Take the pressure off and let Chase Wealth manage your property portfolio with precision, insight, and care—freeing you to focus on your future
Managing multiple properties requires time, knowledge, and ongoing attention. Our team monitors your portfolio’s performance and makes informed decisions on your behalf, so you don’t have to manage it alone.
Your portfolio isn’t static, and your strategy shouldn’t be either. We continuously adjust and optimise your holdings to ensure they align with your financial goals, risk profile, and market conditions.
With Chase Wealth, you’re never in the dark. We provide consistent updates, clear reporting, and proactive advice so you always know where your investments stand—and where they’re headed.
Property portfolio management is the process of overseeing and optimising a collection of property investments to achieve long-term financial success. At Chase Wealth Australia, our approach to portfolio management goes beyond passive monitoring—we actively work to ensure your properties are aligned, performing, and growing in value according to a personalised investment plan.
For many investors, managing multiple properties quickly becomes overwhelming. From rent reviews and maintenance coordination to refinancing opportunities and tax implications, it’s a lot to handle. That’s where we step in. With Chase Wealth, your portfolio is professionally managed with care, expertise, and a clear strategy tailored to your evolving life goals.
Every investor is different, and every property portfolio comes with its own mix of opportunities and risks. That’s why we don’t offer a generic solution. Instead, we start with a personal consultation to review your current assets, clarify your financial objectives, and understand your ideal level of involvement.
From there, we take a hands-on approach to managing your portfolio, including:
We act as your trusted advisor, proactively suggesting adjustments, responding to market changes, and reviewing the portfolio’s overall health on a regular basis. Whether you want us to manage everything or simply keep your strategy on track, we provide flexible solutions built around your needs.
From busy professionals to growing families, our clients rely on us to manage their property investments with care and consistency. We take pride in turning complex portfolios into simplified, high-performing wealth tools—and the results speak for themselves.
Your Portfolio Management Questions—Answered
We manage property portfolios of all sizes—from two-property investors looking for passive growth to high-value portfolios needing regular oversight and strategic adjustments.
Yes. Portfolio management is different from day-to-day property management. We oversee your overall investment strategy, working with your property managers to ensure decisions support your broader goals.
By actively reviewing performance, identifying underperforming assets, and seizing new investment opportunities, we help your portfolio grow faster and with less financial leakage.
Absolutely. Reviewing your debt structure is part of our service. We assess whether refinancing can improve cash flow, reduce risk, or unlock equity for your next investment.
Not at all. Many of our clients are newer investors who simply want to set things up the right way from the start. We tailor our service to suit your experience level and investment style.
We provide scheduled reviews quarterly or annually, depending on your needs, along with real-time updates and recommendations when significant market or financial changes occur.
Yes. We’re experienced in managing portfolios held through SMSFs and can guide you through the unique rules and structures associated with these types of investments.
If a property isn’t delivering as expected, we assess the root cause—whether it’s due to location, market shifts, or financial structure—and recommend strategies such as renovations, selling, or repurposing equity.
We provide expert portfolio support to property investors across Australia, including:
There’s no one-size-fits-all approach to property investment. Each Chase client is different and there are many factors to consider in relation to each person’s unique situation. That’s why we recommend setting an appointment with a Chase Wealth Property Expert to get all your questions answered.
