Services and scope

For buyers & owners

Early clarity. Better decisions.

Preforma provides a Preliminary Property Decision Review through two review levels for buyers and homeowners. A Preforma review brings together the client’s objectives, available property information and selected public sources to identify apparent risks, constraints, practical potential, unresolved matters and recommended next steps.

House exterior

For home buyers

Home buyers

For buyers considering whether a property is compatible with their intended use, renovation plans or longer-term needs.

Relevant situations

  • Early review of a shortlisted property
  • Serious pre-purchase consideration
  • Comparing property potential and constraints
  • Considering future renovation or extension
  • Identifying questions before further commitment
  • Understanding which specialist investigations may be needed
01

Focused review

Focused review

Preliminary Review

Launch Price

$395 + GST

Scheduled standard fee after launch:$695 + GST

Typical timeframe: 3–5 business days

A focused desktop review for a defined property decision, based on the agreed client questions, supplied information and selected readily available public sources.

Included

  • The client’s agreed objectives and questions
  • Review of the documents identified in the Fee Proposal
  • Selected readily available public property and planning information
  • Apparent risks and constraints
  • Practical Property Potential
  • Material information gaps
  • Assumptions and unresolved matters
  • Matters requiring professional confirmation
  • Prioritised next steps
  • A concise written Report

Suitable for

  • A shortlisted property purchase
  • A focused homeowner question
  • An initial review before more detailed investigations
  • A relatively contained property or project decision
  • Identifying what should be clarified before further commitment
Deliverable

A concise written report - view sample report.

Urgent review - within 3 days

Urgent review may be available by written agreement, subject to capacity, scope, information availability and an additional fee. Compressed timing may limit the sources that can reasonably be reviewed or confirmed.

What you receive

Clarity that
you can act on

A considered record of the information reviewed, the key concerns found and the sequence of questions that follows.

Findings are based on the agreed scope and the information available at the review date.

PRELIMINARY REVIEWDELIVERABLES
  1. 01Executive decision summary
  2. 02Property and information context
  3. 03Client Objectives and Intentions
  4. 04Focused / Expanded findings register
  5. 05Current value, opportunities and apparent potential
  6. 06Constraints, risks and dependencies
  7. 07Information gaps and unresolved matters
  8. 08Recommended Action and Decision Pathway
  9. 09Sources, Assumptions and Limitations

At a glance

Compare the review reports

The final scope is tailored to the property, available information and the decision being considered.

Comparison of Preliminary and Expanded Reviews
Review featurePreliminary ReviewExpanded Review
Your objectivesIncludedIncluded
Supplied document reviewFocusedExpanded
Risk summaryFocusedExpanded
Information-gap identificationIncludedExpanded
Recommended specialist checksIncludedExpanded
Project-dependency reviewFocusedExpanded
Risk registerFocusedExpanded
Property potential and practical opportunitiesFocusedExpanded
Post-Report discussionNot includedOne 30-minute discussion online or over the phone
Prioritised next-step pathwayIncludedExpanded
Review pricing
Launch Price

$395 + GST

Scheduled standard fee after launch:$695 + GST

Launch Price

$695 + GST

Scheduled standard fee after launch:$995 + GST

Optional site observation feeFrom $250 + GSTFrom $250 + GST

Preliminary Review

Your objectives
Included
Supplied document review
Focused
Risk summary
Focused
Information-gap identification
Included
Recommended specialist checks
Included
Project-dependency review
Focused
Risk register
Focused
Property potential and practical opportunities
Focused
Post-Report discussion
Not included
Prioritised next-step pathway
Included
Review pricing
Launch Price

$395 + GST

Scheduled standard fee after launch:$695 + GST

Optional site observation fee
From $250 + GST

Expanded Review

Your objectives
Included
Supplied document review
Expanded
Risk summary
Expanded
Information-gap identification
Expanded
Recommended specialist checks
Expanded
Project-dependency review
Expanded
Risk register
Expanded
Property potential and practical opportunities
Expanded
Post-Report discussion
One 30-minute discussion online or over the phone
Prioritised next-step pathway
Expanded
Review pricing
Launch Price

$695 + GST

Scheduled standard fee after launch:$995 + GST

Optional site observation fee
From $250 + GST

* The applicable fee is confirmed in the written proposal before engagement.

Before work begins

Scope will be confirmed

Each property and decision is different. Following the initial enquiry, Preforma confirms the proposed review scope, required information, deliverable, fee and expected timing in writing.

Work will start once we've received all the required information, the signed service scope and the fee.

Send Initial Enquiry