Tier 03 · $5,000 per quarter · By introduction

A second pair of eyes on a portfolio that already exists.

For multi-property Singapore households who'd rather have one advisor in the room four times a year than ten phone calls a month. Quarterly review, year-round access, written record kept current.

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Who this is for

Households, not transactions

You hold three or more residential properties across the household, or one large primary asset plus active investment intent.

You already have an accountant, a lawyer, and a banker. You don't need another generalist — you need someone who tracks the property side specifically.

Decisions in your household are joint: spouse, parent, sibling, or trustee. The advice has to be in the room, not on a WhatsApp thread.

You want continuity. The same advisor in Q1 and Q4. The same notes. The same view of where things stand.

You don't want to be marketed to. You want to be advised when you ask, and left alone when you don't.

What's included

Four meetings a year. Twelve months of access.

Quarterly in-person review

Ninety minutes, your office or a private room. Written agenda sent the week before. Updated portfolio dashboard, market read, and the one or two decisions worth revisiting this quarter.

Year-round access

Direct line for time-sensitive questions between reviews. Email, phone, or in person. No scheduled outbound, no drip content, no marketing.

Portfolio dashboard

One document, updated each quarter: each asset's position, debt, lease, cashflow, and exit window. The version of the truth everyone in the household can refer to.

Decision memos on request

When a real decision lands — a sale, a refinance, a restructure, an acquisition — you get a written memo with the trade-offs laid out, not a sales pitch.

Discretion

Engagements are not advertised. No case studies, no testimonials, no name on a website unless you ask. Everything stays inside the room.

How to start

By introduction

Step 1. A 30-minute introductory call. We confirm fit on both sides — yours and mine. No fee, no obligation.

Step 2. If we proceed, the first quarterly review is scheduled within 30 days. Engagement is invoiced quarterly in advance, terminable at the end of any quarter with 30 days' notice.

Step 3. If a transaction occurs during the engagement and I represent it, the standard sales fee is offset against the retainer that quarter. You don't pay twice for the same decision.

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Useful before the intro call