
Most schemes already have a plan.
Very few could defend it under scrutiny.

In practice, it is never used to:
1. Test actual asset condition
2. Stress future funding assumptions
3. Guide levy decisions before problems arise
4. Prepare trustees for audit or insurer scrutiny

How asset assumptions are treated as risk, not fact.

How missing or uncertain data is disclosed and managed.

How reserve fund shortfalls are explained clearly instead of buried.

How major works are phased to avoid levy shock.

How compliance supports decision-making rather than replacing it.
Most trustees recognise within minutes whether their current plan is a management tool or a filing exercise.
Trusted by over 300 Portfolio Managers, across 9 provinces, for 4,000+ delivered plans and 80,000+ units covered.








Still relying on generic spreadsheets that can't forecast real costs or handle risk complexity
No long-term asset prioritisation, which leads to emergency repairs and panic decisions
Legally non-compliant documentation that collapses under AGM scrutiny
Owner confidence eroding due to sudden special levies and poor financial transparency
No reserve fund compliance tracking, making your scheme vulnerable to STSMA penalties
If this resonates, we invite you to try our solutions.
We give you compliance, forecasting, and peace of mind, backed by a professional team and smart software.