn about the basics of investing in property.

These courses can be an invaluable source of knowledge and help you understand how the industry works, as well as what types of investments may be most suitable for your financial situation.


Why should you complete a property investment course?

By taking a property investment course, you’ll gain an understanding of the overall process and what to consider if you’re thinking about investing in property.

You’ll learn about the different types of investments available, such as residential or commercial property, and be able to weigh up potential risks and opportunities for each.

Plus, you’ll also gain insight into how to fund your property investments and which tax laws may apply.

What types of property investment courses are there?

The opportunities in property investments are broad and every person has a different preference as to which one is best suited to them.

Touchstone Education offers courses on the following:


What is the wealth appraisal?

The Wealth Appraisal is an assessment of your current financial situation that can help you make smart decisions when it comes to investing in property.

It typically includes an evaluation of your assets, liabilities, income, expenditure and wealth goals.

This assessment can help you understand your financial capability and whether investing in property is suitable for your current circumstances.

The Wealth Appraisal unlocks important financial insights with a fast and accurate tailored assessment.

This is to assist individuals to make sure they are on the right financial track. Through correct and disciplined vigilance, minor mistakes which could result in major money problems over time can be avoided.

The Wealth Appraisal is designed to uncover key insights and opportunities to capitalise on today and oncoming problems to avoid tomorrow.

It analyses finances across six categories:

Why: This looks at an individual’s mindset, goals and personal planning around money, the actions taken to learn it and how to maximise its long-term value.

Education: This reviews the approach to self-learning, upskilling and support to enhance financial growth.

Assets and accumulation: This examines the investment strategies and future outlook to determine the strength of a portfolio and its potential.

Leverage: This assesses awareness, attitudes and actions towards enhancing financial position, tax optimisation, smart debt and investment.

Time: This analyses how and where time is spent in relation to key areas, such as the balance between work, home life, education and recreation.

Habits: This evaluates the behaviours which compound towards financial security and investor competence or sadly for most, a lack of wealth and choices.


How can the Wealth Appraisal help choose a property investment strategy?

The Wealth Appraisal allows individuals to understand their financial capability and explore potential strategies to invest in property.

It can help identify the right investment opportunities for your income, expenditure and wealth goals.

This assessment also takes into account the individual’s knowledge of the property market, their ability to manage multiple projects at once and their approach to financial planning.

By having an understanding of your wealth, you can make more informed decisions when it comes to investing in property and choose the right strategy that’s best suited to your needs.

In conclusion, taking the Wealth Appraisal before doing a property investment course is a great way to gain insight into your financial capability and to choose the right investment strategy. It can help identify potential opportunities and give you a better understanding of what’s achievable with your wealth goals.

For these reasons, it’s highly recommended to take the Wealth Appraisal before embarking on any property investment courses.

How to complete the Wealth Appraisal

To complete the Wealth Appraisal click the link below and follow the instructions.

The survey only takes 2 minutes to complete.

Complete the Wealth Appraisal

Find out how to leverage your wealth success in this free webinar on Monday 27th February at 8pm.

To make the first steps on your property journey, read this free Wealth Through Property e-book.

To find out more information about the property investment courses we offer call us on 01302 897131 or email


Flip or Flop: The Ultimate Guide to Property Flipping

In this amazon best-selling step by step guide, Abi Hookway teaches you everything from formulating an effective property flip strategy, to preparing the perfect exit strategy to generate maximum returns in as little as 6 months. 

Get Your Flipping Good Read!

flip or flop book-1

Wealth Through Property Book

Paul Smith's Wealth Through Property is an essential guide for modern investors. Providing tried and tested tactics to make the most of today's property market, this book provides key information about how you can manage your own time, be your own boss and keep more of what you earn.

I Want Wealth Through Property!

wtp book

Serviced Accommodation Success Manual

Paul Smith’s “how to” guide designed to support you as you navigate the world of serviced accommodation. This popular serviced accommodation book will teach you how to source properties, and where to market your business, as well as the best practices for running a successful serviced accommodation business through platforms like and Airbnb.

I'd Like Serviced Accommodation Success!

sa manual

The Latest in Property Investments

Visit Our Blog
Flipping Houses: Best Practices and Common Pitfalls

Flipping Houses: Best Practices and Common Pitfalls

Curious how to profit from flipping houses? This article covers everything you need to know, from...
Sustainable UK Property Investing: Environmentally Friendly Choices

Sustainable UK Property Investing: Environmentally Friendly Choices

As a UK property investor, you may be wondering if investing in a sustainable portfolio is worth...