Your position
Relevant income, properties, commitments and ownership arrangements.
Initial Review / $1,650
Your position.
Your next move.Let’s connect them.
A focused review of the property, tax and ownership questions in front of you. For buyers and existing owners.
One-off Initial Review $1,650
Book Initial ReviewYour position. Your priorities. A consultation and your property strategy roadmap.
Not ready? Get the free Before You Buy Structure Pack (PDF).Tax↗Ownership↗Cash flow↗Borrowing↗Timing
The Initial Review
One review.
A clearer
next move.
The Initial Review brings your circumstances and the decision ahead into focus. Identify the questions that need attention—and the further advice or analysis required.
One-off Initial Review $1,650
Book Initial ReviewYour position. Your priorities. A consultation and your property strategy roadmap.
Not ready? Get the free Before You Buy Structure Pack (PDF).Your decision
A purchase, portfolio question, possible sale or restructure.
Your priorities
The issues to resolve and the information still needed.
Your property strategy roadmap
A practical record of the next steps and any further work identified.
Detailed modelling, a full strategy plan and implementation are separate engagements where required. Scope and fees are agreed before proceeding.
How it works
From the question.
To the next step.
Share your position.
Tell us what you are considering. Review fit, information required and booking arrangements are confirmed before work begins.
Work through the decision.
Consider the initial tax, ownership and cash-flow questions in the context of your circumstances.
Leave with a property strategy roadmap.
A practical record of the priorities, questions to resolve and any further work identified.
Start here / Discovery call
Bring the question.
We’ll start there.
Answer three short questions, then choose a time for a 15-minute discovery call with Andrew. We’ll discuss your situation and whether the $1,650 Initial Review is the right next step.
Before you book
The practical
questions.
Is this only for people buying property?
No. The review also suits existing owners considering their cash flow, ownership arrangements or next property decision.
What does the $1,650 include?
A focused Initial Review, a consultation and your property strategy roadmap. Detailed modelling, implementation and other professional services are scoped separately where required.
Do I need to have found a property?
No. Start with your circumstances and ownership questions before selecting a property.
Can I keep my existing accountant?
Yes. The review can focus on a decision while your accountant continues to manage annual compliance.