For advisers whose clients face significant property decisions, Harpocratēs provides a structured, advisory-led process that complements your work — and produces outcomes you can be associated with.
Arrange a conversation →Clients with significant property decisions — portfolio simplification, estate administration, development exit, succession — need more than an agent. They need a structured process that integrates with the advice they are already receiving, handles the transaction layer professionally, and does not create problems for the relationships around it.
Harpocratēs works alongside accountants, private wealth advisers, estate solicitors, and commercial lawyers. We do not provide financial, legal, or tax advice. We provide the property transaction advisory layer that those advisers cannot — and should not — provide themselves.
When a client asks what to do with a significant property holding — whether to sell, how to sequence transactions across a SMSF, or how to handle the real estate component of a business exit — a referral to a standard agent is rarely the right answer, and your clients know it.
Estates with real property need a documented, structured approach. We provide engagement letters, process records, and reporting suitable for beneficiary transparency. A referral to Harpocratēs is a referral to a defensible process — not a hope that a good agent will handle it carefully.
Distressed vendors, development loans approaching maturity, assets with complex buyer pools — these are situations where a different approach to the market is needed before conditions deteriorate. We are the call to make before the situation becomes a receiver's problem.
For clients with property in their SMSF, estate, or business, the transition from holding to transacting needs to account for the tax, timing, and discretion dimensions simultaneously. That requires coordination with your advice — not a separate agent running a separate process.
Before any client introduction, we speak directly — to understand the situation, the sensitivities, and whether Harpocratēs is genuinely the right fit. We do not take referrals that we cannot serve well.
We meet your client in whatever way serves the relationship best — you present, you step back, or we meet jointly. The introduction is handled in a way that protects your position with the client, not just ours.
Where your advice touches the transaction — tax timing, legal structure, estate compliance — we coordinate around it. You remain the client's primary adviser. We manage the property transaction layer.
We work to a standard that reflects well on the people who referred us. The quality of the process and the outcome is the referral relationship — not a commission arrangement.
The measure of a referral is not whether the person you referred did something. It is whether the outcome reflected well on you. Harpocratēs exists for the situations where that distinction matters — where a standard agent referral is not enough, and your client knows it.
Twenty minutes. No pitch. An honest discussion about whether what we do is relevant to what you are advising on.
Arrange a conversation