Financial Advice

Financial Advice

Herron Todd White provides independent Financial Advice backed by local expertise and national consistency.

Frequently Asked Questions

Is your advice independent?

Yes. We don't sell, manage, or buy property on anyone's behalf, and we don't earn sales commissions. We can assess the value, risks, and potential of a property your client is considering, but we don't recommend which property to buy.

How can a valuation support estate planning?

A current valuation of your client's properties gives you and their solicitor accurate figures to structure wills, trusts, and succession plans. It helps divide assets fairly between beneficiaries, and reduces the risk of disputes later.

How could the 2027 CGT changes affect my clients?

For clients holding investment property across 1 July 2027, the value at that date may affect how much of their eventual gain falls into each tax period. A valuation dated at the cut-off gives their accountant evidence to compare the available methods. See our CGT valuations page for more.

Can my client use one valuation for several purposes?

Not always. Each valuation is prepared for a specific purpose, such as SMSF reporting, tax, estate planning, or lending, and the requirements can differ. Tell us every intended use when you request a quote, so the report is prepared on the right basis.

Can you assess a development opportunity for my client?

Yes. We can assess a project's feasibility, end value, and market demand, helping you advise on the financial risks. See our development advisory page for more.