Property Portfolio Review

How is your portfolio performing?

Put your portfolio under a detailed strategic review, designed to help you see ways to improve its performance and value to you.

A property portfolio is not a static thing and should never be viewed as such. But keeping your investment property portfolio performing at its best can be a challenge. We have found over the years that many property investors with multiple properties, can find themselves facing a number of challenges, including:
  • Their instinct tells them to get rid of some of their properties,but they can’t find the time or the courage to do so. They often leave the decision too late which costs them more in the long run;

  • They find themselves with underperforming propertiessold to them by reputable advisors, leaving them unsure about whether to act on current circumstances or hang on and keep their hopes for the future alive;

  • They do not know how to measure real performancein terms of growth, cash flow and risk to ensure that their property portfolio remains in great shape;

  • They do not know if they have bought too many or too few propertiesbased on their current financial position and the market conditions;

  • They do not know what actually makes money and what doesn’t,and how to let the winners run and cut out the losers fast;

  • Some just never pay attention to the performance of their propertiesafter they have bought them, turning a “buy and hold” strategy into a “buy and hope” strategy.

Investing is about getting the best return from your financial resources, safely. Your investment portfolio is no different to a physical body which requires constant attention and care to maintain its vitality.

Our Property Portfolio Review service combines our experience in finance, real estate, planning, risk management and best investment practice to help our clients get a better return for their money. We can also assist you in obtaining advice and contacts in the following areas: rental comparison, suburb performance, cash flow analysis, tax depreciation schedule, town planning, building and renovation.


1300 663 836

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Investors Direct Financial Group

Investors Direct Financial Group (IDFG) was established in 2001.
Our mission is to help our clients achieve and maintain their financial freedom.

Members of the IDFG Group include:
  • Nanmon Financial Services Pty Ltd, trading as Investors Direct Financial Group (ABN: 52 097 697 820 ; ACL: 402950)
  • ID Property Advisory Pty Ltd (ABN: 69 141 716 412 ; Real Estate Licence: 071792L)
  • Investors Direct Financial Planning Pty Ltd(ABN: 50 141 139 228 ; AFSL: 385827)
  • 8 Star Homes Pty Ltd (ABN: 83 135 066 876)