About Us2024-10-22T09:32:39+08:00

Let’s create financial freedom together

Locale - "A place, especially one where something special happens."

If you’re seeking a new way to create the life you want, you’ve come to the right place.

We’re here to say no to the conventional life blueprint where you work until you’re 67! It’s time to put your hand up and become a part of the 1%, retire early and live the life you want. Our approach is personal. We understand your unique goals and craft a tailored strategy to achieve them. From property acquisition to ongoing management, we’re your dedicated partner in creating a future you design.

Not sure if you’re ready? The best time to invest was 20 years ago. The second best time is today. We’re passionate about helping people unlock their financial potential.

How it works

The Game Plan

Let’s start by understanding your unique financial journey. We’ll delve into your hopes, dreams, and aspirations for the future. Together, we’ll uncover your financial goals and create a clear vision for what’s possible. It’s about more than just numbers; it’s about building a financial future that aligns with your lifestyle.

man with dog

woman doing yoga/pilates

Find the perfect fit

Our expert acquisition team then begins the search for the property that’s the perfect match. Armed with your goals and budget, we’ll scour the country for a property that’s not just a good fit, but a great one. You sit back, relax.

Make it happen

Once we’ve chosen the property that ticks all the boxes, it’s time to bring your investment to life. Our team will guide you through every step; from setting up the right purchasing structure, unlocking tax benefits, through to having a tenant in place, we ensure all milestones are on point. Then, it’s time to take a breath to celebrate the massive step you’ve made towards financial freedom! From there we keep you updated on your investments performance.

Financial Freedom Game Plan

Why we should work together

Seamless investment experience

We prioritise your best interests as your dedicated advocate (not the big corporations). With us, you’ll have the advantage of having a single point of contact throughout your entire investment journey.

We play the long game

We create a clear and tailored strategy to build wealth through developing property portfolios. This is not a get-rich-quick scheme. We guide you to invest sustainably so you have financial security and can still live the life you want today. We monitor your portfolios performance to ensure we are working towards your goals.

Unbiased and independent

We are totally independent, we are not tied to any developer, agent, builder or geographical area. We work solely for you, representing your best interests; negotiating the best deal; and leveraging our relationships to source the best properties.

Backed by experience

We have a full-time acquisitions team that covers our research and due diligence on a macro, micro and niche level. We have pulled the industries brightest sparks and high performers to represent your best interests.

Transparency you want to see

We will continue to rise to the challenge to do the right thing. This means transparent advice, offering clear pricing, reliable timeframes, and guidance throughout the Investment process.

Our Vision: To empower everyday Australians to take action towards financial security and freedom

Our Mission: We’re committed to inspire, educate and guide Australians in property investment, to create financial freedom, so they can live the life they want to live.

Meet Adam Schaal
Founder and Managing Director

Adam is a seasoned property and construction industry leader with a passion spanning decades. From humble beginnings to overseeing billions in property transactions, he has built a strong reputation on integrity and team development. Adam is committed to delivering exceptional results and building lasting relationships.

Oumi Kapila
Oumi Kapila
Property Investment Strategist

A seasoned property professional with a unique blend of experience. Combining 15 years in home building and property investing with a background in music and film, he brings a creative and strategic approach to the real estate industry. Oumi’s global perspective, coupled with his HIA certification and finance broker qualifications, and deep understanding of the market make him an asset to have as part of your team.

Yasmin Georgiadis
Yasmin Georgiadis
Co-Founder & Head of Finance

With over 10+ years in banking, finance, and property, Yasmin adds value with everything she is a part of. Her passion for precision ensures that every detail is just right. Yasmin has run a successful independent finance business and an investor herself, she provides unmatched guidance to her clients and team.

David Bolt
David Bolt
Customer Engagement Consultant

With 9 years of experience, Dave’s a pro at understanding people and their goals. He’s not just a real estate expert, but also a dad, grandpa, and award-winning customer service professional. Dave’s expertise is to connect you with the perfect property investment advocate to guide your wealth creation journey.

Kellie Boyer
Kellie Boyer
Marketing Manager

With 9 years experience across the building, finance and investment industries, Kellie has a deep understanding of what drives people and what they need to feel confident and well-informed in their journey. She is passionate about helping people realise their financial potential and breaking down the barriers to success.

More about us

What is the cost of your service?2024-10-09T15:33:59+08:00

We don’t charge any upfront fees to clients at Locale Wealth. We get paid a commission on the property you purchase as an investment, similar to how a mortgage broker gets paid.

We have the largest selection of properties available, based on our many years of experience and deep connections to Australia’s largest property developer and builders. We remove the sales consultant from the process, we deal direct with the developers, leveraging our MD’s many years of experience leading a major property and construction group.

Unlike many investment companies that simply deal with a sales consultant at the developer/builder, we avoid the double fees many people pay by going through third-party channels.

At all times, we work in your best interests and have access to stock before it becomes public, giving you a leg up when securing property.

Our mission is to inspire and educate people so if that is all we do while you might go away and think and take some time to get your finances in a place where you feel ready to go ahead, we have done our job.

What experience does Locale have?2024-10-09T15:33:59+08:00

The whole team has been working in this sector for ages (but not so long that they are outdated!) so they have experienced the ups and downs of the property market, adapted to market conditions and governmental policy changes and helped thousands of people start or grow their investment portfolio.

They are also avid investors themselves, so not only do they know first hand the challenges, the tips and tricks, but also they know the possibilities wealth creation has allowed them. That’s why they are so passionate about inspiring everyday Aussies to do the same.

Our MD lead one of Australia’s largest and most respected property, development and construction companies, personally overseeing billions in revenue. With an unwavering commitment to people, our values are to do the right thing by our people and customers, always.

Meet the team

What makes your wealth planning the best?2024-10-09T15:33:59+08:00

Unlike a typical buyer’s agent, which merely acts as a shopping service, we challenge the conventional path of working until you’re 67. We encourage you to join the 1% who retire early and live the life you truly want.

Our mission is to build a profitable and expansive property portfolio for your future. We achieve this through thorough research, data analysis, and an in-depth understanding of every suburb in Australia. Our end-to-end solution streamlines the property buying process into a single point of contact.

With our team’s extensive experience in managing billions in property transactions, you’ll receive comprehensive support from the initial sign-on to property sourcing and beyond.

Why should I work with your team and not just DIY?2024-10-09T15:33:59+08:00

As individuals, we have all been in the industry and invested in property for many years. We’ve made mistakes, had many wins, ridden the highs, the lows and have the battle scars to prove it! Investing is not a perfect science, often economists get it wrong. We have been on the front line of the industry for decades, with our MD leading one of Australia’s largest property and construction groups through some of the most buoyant and challenging times. What we have learned is invaluable to an investor, helping you avoid mistakes, capitalising on emerging markets and avoiding overheated markets, ensuring we are mitigating risk, creating diversification and setting you up for long term success. The devil is in the detail -we’re here to create a robust strategy to expedite your success.

Why should I trust Locale?2024-10-09T15:33:59+08:00

We may look shiny and new, but we’re backed by industry-leading talent who have been doing this a long time, all across Australia.

Our founder Adam Schaal started Locale Wealth with one simple premise in mind. To empower everyday Australians to take action towards financial security and freedom, inspiring and educating them to take action to be able to live their life the way they want.

With over 10+ years in the property and construction industry in successful Executive Leadership positions, Adam Schaal brings a strong understanding of the industry’s intricacies, customers’ needs, and pain points, and how these can be effectively addressed in an industry that is ready for disruption.

As a team, we are passionate about making investing more accessible, showing people who would not have seen property investment as an option for them, what is possible and the benefits it will have on their life. Plus we’re committed to customer satisfaction is at the core of everything we do, and we will always go the extra mile to ensure that you have a hassle-free and enjoyable experience.

Meet the team

What our clients say

As an Interstate investor I was quite apprehensive. I did my due diligence & investigations to make sure everything stacked up. Oumi has now put my mind at ease. He has proven to be very professional with a friendly persona, a positive attitude who has been nothing but obliging with sorting out all the hectic tape amongst the Builder & Developer and sometimes my Financier for a smooth transition. I have no hesitation with recommending him for your new venture.

Leigh Morgan

Wealth Resources

Ready to find financial freedom?

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