strategic property ACQUISITION

Helping INVESTORS & BUYERS nail property buying

Welcome to
Portfolio By Design

A strategic approach to property investment

Portfolio By Design strives to provide clients with a complete property investment advisory service offering guidance, education, and ongoing support. Our mission is to strategically source the right property for the right investor while minimizing risk and maximizing results.

delighted clients
in the business
average time to purchase
property purchased under market value

Investing in real estate does not have to mean….

Uncertainty
Frustration
Expensive Mistakes

Does any of this sound familiar?

  • You don’t budget strategically to get ahead financially
  • You live paycheck to paycheck, drowning in never-ending debt
  • You want to invest smarter to future-proof your finances
  • You want to build wealth and optimize tax through property
  • You can’t find the right people to guide and support you in making smart investment decisions

What’s your biggest issue right now?

I want to invest in property

and I want to get it right — so it can be profitable, and a good asset in my portfolio.

I need my first or next home

and I want to buy smart – but don’t have the time or experience and need some help.

i need help with finance

to find the best rate and loan structure for my planned property purchase. 

Hi, from your dedicated Property Specialist

After 16+ years of investing experience, real estate education, and mentoring of 100’s of clients on investment strategy and portfolio growth, I’ve learned what works (and what doesn’t) when it comes to investment strategy for buyers and investors.

And, believe it or not, it’s hardly ever about what or where you buy — it’s about the art and science of finance as the primary lever for investment success.

Focusing on investment strategy, cash flow, and financial mastery that will bring in the biggest upside is the secret to scaling your portfolio fast — without any of the burnout.

So if you’re ready to discover strategic property investment the SIMPLE way that will help you do more by doing way less, let’s get started!

Let’s make it real.

How I can Help

Portfolio by Design Property Services

I appreciate that property investment should not be ‘one-size-fits-all’.
As such offer personalised strategies based on your unique goals, financial situation, and risk profile.
This service is FREE of charge.

How you can
work with me

Your engagement Roadmap

schedule a consultation

During our consultation, we’ll discuss your goals and expectations, and assess your investment aspirations. I’ll help you gain clarity on what you require and get all your questions answered.

Design an Investment Plan

I will create a strategic investment plan tailored to you, and we’ll work together to execute it. You’ll eliminate obstacles and you’ll always know what to do and when it needs to be done.

Build a Profitable Portfolio

You’ll finally achieve your biggest investment goals, allowing you to focus more on making money for your future and less on spinning your wheels to get there.

Client Success
Stories

What’s included when you work with me

Your execution Roadmap

VISION & GOALS

Get specific about your goals, aspirations, and expectations. You’ll start with confidence and trust, and bring your “A” game to your investment process.

INVESTOR MINDSET

Master an investment aptitude as you become an effective property investor, sharpening your skillset and grasping investment fundamentals

KNOW YOUR NUMBERS

Get clarity on how you command your income and cash reserves, and apply these resources effectively to build and grow a property portfolio.

STRATEGY PLAN

Dig deeper into your current circumstances, income and expenditures, assets and liabilities, cash position, and income profile goals so that your property plan aligns with your time frames, lifestyle objectives, and risk profile.

FINANCE PLAN

Get expert advice on your borrowing capacity so you have clarity on purchasing power, with dedicated financial support and visibility of your cash flows, obligations, and wealth creation profile.

PROPERTY PLAN

Develop a custom strategic acquisition brief to identify the right property to add to your portfolio and move you toward your financial goals.

IMPLEMENTATION PLAN

Get access to a consistent pipeline of off-market and wholesale properties. From house and land packages to apartments, townhouses, and duplexes, we can provide you with a broad range of property opportunities that will feel tailor-made for you.

Request a Call Back
What interests you?
Thank you! 
I look forward to speaking with you soon.
 

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