Diversify or grow your portfolio

If you don’t hold a consummate property portfolio, what can you do to improve it and create opportunities for wealth?

Whether you consider augmenting capital growth and/or rental yield, optimizing finance structures, or fine-tuning cash flows and tax benefits will depend on what you envision for your future wealth platform, your current circumstances, your finances, lifestyle preference, and cash position.

And for your next property purchase are you financially healthy, up to speed on key investment drivers and diversification opportunities to boost your overall portfolio?

We have years of experience in the property investment industry, both personally and on behalf of clients. We are often contacted by people stuck in their property investing, wanting to move forward or improve their property investment strategies.

By conducting a full review of your current portfolio in parallel to market dynamics and projections, your risk appetite, diversification of markets and property type, portfolio performance to date, and current personal and financial circumstances, we can unlock and enhance future potential.

Key benefits of a portfolio review

  • A strategic approach to property investment
  • Objective assessment of current position and portfolio
  • Consultation with other advisors for a holistic approach
  • Connect with a network of industry professionals
  • Cashflow estimates are based on the property price, rental yield, and expenses
  • Ongoing mentoring and supportĀ 

Building real wealth with property

01

Vision & Plan

A considered and suitable property strategy that encompasses your vision and plan, so you know where you’re going and how to get there.

Your strategy should ideally be comfortable, manageable, and sustainable. The right strategy, with a well-executed plan, gives you control of your outcomes to minimize portfolio risk

02

Leverage For Growth

Leverage encompasses the principle of using other peoples’ money to grow your portfolio and maximize your time to value.

Whether you are borrowing from the bank or recycling equity from the rising value of your existing investments, you have access to funding that is not your cash to purchase property or reduce debt.

03

The Importance of Finance

You are leveraging loans and/or equity to grow your portfolio and by default your wealth.

Financial expertise is imperative to optimizing your property portfolio and developing an investment mindset with congruent habits and behaviors.

This is the difference between degrees of success in your investment journey.

04

Long term Value

The long-term value to you as an investor is a combination of envisioning, planning, learning, taking action, iterating, and taking pride in your journey to wealth.


Take the first step,
and schedule a consultation.

Book a free, no-obligation call with me and take the first step toward discovering a life of personal freedom and choice.

Or email me at hello@portfoliobydesign.com.au.
And don’t forget to connect with me on socials.
I’d love to hear from you!


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