Aligning your property portfolio with a long-term financial strategy

Eva outlines that investors should understand the ‘why’ behind each purchase, with Arjun noting that a lack of planning can lead to a scattered portfolio that doesn’t align with long-term goals. This requires a reverse-engineered approach, where investors begin with an end goal in mind.

They then look at how buyer’s agents and finance brokers can support this journey and help clients buy the right properties, and provide insights into the growing trend of using trusts and other structures to optimise tax outcomes.

Throughout the episode, Eva and Arjun also unpack the importance of consolidation in property investment, noting that properties must be actively managed to ensure they continue to meet financial objectives.

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