You keep the client relationship. We handle the property process.
When they buy without a plan, it lands back on your desk. Refer them to us and every property decision is modelled against their numbers first, so it fits the strategy you already manage.
A quick introduction is all we need. You stay the trusted adviser; we simply take on the property leg.
We run the numbers, borrowing power and strategy, then research and shortlist property that fits the plan.
Your client buys with confidence and you receive a clear summary, so their broader plan stays joined up.
