BaselineYour first move, done properly — strategy, deal, and execution to set you up with a solid foundation.
Your Wealth Stack Services.
From getting you started to building you a whole portfolio.
The wealth stack services are built to suit your property journey. We’re here to support you if you’re just getting started or if you’re ready to scale. Our services are tailored to your goals and your strategy.
Milestones & Fees
We charge a professional consulting engagement fee with milestone billing (typically 50% on engagement and 50% at unconditional). Third-party due diligence costs are included in the 50% deposit (your engagement agreement will confirm inclusions).
Get Ready
Here’s what you need to do so we can move fast:
→ Be finance-ready (pre-approval or clear next steps with your broker/lender). Minimum of $200,000 usable equity or cash.
→ Respond within agreed timeframes when decisions or approvals are required (e.g. DD reports, offer terms).
→ Provide requested documents for AML/CFT and compliance checks.
→ Confirm your desired property early, then keep changes minimal once the process is underway.
