PORTFOLIO REVIEW

A property portfolio needs to perform consistently
above the market and inflation to ensure your plans
for financial independence succeed.

To help ensure you stay on track throughout your investment journey, Wakelin Property Advisory can help with a comprehensive review of your
property portfolio.
 

Our Portolio Review Service includes:

• Assessing the property’s location and architectural style
• Calculating capital growth since purchase and estimating the likely capital growth for the next 5-10 years
• Assessing rental income and the quality of your property management arrangements
• Recommendations on whether to hold or dispose of each asset
• Recommendations on property types or locations to accumulate.

Our Portfolio Review is complimentary for existing clients or available on a fee for service basis.

To enquire about our Portfolio Review Service please fill in form below or call 03 9859 9595.

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