Your annual portfolio review & strategy session for 2026.

We’re extending an exclusive invitation to Wealth Space clients to join Vickie and Andrew in a Portfolio Builder Annual Review, where you’re invited to:

• review your commercial portfolio,
• refine your wealth strategy, and
• decide whether the year ahead will be an Active (growth) or Passive (consolidation) year.

This isn’t a sales meeting — it’s your private wealth checkpoint.

Our team will research, develop and collate:

• A comprehensive Annual Wealth Review Report across all your properties
• Comparative Market Analysis (CMA) and Rental Appraisal Report for each asset — for banks, accountants & SMSF compliance

In addition you’ll receive:

• Investor & personality profile insights
• Scenario modelling and a comprehensive written outcome report

Following our meeting, together, we will develop agreed actions & accountability support for 2026.

Whether you’re ready to buy, refinance, or hold steady, this session keeps your wealth strategy on track.

Fee: $1,250 + GST — invoiced at time of booking.

Should you move into an Active Year and engage Wealth Space to source your next property, your $1,250 will be fully credited toward your engagement fee.

Please note that our team will contact you at least three weeks prior to your meeting to gather information to prepare for the review. This allows sufficient time for the preparation of your comprehensive portfolio review and report.