SERVICES OVERVIEW
Property Advocacy For High-Stakes Decisions
Protecting client outcomes - and the adviser’s role, file and reputation - across all major property scenarios.
1. Vendor Advocacy
(Often at No Cost to the client / estate)
Protecting client outcomes and the adviser’s role (file & reputation) across all major property scenarios:
deceased estates
divorce & separation
ageing downsizers
distressed vendors
remote owners
Oversight includes agent selection, negotiation, documentation clarity and transparent communication with advisers and legal teams.
2. Buyer Advocacy & Advisory
Representation and decision support for:
high-stakes or time-sensitive purchases
investment purchases
SMSF property
inconsistent building or pest findings
low-information or high-risk markets
emotional or multi-party decisions
sight-unseen purchases
Risk assessment, agent leverage identification, negotiation and adviser-aligned coordination.
3. One-to One Property Coaching
A low-cost, early-stage pathway for clients who are overwhelmed, unsure or not yet ready for full advocacy.
Designed to stabilise expectations and reduce downstream adviser file risk.
Provides structured clarity for clients needing stable, objective decision support before committing.
SERVICE CARDS
Vendor Advocacy
(often at no cost)
Protection for vendors selling under emotional, complex or high-risk conditions.
Complexity level
Emotional volatility
Risk exposure
Adviser involvement
File implications
Typical Outcomes
Intensity Score
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Dimensions:
High — emotional, procedural and multi-party with active agent management.
High — grief, separation, family conflict and distress are common.
High — agent behaviour, pricing strategy, timing & documentation gaps.
Frequent — estate lawyers, accountants, family lawyers and brokers are usually involved.
Significant — requires clear records of communication, consent and oversight.
Stabilised vendor, best-fit agent selected, cleaner documentation and protected sale outcome.
Buyer Advocacy & Advisory
Support for high-stakes or complex purchases where due diligence,
timing and negotiation matter.
Complexity level
Emotional volatility
Risk exposure
Adviser involvement
File implications
Typical Outcomes
Intensity Score
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Dimensions:
High–Medium — due diligence, negotiation strategy & coordination across parties.
Medium–High — urgency, fear of missing out & conflicting information.
Medium–High — asset suitability, inconsistent reports, SMSF & regional or low-transparency markets.
Frequent — brokers, planners, SMSF specialists and conveyancers.
Material — defensible due diligence and aligned file notes reduce complaint and review risk.
More defensible decisions, structured due diligence, realistic expectations and risk-appropriate asset selection.
1:1 Property Coaching
Early-stage clarity for clients who need structure and risk awareness before committing.
Complexity level
Emotional volatility
Risk exposure
Adviser involvement
File implications
Typical Outcomes
Intensity Score
⭐⭐⭐
⭐⭐
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Dimensions:
Low–Medium — focused on clarifying goals, constraints and risk tolerance.
Low — used to steady clients before emotions and pressure escalate.
Low — upstream clarity prevents higher-risk decisions later.
Occasional — advisers refer clients here to stabilise thinking without full representation.
Light but helpful — expectations are aligned early, reducing pressure on the advice file later.
More defensible decisions, structured due diligence, realistic expectations and risk-appropriate asset selection.
HOW TO ENGAGE
Advisers
When your clients face complexity, risk, speed or emotional volatility - and you need the file protected.
For Clients
When you need objective guidance without pressure or agenda - a conversation is the safest place to start.
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