Your accountant sent you here for a reason.
Accountants tend to be careful about who they refer their clients to, because the referral reflects on them. The ones who send people to us do it because our process starts in the same place theirs does: with your numbers, not with a property someone is trying to sell.
We work with your accountant, not around them.
With your permission, we share our modelling and strategy with your accountant before anything is decided, so the tax and structure advice you rely on stays exactly where it belongs. They see the same numbers we do, and if something does not stack up for your situation, we want them to say so.
What happens after you get in touch.
We start with a conversation
A call to understand your position, your goals and what your accountant has already flagged. There is nothing to prepare and no obligation.
We model before we recommend
Your borrowing power, cash flow and time frame are worked through first, alongside your accountant where it helps, so the strategy is settled before any property enters the picture.
Then we find the property
We research, shortlist and negotiate the property that fits the plan, and we hand over a documented rationale you and your accountant can keep on file.
When you're ready, we'd love to hear from you.
Mention who referred you and we'll keep them in the loop from day one.