Our focus is

Transparency & Trust.

SIMPLIFIED BANKING

We operate solely with single bank accounts to ensure that Body Corporates and Homeowners’ Associations have access to and control over their own finances. This system maintains complete transparency and reinforces our clients’ trust in us.

EFFORTLESS ACCOUNTING

All bank transactions are imported into our system and allocated to the relevant accounts. Invoices and accounts are paid on behalf of the Trustees/Directors within 2 to 3 working days of receipt.

ANNUAL BUDGET REVIEWS

A detailed annual budget is central to successful financial management. Your portfolio manager will annually review the prior year’s actual income and expenditure against current performance to establish a budget that is both fiscally responsible and addresses outstanding concerns based on a needs assessment.

MONTHLY FINANCIAL REPORTING

REPORTING

On a monthly basis, the Trustees/Directors will receive a financial report that includes the following information:

  • Income and expenditure statement
  • Cash flow statement
  • Budget variance report
  • Age analysis of Owners
  • All invoices paid for the month

LEVIES

We manage the following services on our system on a monthly basis:

  • Raise of levies and other charges
  • Allocating payments
  • Arrears collection
  • Importing meter readings
  • Emailing and/or delivery of levy statements
  • Handling of statement queries

ENGAGE WITH US

We are keen to engage with you and provide you with a trustworthy and reliable property management service.

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