Maximise your property’s potential and minimise your tax with strategic property wealth management tailored to your financial future.
We manage every element of your property-related finances—from mortgages and rental income to tax, superannuation, and estate planning—to ensure every part of your wealth ecosystem is working together.
No two property portfolios are the same. We create personalised strategies that reflect your stage of life, financial goals, risk tolerance, and investment structure—then refine them as your needs grow.
Our team helps you use the tax system to your advantage. From smart gearing strategies to depreciation and capital gains planning, we’ll show you how to protect and grow your wealth efficiently.
Property wealth management is the strategic oversight of your entire property investment ecosystem—including your assets, income, debts, tax liabilities, and long-term financial goals. At Chase Wealth, we take a comprehensive approach to help you grow, protect, and optimise your property wealth at every stage.
Rather than viewing properties as stand-alone investments, we look at how each piece fits into your broader financial picture. That includes analysing how rental income affects your cash flow, how mortgage structures impact your borrowing power, and how tax implications influence your overall profitability. Whether you’re navigating superannuation contributions, gearing strategies, or estate planning, we help you make informed, timely decisions that strengthen your position for the long haul.
At Chase Wealth, we start by understanding your current position—your property holdings, income sources, debts, goals, and family structure. From there, we build a customised management plan to keep your portfolio efficient, tax-effective, and aligned with your personal aspirations.
We don’t just create a plan and walk away. As your financial needs shift, the market evolves, or new investment opportunities emerge, we provide ongoing support and expert updates to keep your strategy on track. Our goal is to help you not only hold wealth but grow it confidently.
With hundreds of clients Australia-wide, our holistic property wealth strategies have helped everyday Australians create stable, long-term financial security. Clients choose us for our personal approach, transparent advice, and ability to turn complex financial systems into wealth-building strategies that work.
Common Questions About Property Wealth Management
Unlike general financial advice, property wealth management focuses specifically on how to optimise and grow your wealth through property. We integrate mortgages, tax, retirement planning, and income strategies into a unified plan.
No. Even one property can benefit from strategic oversight. We work with clients at all stages—from their first investment to managing complex portfolios.
Absolutely. Property can deliver steady income, equity growth, and powerful tax benefits—especially when aligned with superannuation strategies. We help you plan for a secure, property-backed retirement.
We guide you through opportunities like negative gearing, depreciation schedules, capital gains tax planning, and structuring ownership for tax efficiency.
Gearing involves borrowing to invest. If done strategically, it can increase returns and offer tax advantages. We’ll assess whether it fits your risk profile and wealth goals.
Yes. Estate planning is a key part of our approach. We help structure your assets to ensure they’re protected and passed on according to your wishes.
We offer ongoing support, with scheduled reviews and real-time advice as market conditions or your personal circumstances change.
That’s great—we’re happy to collaborate. Our property-focused strategies often complement your existing advisors and provide additional value specific to property investment
Our wealth management services are available nationwide, with tailored support in:
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.
