How we work

Appointing a competent managing agent or executive managing agent relieves the trustees of the everyday management burden.

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Needs Analysis

Getting to know your needs

Upon contact we meet with you in person, or via video conference, to get a greater understanding of your property's unique needs and requirements.

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Proposal & Appointment

Customised to your requirements

We develop a comprehensive proposal for your property that include the services package we recommend. The service offering is further fine-tuned based on any specific requirements identified.

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Take-On Assessment

A thorough and effective compliance evaluation

Upon appointment we perform a detailed compliance evaluation of the Corporate Body to confirm that all the appropriate hand-over information is available and loaded, and that your property and management thereof is fully compliant with all the relevant regulations and legislation.

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Health Check

Creating an effective maintenance road map

We assess the entire property including buildings, fences, roads and other infrastructure in order to develop a comprehensive maintenance plan. This include short term and medium term priorities with clear milestones linked to the Estate's budget.

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Go live

Let our team of experts manage take care of everything

Our dedicated and specialised team consisting of a portfolio manager, personal assistant, credit controller and bookkeeper will then manage your homeowners association or body corporate including the Administration, Financial & Physical management requirements (dependent on your package).

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Ongoing Management & Advisory Services

We scale our services to suit your exact requirement.

We continue with levy collection, staff management, administrative responsibilities pertaining to insurance, legislation and overall management of the maintenance and upkeep of building and equipment.

In addition our advisory service is at hand to provide AGM & Trustee Meeting support and expert advice on relevant legislative changes and other matters.

Schedule a call or online Demo today.


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