RETAIN · Property & Portfolio Assessment
Hold, restructure or sell — decided on evidence.
Own it already? Personalised advice about a specific property or portfolio you already own.
$2,200 incl. GST
A free 15-minute introductory call — the assessment itself is the paid engagement.
For a specific property or portfolio you already own — up to four properties. We assess performance, fit with your goals, holding costs, risk, alternatives and opportunity cost, with recommendations in writing.
What you receive
- 01
Assessment
Performance, fit with your goals, holding costs, risk, alternatives and opportunity cost — for up to four properties you already own.
- 02
Written assessment + recommendations
The options — retain, restructure, sell or buy — weighed on evidence, with clear written recommendations.
- 03
Two meetings
A discovery meeting to understand your position, and a findings walkthrough with Matthew Clark to talk the recommendations through.
What your assessment includes
A written assessment of up to four properties you already own, clear recommendations, and two meetings — discovery, then a findings walkthrough with Matthew.
See how it works→What’s included
- Analysis of up to four properties against your goals
- Holding costs, risk, alternatives and opportunity cost assessed
- Retain, restructure, sell or buy options weighed on evidence
- Written assessment with clear recommendations
- Two meetings with Matthew Clark — discovery and findings walkthrough
Advice does not have to lead to a transaction. Scope and fees are agreed in writing before any paid work begins.
Not sure which service fits? Tell us what you’re trying to decide and we’ll point you to the right starting point — including telling you if you don’t need a paid service.
Property & Portfolio Assessment
$2,200 incl. GST
Fixed professional fee, agreed in writing before work begins.
Book my 15-minute callA short introductory call with Matthew to identify your next step. Scope and fees are agreed before any paid work begins.