AndrewRomanoApply for a strategy session

Strategy session

Apply for a strategy session before you buy or commit.

Apply for a strategy session with me, Andrew Romano CA, to discuss your next property, tax or SMSF decision. I work with high-income Australians ($120k+) from Sydney and across Australia. Answer three short questions, then choose a time to discuss your circumstances and next steps.

What to expect

A focused conversation, not a sales pitch.

We’ll look at where you are, what you want to achieve and which decisions need attention before you buy, sign or commit.

Working through a property purchase, sale or ownership question? Explore the property Initial Review — $1,650 →

A review of your current positionClear priorities for the next 12 monthsA recommendation on the right advisory pathway

Question 1 of 3

What would you like help with?

What would you like help with?

Before you book

Questions about the strategy session.

Is this only for property purchases?

No. You can also apply to discuss tax strategy or an SMSF setup and compliance decision. The conversation starts with your circumstances, priorities and the next decision you need to make.

Should I get a strategy session before my next property purchase?

If a purchase could change your tax, ownership structure, borrowing or cash flow, consider the key questions before you sign or commit. A strategy session can help identify what should be tested while you still have options.

What should I prepare for a strategy session?

Bring the decision you are considering, your broad income and structure details, relevant property or transaction documents and the timing you are working towards. The three questions on this page help focus the first conversation.