Work with Winfred
Four ways to engage. Pick the depth that fits.
Most advisors sell one product: themselves on commission. I run a ladder, because not every decision needs the same depth. Some are a 15-minute conversation. Some are a year-round relationship. Below is the honest version of where each tier fits.
Tier 01
Triage
A short call to see if a full audit is the right next step. No pitch.
Tier 02 · Most chosen
4-Pillar Audit
The core deliverable. Capital, Cashflow, Progression, Protection — modelled, not assumed.
Tier 03
Family Office
For multi-property households who need a quarterly review and year-round access.
Tier 04 · Max 5 slots
Concierge
Top of the ladder. Every property decision in your household, managed end-to-end.
Which one fits you?
A short decision tree
You're not sure if you have a real question yet.
Start with Triage. 15 min, no pitch.
You have one specific decision (upgrade, decouple, buy, exit) in the next 6 months.
The 4-Pillar Audit is built for this.
You hold 3+ properties and want a quarterly second pair of eyes.
Your household runs $20M+ in property assets and you'd rather outsource the entire function.
Concierge. By referral or application.
You're shopping price between agents.
I'm probably not your fit. That's fine. I'd rather you find someone you trust than work with someone who's already negotiating against me.
Useful next steps
Still deciding?
Start with the free 15-minute triage.
If a full audit isn't the right call, I'll say so on the triage. You'll know in 15 minutes.