Private Wealth Blueprint · 6 months · $15k

Connect the whole position before making the next major move.

Property, tax, entities, business, debt and cash flow brought into one coordinated six-month strategy.

Is this your decision?

Start with the question you need answered.

How should my property, business, trusts and companies work together?

Where are the current tax and cash-flow risks?

Should I buy, sell, restructure or reduce debt first?

How do I coordinate my accountant, broker and solicitor?

The Blueprint models up to three agreed major decisions and turns them into a sequenced six-to-twelve-month action plan.

What Andrew does

Clear work. Defined scope. A useful outcome.

Tax advisory is built into the property decision rather than treated as a separate afterthought.

$15k

A consolidated view of your entities, property, debt and cash flowTax, ownership and distribution recommendations within the agreed scopeModelling for up to three agreed major decisionsProperty purchase, sale, restructure and exit planningA written action register showing what happens, when and who is responsibleCoordination with your existing professional advisersSix months of scheduled strategy reviews and defined support

How it works

From information to decision.

Map

Bring the relevant entities, income, property, debt, tax position and active decisions into one view.

Prioritise

Model up to three major decisions and sequence what should happen first.

Coordinate

Use six months of scheduled reviews to keep the action plan and advisers aligned.

Questions

Understand the engagement before you apply.

Is tax advisory included?

Yes. Tax is considered across the agreed property, entity, distribution, sale, restructure and cash-flow decisions.

How many decisions are included?

The fixed scope covers modelling and strategic advice for up to three agreed major decisions.

Does Andrew replace my existing accountant, broker or solicitor?

No. Andrew leads the strategic framework and coordinates the relevant questions with your existing advisers. If you would also like to bring your accounting and tax services across, that can be accommodated under a separately agreed scope.

Is implementation included?

Strategic implementation oversight is included. Tax compliance, legal documents, lending work and substantial implementation projects are separately scoped.

Start the conversation

Tell Andrew what needs to be connected.

Answer three questions, then choose a discovery-call time. Select “I’m unsure” if you want Andrew to recommend the appropriate scope.