This is for you if you already have a property portfolio or are planning to build one


You are probably planning to or already invest in property to generate income and/or capital growth for yourself, for others or for both. 


Unfortunately, many investors leave money on the table by not actively managing the total post-tax financial performance of their portfolios on a real-time basis.


This means:


Clear goal-setting, portfolio business planning and ongoing measurement of actual total performance against goals;


Setting up portfolio structure, systems and operational performance management optimally from the outset;


Regular and real-time financial monitoring and control to manage total post-tax performance and making adjustments when needed;


Dealing with ongoing financial management and control effectively and in a time-saving way;


Reviewing portfolio structure and tax during key portfolio lifecycle stages – set-up, buying, operating and disposing;


Taking steps to improve performance management in a systematic way; and


Assessing the total financial impact of changes in the portfolio before they happen and continual monitoring and active decision-making throughout ownership.


Investor’s circumstances change too.  Personal, financial, economic and political changes can have key implications on the total post-tax financial performance of your property portfolio.   Not actively monitoring the financial performance of your portfolio can have a significant impact on you achieving your goals.


The thing is, we invest in property for a purpose.  For some of you it is to create income or additional income to live a better life today while for others it is to realise capital growth and increased wealth to live a better life tomorrow.  Some will look to optimise between the two scenarios or for other scenarios completely.  Post-tax financial performance looks quite different depending on what you want to achieve so ignoring performance should not be an option for you. 


To discuss your plans with me, complete the short form here and let’s see how I can help you improve the total performance of your portfolio.