Free Property Portfolio Review

A Free Review to Optimise Your Cash Flow, Rates, and Structure

This is not your typical "review." It's a comprehensive, data-driven analysis of your current holdings designed to improve your financial position.

We delve deep into your portfolio to improve cash flow, reduce interest costs, and optimise your mortgage structure. We identify opportunities, manage risks, and ensure your investments are aligned with your long-term goals.

What We Analyse in Your Strategy Session

Instead of asking you vague questions, we look for specific strategies:

Your Loan Structure: Is your current setup costing you thousands in unnecessary interest? We analyse your entire structure for cash flow optimisation.

Bank Lending Walls: Are you hitting a ceiling with your current bank? We review your position and capacity to identify clear pathways for continued growth.

Asset Protection: We identify portfolio risks, such as cross-secured assets, to ensure your family home and key assets are protected.

Ownership Structure: Is your ownership (e.g., Trusts, LTCs) still the right fit? We assess your structure for tax efficiency and long-term goals.

Trapped Usable Equity: We identify and quantify the usable equity trapped in your portfolio and build a plan to release it for your next move.

The Details

Case Study: An Investor Restructure

"Four properties, over fifteen grand a month in repayments... Most of their debt wasn’t tax-deductible, and everything was on principal and interest.

We restructured the lending—broke the loans, used cash-back to cover the costs, and moved everything into an LTC... The result? Repayments dropped by more than five grand a month. Plus, we set up a revolving credit so their spare cash now works to pay down the debt faster.”