Three simple steps
Tell us about your situation
Complete the short form with a summary of your property, business or investment question.
We arrange a time
Our team will contact you to book a time that suits — by phone, video or in our East Perth office.
Speak with a specialist
A focused 15-minute conversation to identify key issues and whether further strategic advice is needed.
Is this consultation right for you?
Many tax issues are harder to fix after a purchase, loan or structure is in place. Talk to us before you commit.
Property investors
Considering your next purchase, refinancing, selling or restructuring ownership of your portfolio.
First home buyers
Planning ahead — especially if your home may later become an investment property.
Small business owners
Reviewing tax, compliance, cash flow or whether your structure still supports growth.
Professionals & families
Protecting income and assets, and thinking about long-term wealth creation.
Bring the question you're weighing up
Property Tax Consultation for Investors
Ownership structure, rental income, deductions, loan interest, depreciation, CGT, land tax, refinancing, negative gearing and sale planning.
Especially important if you plan to build a portfolio, buy through a trust or SMSF, or invest with family.
Discuss this in your consultation →Complimentary or strategic — which do you need?
Complimentary Consultation
Free · 15 minAn initial conversation to clarify goals, raise concerns and identify areas that may need review.
- Understand what defines success for you
- Identify key tax and structure concerns
- Highlight potential risk areas
- Clear direction on next steps
Strategic Tax Consultation
Paid · In depthA holistic review of your wealth creation goals, reviewed in advance by a Senior Advisor.
- Tax, asset protection and estate planning review
- Finance and structure recommendations
- Your position reviewed before the meeting
- Practical, forward-thinking action plan
What to prepare
No documents needed — a short summary keeps the conversation focused.
- Current property or business details
- Main tax or investment concerns
- Future purchase or business plans
- Existing ownership structure
- Business or investment income sources
- Loan or finance considerations
- Questions about tax, structure or asset protection
- Any major upcoming decision
Frequently asked questions
An initial discussion for property investors, first home buyers and business owners who want to talk through tax, business structure, asset protection or investment planning before deciding whether more detailed advice is needed.
Yes. We offer a 15-minute no-obligation consultation to existing property investors, first home buyers and small business owners.
Property investors, first home buyers, small business owners, professionals, families and individuals who want to discuss tax planning, ownership structure, asset protection or future wealth creation.
No. It is an initial conversation only. Detailed advice, modelling, structure review or written recommendations may require a paid Strategic Tax Consultation.
Property investment, business tax, business structure, asset protection, tax liability, ownership structure, cash flow, investment planning and long-term wealth creation.
Yes. We can identify whether your business, investment structure or asset protection needs further review. Detailed advice may require a separate strategic consultation.
You may choose to proceed with a paid Strategic Tax Consultation if a more detailed review, analysis or advice is required.
A successful strategy starts with the right conversation
Free, 15 minutes, no obligation.