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Suite 18B/32 Hulme Ct, Myaree WA 6154

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Financial Management

Our Services

Ready to switch to strata management you can rely on?
Diverse team of professionals in a modern office analyzing financial reports and data on laptops, collaborating closely at a meeting table.

Clear Budgets & Transparent Reporting

We design practical budgets, structure levy schedules, reconcile trust accounts and provide concise reporting. Strata councils see current balances, upcoming commitments and costs at a glance, rather than working from guesswork. Through the live owner portal, levies, statements and supporting documents sit in one place for orderly, on-demand access.

What we offer

Predictable spend

Forward budgets and capital works planning that reduce unplanned levies.


Financial clarity

Reconciled accounts and arrears tracking available in the portal, so position and risk are visible whenever you need them.

Defined service standards

Response expectations documented and queries progressed promptly, with clear updates as they move.

Financial oversight

Regular monitoring of levy income, arrears and expenditure to ensure the scheme remains aligned with its approved budget and financial obligations.

How it works

01. Plan the year

Work with the Strata Council to set the annual budget, levy timetable and capital works priorities.

02. Track the numbers

Reconcile trust accounts, issue levies, monitor arrears and pay approved invoices in line with Strata Council instructions.

03. Report clearly

Provide concise reporting showing budget versus actuals, arrears position, decisions required and the next actions and dates.

04. Adjust early

Surface variances early and recommend adjustments before they impact the scheme’s financial position.

Frequently Asked Questions

Yes. Arrears follow a structured, council-endorsed process with reminders and staged follow-up.

Yes. Financial statements, levy notices and supporting invoices are available via the owner portal.

We keep you informed of any third-party delays and update expected timeframes. Our standards apply to the work we control; external timelines may vary.

Finance queries are acknowledged promptly and progressed in line with our documented service standards, with transparent updates along the way.

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Meetings & Administration